Accounting Manager – Onboarding

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Lead and oversee a team of onboarding accountants by delegating tasks, reviewing results, establishing quality benchmarks, and nurturing team development.

• Act as the primary delivery lead for each new client following the completion of the sale, setting expectations and fostering trust.

• Take ownership of retroactive accounting tasks, including catch-up bookkeeping, cleanup, reconciliations, and ensuring books are current and accurate.

• Establish new client accounts within company systems and connect clients to necessary tools and processes.

• Manage the transition aspect of onboarding, facilitating clients' shift from previous providers and habits.

• Conduct a seamless handoff to the ongoing CAS accountant with fully updated books and comprehensive documentation.

• Collaborate with the tax team by addressing initial inquiries, sharing insights from onboarding, and introducing clients to their tax representatives.

• Monitor high-volume onboardings, identify obstacles, and maintain adherence to timelines.

• Enhance onboarding processes by creating checklists and refining workflows.

⛳️ Requirements

• Over 5 years of accounting experience, with substantial time spent at the Senior Accountant level or higher.

• Extensive experience with catch-up and cleanup duties, including resolving complex or incomplete books.

• Background in both for-profit and nonprofit accounting.

• Demonstrated capability to manage a large volume of work across various stages simultaneously.

• Experience in leading, training, or reviewing the work of fellow accountants.

• Excellent client communication skills; ability to clarify accounting issues in simple terms and reassure clients during challenging situations.

• Proficiency in QuickBooks Online and/or Xero.

• CPA certification or progress towards obtaining one is preferred.

• Experience in a CAS, outsourced accounting, or client-facing firm environment is advantageous.

• Familiarity with insurance agencies, youth sports, and nonprofit organizations is a plus.

• Experience in developing or enhancing onboarding or implementation processes is a plus.

• Working knowledge of business tax is a plus.

🏝️ Benefits

• Remote-first organization.

• Work/life balance.