Accounting Onboarding Manager

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

📋 Description

• Oversee and guide a team of onboarding accountants by delegating tasks, evaluating performance, establishing quality benchmarks, and fostering team development.

• Act as the primary delivery lead for each new client following the closure of sales.

• Establish client expectations and cultivate trust from the outset.

• Take ownership of and execute retroactive accounting tasks, which include catch-up bookkeeping, clean-up, reconciliations, and ensuring books are current and accurate.

• Configure new client accounts within company systems and link clients to necessary tools and processes.

• Assist clients in transitioning from their previous providers and practices.

• Conduct seamless handovers to ongoing CAS accountants, ensuring complete books and thorough documentation.

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

• Monitor high-volume onboarding processes, pinpoint bottlenecks, and maintain adherence to timelines.

• Enhance onboarding procedures by creating checklists and refining workflows.

⛳️ Requirements

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

• Extensive experience in catch-up and clean-up work, including resolving complex or incomplete financial records.

• Familiarity with both for-profit and nonprofit accounting practices.

• Demonstrated ability to manage a high volume of tasks at various stages concurrently.

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

• Strong communication skills with clients and the ability to explain accounting concepts in accessible language.

• Proficient in QuickBooks Online and/or Xero.

• CPA certification or progress towards CPA preferred.

• Background in a CAS, outsourced accounting, or client-facing firm environment is preferred.

• Familiarity with insurance agencies or youth sports and nonprofit organizations is preferred.

• Experience in creating or enhancing onboarding or implementation processes is preferred.

• Basic understanding of business tax is preferred.

• Must reside in the United States.

🏝️ Benefits

• Remote-first organization.

• Focus on work/life balance.

• Opportunities for professional and personal growth.