Accounting Manager - Onboarding
Core
Lead the client onboarding function for a growing business management services organization, ensuring new clients transition smoothly from signing to ongoing accounting support.
Role type
Senior IC Accounting Manager (Onboarding)
Builds
Client onboarding workflows and financial record accuracy for for-profit and nonprofit organizations
Domain
Accounting / Business Services
Required skills
Catch-up bookkeeping, account cleanup, reconcinations, team leadership, client relationship management, QuickBooks Online, Xero
Preferred skills
CPA certification, experience in outsourced accounting, process improvement, business taxation knowledge
Technologies
QuickBooks Online, Xero
Responsibilities
Lead and manage a team of onboarding accountants; Serve as primary delivery lead for new clients; Oversee historical accounting and catch-up work; Set up new client accounts in internal systems; Manage client transition process; Ensure accurate handoffs to ongoing accounting teams; Coordinate with tax teams; Monitor onboarding volume and timelines; Develop and refine onboarding procedures
Seniority
Senior, hands-on IC with team leadership