Accounting Manager - Onboarding

United StatesRemoteFull-timemid

Finance & AccountingAccounting Manager

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Quick Summary

Requirements Summary

At least 5 years of accounting experience, including significant experience at Senior Accountant level or above. Strong hands-on expertise in catch-up bookkeeping and accounting cleanup,

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Finance & AccountingAccounting Manager

The Accounting Manager – Onboarding will lead the client onboarding function for a growing business management services organization, ensuring every new client transitions smoothly from signing to ongoing accounting support. This senior role combines hands-on accounting expertise, team leadership, and client relationship management across for-profit and nonprofit organizations. You will oversee a team of onboarding accountants and manage multiple client engagements simultaneously, taking ownership of catch-up bookkeeping, account cleanup, reconciliations, and financial record accuracy. Working closely with clients and internal accounting and tax teams, you will establish trust, guide clients through operational changes, and ensure complete, well-documented handoffs. You will also continuously improve onboarding workflows, helping the team deliver a consistent, efficient, and high-quality client experience. This is a remote-first opportunity.

Lead and manage a team of onboarding accountants, assigning responsibilities, reviewing deliverables, establishing quality standards, and supporting professional development.
Serve as the primary delivery lead for new clients after contract signing, setting expectations and building strong client relationships from the beginning.
Oversee all historical accounting and catch-up work, including bookkeeping, account cleanup, reconciliations, and bringing financial records up to date.
Set up new client accounts within internal systems and guide clients through connecting to the required tools and processes.
Manage the client transition process, helping clients move from previous providers and practices while clearly communicating new workflows and expectations.
Ensure accurate, timely handoffs to ongoing Client Accounting Services (CAS) accountants, with complete books and thorough documentation.
Coordinate with tax teams for clients receiving tax services, gathering initial information, sharing onboarding findings, and facilitating introductions.
Monitor a high volume of client onboardings across different stages, identify bottlenecks, and keep delivery timelines on track.
Develop and refine onboarding procedures, checklists, and workflows to improve consistency, efficiency, and the overall client experience.
Ensure clients feel informed and confident throughout their first 30 days, and that their accounting records are ready for ongoing management without additional cleanup.

Requirements

~1 min read

At least 5 years of accounting experience, including significant experience at Senior Accountant level or above.
Strong hands-on expertise in catch-up bookkeeping and accounting cleanup, including resolving incomplete, disorganized, or inaccurate financial records.
Experience with both for-profit and nonprofit accounting.
Demonstrated ability to manage a high volume of concurrent assignments and multiple client engagements at different stages.
Previous experience leading, training, supervising, or reviewing the work of other accounting professionals.
Excellent client communication skills, including the ability to explain complex accounting issues in clear, accessible language and maintain client confidence during challenging transitions.
Proficiency with QuickBooks Online and/or Xero.
Strong organizational skills, attention to detail, problem-solving abilities, and the capacity to manage deadlines and competing priorities.
Preferred qualifications:
- CPA certification or progress toward obtaining a CPA.
- Experience in client accounting services, outsourced accounting, or another client-facing professional services environment.
- Familiarity with insurance agencies, youth sports organizations, or nonprofit organizations.
- Experience developing or improving onboarding, implementation, or client transition processes.
- Working knowledge of business taxation, with the ability to identify accounting cleanup issues that may require tax team attention.
- Strong leadership, coaching, and process improvement capabilities, with a focus on team productivity and consistent service quality.