Client Accounting Services Onboarding Specialist

The ideal candidates will have the following qualities:

• BS in accounting, MACC/CPA preferred
• 4+ years client accounting services, audit, or industry experience in SAAS, NPO, or professional services
• Strong GAAP knowledge
• Ability to work both independently and as part of a team of professionals at all levels
• Proactive self-starter
• Task-oriented and high attention to detail
• Ability to prioritize tasks and work under tight deadlines
• Strong verbal and written communication skills
• Demonstrates leadership, ownership, and problem-solving skills
• Attributes of an ideal team player, as well as high integrity and a positive attitude
• Willingness to work a hybrid remote, in-office, and at client schedule
• Experience working with common small and mid-sized accounting platforms such as Quick Books Online, Net Suite or Jirav
• Proficient in Microsoft Office Suite – primarily Outlook, Excel, and Word.

• Work with the client accounting services team that performs outsourced accounting services for clients – you will assist client service managers in delivering books and records for clients that have outsourced this function to our firm. Duties vary by client but may include:
  • Work with clients and other internal team members to oversee the entire client onboarding experience from proposal through the entire accounting cleanup and setup process once a lead becomes a client
  • Ownership of setting up all client initial accounting including calculating, preparing, and booking calculation such as accrued expenses, stock options, leases, fixed assets, prepaid expenses, deferred revenue, debt, and all other month end calculations.
  • Clean up and correct errors during the client on-boarding
  • Research technical accounting issues
• Make suggestions for processes, systems, and technology to improve the efficiency and quality of the client experience
• Act as an integral team player to ensure client are onboarded with the high standards of customer experience
• Interact directly with clients and deliver high quality customer service.