Accounting Manager - Onboarding
C
Club Capital, LLCAccounting services
Source API remote eligibility restrictions: United StatesFull-TimeManager
Salary90,000 - 120,000 USD per year
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Job Details
- Experience
- 5+ years of accounting experience
- Required Skills
- Accounting
Requirements
- Have 5+ years of accounting experience, with significant time at the Senior Accountant level or above.
- Bring deep experience with catch-up and cleanup work, including untangling messy or incomplete books.
- Have experience with both for-profit and nonprofit accounting.
- Be able to manage a high volume of work at different stages simultaneously.
- Have experience leading, training, or reviewing the work of other accountants.
- Communicate clearly with clients and explain accounting issues in plain English.
- Be proficient in QuickBooks Online and/or Xero.
- CPA or progress toward a CPA is a plus.
- Experience in a CAS, outsourced accounting, or client-facing firm environment is a plus.
- Familiarity with insurance agencies, youth sports, or nonprofit organizations is a plus.
- Experience building or improving onboarding or implementation processes is a plus.
- Working knowledge of business tax is a plus.
Responsibilities
- Lead and manage onboarding accountants by assigning work, reviewing output, setting quality standards, and developing the team.
- Serve as the delivery lead for new clients after the sale closes, setting expectations and building trust.
- Deliver retroactive accounting work, including catch-up bookkeeping, cleanup, and reconciliations, and bring books current and accurate.
- Set up new client accounts and connect clients to the tools and processes they will use.
- Help clients transition from prior providers and explain changes to their accounting processes.
- Hand off complete books and clear documentation to the ongoing CAS accountant.
- Coordinate with the tax team by sharing onboarding information, answering initial questions, and introducing clients to the team.
- Track high-volume onboardings, identify bottlenecks, and keep timelines on track.
- Improve onboarding workflows by building checklists and tightening processes.
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