Accounting Services Onboarding Manager

Overview

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. We’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

• Perform client onboarding in compliance with the Outsourced Finance and Accounting Services (OFAS) standard onboarding process.
• Work with the Director on the engagement to ensure onboarding is completed on time and on budget and quickly identifies previously unknown issues and works with the internal team on steps to resolve the issues.
• Orchestrates and implements new client processes and handles the initial set-up of 3rd party applications that the firm and client will use to collaborate for ongoing monthly engagements.
• Work with the Directors to schedule engagement hand-off between onboarding team members and client service team members.
• Adopts, champions, and improves the OFAS standard processes and procedures.
• Maintenance and ensuring internal compliance of the OFAS standard processes and procedures, as well as any client directed processes that need to be followed.
• Manage unexpected and sometimes urgent client matters as they arise.
• On time delivery with regards to internal and external deadlines.
• Recommend opportunities for improvement of client’s processes.
• Budgeting and forecasting projects as needed by client.
• Direct contact with 3rd party vendors for routine client account and support matters.
• Have a clear understanding of the firm's and the OFAS practice policies and procedures and a general knowledge of firm products and services in order to offer value added services to the client.
• Other duties and projects as assigned including one-time projects.

• Bachelor’s degree in accounting or finance preferred.
• Adapts easily to learning new software applications and demonstrates proficiency with core applications.
• Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy.
• Able and willing to learn and use new technology software skills efficiently.
• 5-7 years accounting services experience, with 2-3 years of managing staff, related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance.
• Knowledge and experience with various software packages possessing the ability to easily learn new software applications. Position will work primarily with Quick Books Online, Quick Books Desktop, , a variety of payroll providers, Microsoft Office applications including Teams.
• Has obtained applicable software certifications.
• Attention to detail with the ability to multitask with ease and professionalism across a variety of industries in a fast-paced environment.
• Project management skills are critical with the ability to manage unexpected and sometimes urgent client matters as they arise.
• Strong interpersonal, relationship building, and coaching skills, with the ability to motivate and manage staff.
• Client-centric approach to all matters.
• Team player approach to allow for cross functional…