Accounting Manager - Onboarding

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Accounting Manager
- Onboarding based in the United States. 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.

• 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 Quick Books 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.

• Work arrangement:
  Remote-first organization, supporting work-life balance.
• Professional development:
  Opportunity to lead and develop an accounting team while improving client onboarding operations.
• Career impact:
  Senior-level ownership of a key client…