Accounting Services Client Onboarding Manager

Accounting Services Client Onboarding Manager

1 day ago Be among the first 25 applicants

Calvetti Ferguson is a leading CPA and advisory firm that is more than just numbers. We are a team of passionate professionals dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

The Accounting Services service line partners with middle‑market companies to provide outsourced accounting functions.

The Onboarding Manager will have responsibility for the successful integration of new clients. This role will oversee the onboarding process, including reviewing financials, managing accounting clean‑up and adjustments, setting up initial documentation and processes, and coordinating closely with clients throughout. In addition, the onboarding process will often involve system conversions and process implementation. This role will work with a variety of industries and accounting issues and may involve extensive catch‑up, clean‑up, and cash‑to‑accrual conversion or GAAP implementation.

Strong project management skills are necessary, including scheduling resources, creating and monitoring check‑lists and project plans for multiple projects, and maintaining the actual costs incurred against budget.

The candidate should have experience performing aspects of a robust month‑end close process as well as experience in a professional/client service role.

• Bachelor’s or Master’s degree in Accounting
• CPA license or plans to obtain
• 6‑8 years total experience in accounting, with experience in a professional services role
• Complete understanding of the full accounting cycle
• Complete knowledge of financial statements
• Experience using Quick Books, Excel, and Word is required

Calvetti Ferguson does not provide immigration or work visa sponsorship.

At Calvetti Ferguson, you’ll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you’re looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

• Mid‑Senior level

• Full‑time

• Accounting/Auditing and Finance

• Accounting

Referrals increase your chances of interviewing at Calvetti Ferguson by 2x

Apply BELOW