Manager, Client Accounting Services Onboarding

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.

Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team.

The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle — setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.

This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.

Client Onboarding & Project Leadership

• Lead each new client engagement from kickoff call through transition to the recurring CAS team
• Serve as the single point of contact for all onboarding-related questions, issues, and communications
• Build and manage project plans with clear scope, milestones, timelines, and budget parameters
• Proactively identify risks and resolve issues before they impact the client experience
• Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escape findings to leadership.
• Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement

Accounting Systems & Technology Implementation

• Implement and optimize cloud accounting platforms (Quick Books Online, Xero, Sage Intacct, Net Suite) to meet each client’s specific needs
• Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).
• Design scalable chart of accounts, reporting structures, and month-end close processes
• Train clients and internal team members on new systems and workflows

Accounting & Financial Reporting

• Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
• Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
• Establish month-end close checklists and standard operating procedures for the ongoing service team

Internal Collaboration & Process Improvement

• Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
• Document client-specific procedures and system configurations for the ongoing team
• Identify and champion process improvements that increase onboarding efficiency and client satisfaction
• Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping

• Bachelor’s degree in Accounting, Finance, or related field
• 5–8 years of accounting or finance experience, including time in a client-facing or multi-client environment
• Demonstrated experience leading accounting system implementations or client migrations
• Strong working knowledge of GAAP and ability to prepare or review financial statements
• Proficiency in Quick Books Online (QBO) and/or Sage Intacct;
  Net Suite and/or Xero experience a plus
• Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
• Outstanding communication and relationship management skills — comfortable presenting to C-suite stakeholders

• CPA license or active candidate
• Public accounting or professional services firm background
• Experience in a managed services or outsourced accounting model
• Familiarity with…