Senior Associate, Accounting & Client Onboarding

Share your expertise, grow your skills and let your personality shine at Journey Advisors + CPAS! We’re looking for dedicated, passionate people who are eager to learn and collaborate. Sound like you? Check out our open roles below.

At Journey, we help our clients move forward with clarity and confidence through better financials, smarter tax planning, and thoughtful business advice. As a Senior Associate of Accounting & Client Onboarding, you’ll play an integral role in welcoming new clients to the “Journey Way” by ensuring they are set-up for success right from the get-go. You’ll learn their story, gather all relevant information, establish accurate opening balance sheets and/or clean up prior book-keeping, and educate them on Journey’s accounting process.

In addition, you’ll work with some of your own clients to prepare their monthly financial statements and help them make sense of their numbers.

We’re looking for someone who has 3+ years of full-cycle accounting experience and loves a lot of hands‑on client support. If you enjoy explaining the ins and outs of accounting and building strong client relationships, this might be just the role for you!

What You’ll Do

Client Onboarding & Education

• Lead end‑to‑end onboarding for new clients, including document collection, system setup (Quick Books, Hubdoc, etc.), account connections, and accurate opening balances
• Review, clean up, and transition prior accounting records for new and existing businesses
• Educate and guide business owners on financial statements, accounting workflows, and firm processes using clear, non‑technical communication

Ongoing Accounting & Review

• Prepare, reconcile, and maintain monthly financial statements for clients across multiple industries
• Perform financial analysis and deliver clear written summaries and insights to clients
• Review team members’ work for accuracy and communicate accounting, bookkeeping, and payroll matters with clients in a professional and approachable manner

Team & Firm Support

• Support training and onboarding of new accounting and tax team members and collaborate to improve workflows and client experience
• Research and help implement new technologies to enhance onboarding and accounting processes
• Assist with individual and business tax return preparation during tax season

What You Bring

• A bachelor’s degree in accounting or a related field
• 3+ years of full-cycle accounting experience
• CPA preferred, but not required
• Prior experience and sincere interest in working directly and frequently with clients

Confidence explaining accounting concepts clearly, patiently, and in a client‑friendly way

• A genuine desire to support and see business owners succeed
• Professionalism, attention to detail, and a strong sense of ownership
• Openness to learning and feedback, and a desire to keep improving
• Strong communication skills, both written and verbal
• Ability to work independently, prioritize tasks, and manage deadlines

What to Expect

• Full time, in-person collaboration at either our Grand Rapids, MI or Naperville, IL office
• Limited time off during tax season (January 15 – April 15)
• Expectation of 50–55 hours/week during tax season, including some Saturdays
• Occasional travel (1–4 times/year) for conferences, client meetings, or team events
• A team that cares deeply about its people, its clients, and doing work that matters

We’re not just looking for someone to fill a seat; we’re looking for someone ready to grow, contribute, and help us make great things happen for our clients and our Journey team.

At Journey Advisors & CPAs, we offer more than just a job—we offer the opportunity to grow, contribute, and enjoy the work along the way. Here’s what you can expect:

Comprehensive…