What You'll Be Responsible For

As an Accounting Advisory Manager focused on New Client Onboarding, you will lead the process of transitioning new clients into our accounting ecosystem. You will oversee onboarding project execution, ensure financial data accuracy, and design scalable workflows that set clients up for long-term success. Your technical proficiency, operational mindset, and client communication skills will be key to building a seamless and high-quality onboarding experience.

Key Responsibilities

• Lead and manage the new client onboarding process, from discovery to successful transition into ongoing service.

• Serve as the primary client contact during onboarding�gather financial data, set expectations, conduct client meetings, communicate progress clearly and proactively, ensuring client satisfaction and retention.

• Develop and document standardized / client-specific workflows and best practices to ensure consistency and scalability in onboarding operations.

• Collaborate cross-functionally with internal teams (Sales, Accounting Recurring Service Team, Tax, and Operations) to ensure smooth client handoffs.

• Providing technical accounting expertise and advisory support on complex accounting issues.

• Build customized financial models and templates using Google Sheets to support client setup, forecasting, and financial analysis.

• Streamline data migration and system setup, including integrations with platforms such as QuickBooks Online, Xero, Bill.com, Ramp, Gusto, and other accounting tools.

• Implement workflow automation and process improvements to enhance efficiency.

• Conduct quality checks on client financial records during onboarding to ensure accuracy and completeness before handoff to the accounting team.

• Create and maintain onboarding documentation and client training resources to enhance knowledge sharing.

• Identify opportunities to improve internal processes through technology, documentation, and client feedback.

• Ensure compliance with GAAP, tax regulations, and company policies.

Daily Tools

• Accounting & Merchant Platforms: QuickBooks (Online and Desktop), Xero, Netsuite (a plus), Bill.com, Ramp, Divvy, ADP, Gusto, Synder, Stripe, Paypal, Shopify, Amazon�

• Workflow & Automation: Keeper, Zapier, 1Password

• Project Management & Communication: Front, Google Suite (Sheets, Docs, Slides), Excel

Requirements

• Bachelor�s degree in Accounting, Finance, or a related field (CPA/CMA preferred).

• 7+ years of accounting firm experience with at least 3 years in client-facing or implementation/project management roles.

• Proven experience managing accounting system setup, data migration, or onboarding projects for US-based clients, various industries such as E-commerce, SaaS, Professional Services, Nonprofits, Restaurant, etc.

• Strong technical skills in QuickBooks, Xero, Google Sheets modeling (important), and automation tools.

• Deep understanding of GAAP and accrual-based accounting.

• Excellent project management and organizational skills�able to manage multiple concurrent onboarding projects.

• Exceptional client communication and relationship-building skills.

• Experience in workflow documentation and process design.

• Experience working with remote or distributed teams is a plus.

You Will Excel In This Role If You

• Thrive in fast-paced, project-based environments and enjoy building efficient systems.

• Are a tech-savvy problem solver who leverages tools to streamline accounting processes.

• Communicate clearly and proactively with clients and team members.

• Enjoy creating clarity from complexity�documenting processes and standardizing workflows.

• Are analytical, detail-oriented, and passionate about improving operational excellence.

• Enjoy mentoring and developing accountants, fostering a culture of excellence and accountability.

• Take ownership and initiative to enhance the client experience from day one.

Compensation: $90,000 to $110,000

Benefits:

• Eligibility: Benefits begin the 1st of the month after 60 days of employment.

• Company-Paid Benefits: Basic Life Insurance and Long-Term Disability.

• Optional Benefits: Various medical, dental, vision, and disability insurance options through United Healthcare, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance.

• 401K: Available after 6 months of employment with a company match and vesting schedule.

• Paid Time Off (PTO): Varies for Non-Managers and Managers, along with paid sick time, bereavement leave, and paid company holidays.

Work Location: Remote

Standard Operating Hours: 9:00-5:00pm EST

Remote Work: If you are a remote employee, you are only authorized to work from one of the approved states listed. Working while traveling to other states or countries is not permitted.

Employment Type: full-time, exempt

Equipment: The company does not provide equipment for this role. However, we utilize Venn, a secure technology solution that creates a protected workspace on your personal device. This allows you to safely use your own computer for work, ensuring company data remains secure while keeping your personal information completely private and separate.

Important Requirement: Information Security & IRS Compliance

As an accounting firm, we must adhere to strict federal data security guidelines associated with IRS Publication 4557. To ensure we remain in compliance, we have implemented a mandatory security verification process that must be completed on your first day

Join the Team That�s Revolutionizing Small Business Accounting

1-800Accountant is not your typical accounting firm. We pride ourselves on fostering work/life balance, offering unparalleled opportunities for internal growth, and embracing innovation. Our team enjoys flexibility, competitive compensation, and access to cutting-edge technology within a fully remote work environment for candidates in the following states: AL, AZ, CT, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NY, NC, OR, PA, TN, TX, UT, WA.

At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support�without the traditional high costs. Through innovative technology and personalized service, we�re redefining how accounting is done in the digital age.

Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We�re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success.

We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you.

We do not provide any type of visa sponsorship at this time. All applicants must be authorized to work in the United States.

Diversity

1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant�s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

If you are a seasoned accounting professional looking to make a significant impact in a dynamic and growing environment, we�d love to hear from you!

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