Senior Accountant, Onboarding

As the Senior Accountant, you will be responsible for guiding new clients through the onboarding process and establishing a strong foundation for ongoing financial operations. This role focuses on project-based work, managing timelines and budgets, and collaborating with both clients and internal teams to ensure a smooth transition into our accounting systems. ### Responsibilities * Lead the onboarding process for new clients, ensuring that financial data, systems, and workflows are set up accurately and efficiently. * Serve as the primary point of contact for clients during onboarding, providing clear communication and timely updates. * Review existing financial records, processes, and integrations to identify improvements or potential issues. * Collaborate closely with internal team members to coordinate deliverables and align project goals. * Work with multiple clients across a variety of industries, balancing competing priorities while maintaining high-quality service. * Utilize accounting technology and cloud platforms as part of a complex, integrated stack. * Background in public accounting, preferably from a small or mid-sized CPA firm. * 1–3+ years of experience in accounting or client onboarding roles with direct client interaction. * Demonstrated ability to manage multiple clients and projects independently. * Strong communication, organization, and problem-solving skills. * Comfortable working in a fast-paced environment using modern accounting and workflow tools. * QuickBooks certification is preferred but not required. Salary: USD $3,000–$4,000 per month, depending on experience. PTO: 2 weeks + US or local holidays Unlimited PTO after the 1st year Fully remote work environment