Manager, Client Accounting Services Onboarding

Position Responsibilities:

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 escalate 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 (QuickBooks Online, Xero, Sage Intacct, NetSuite) 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

Qualifications:

• 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 QuickBooks Online (QBO) and/or Sage Intacct; NetSuite 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

Preferred Qualifications:

CPA license or active candidate
Public accounting or professional services firm background
Experience in a managed services or outsourced accounting model
Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom

Core Competencies:

Client Focus — Delivers an exceptional first impression that sets the tone for the long-term client relationship
Project Ownership — Takes end-to-end accountability for onboarding outcomes without needing close oversight
Tech Savviness — Quickly learns new platforms and connects the right tools to the client’s business model
Organized & Detail-Oriented — Tracks dozens of moving parts across simultaneous engagements with precision
Collaborative — Works effectively across internal teams, escalating appropriately and sharing knowledge freely
Adaptable — Comfortable in a fast-growing, evolving practice where processes are still being built