Accounting Onboarding Manager

About the role

The organization operates in the accounting services sector, focusing on providing bookkeeping and accounting solutions to a variety of clients including State Farm agencies, independent and multi-carrier insurance agencies, and youth sports clubs. It addresses the challenge of transitioning new clients to accurate and current financial records, ensuring a smooth handoff from onboarding to ongoing accounting management.

The ACCOUNTING ONBOARDING MANAGER leads the onboarding team responsible for transitioning new clients from contract signing to having up-to-date and clean books ready for ongoing management. This senior role ensures high-quality delivery of retroactive accounting work, manages client transitions from previous providers, and maintains efficient workflows to support a high volume of onboarding projects simultaneously.

Responsibilities

• Lead and manage a team of onboarding accountants by assigning work, reviewing quality, and developing skills
• Serve as the primary contact for new clients immediately after sale closure to establish expectations and trust
• Perform retroactive accounting tasks including catch-up bookkeeping, cleanup, and reconciliations
• Set up client accounts and integrate them with required tools and processes
• Facilitate client transitions from previous providers by managing change and communication
• Ensure thorough handoff of accounts to ongoing accountants with complete documentation
• Coordinate with tax teams to align onboarding insights and introductions
• Monitor multiple onboarding projects, identify bottlenecks, and maintain timelines
• Continuously improve onboarding processes through checklists and workflow enhancements

Requirements

• Over 5 years of accounting experience with significant senior-level responsibilities
• Expertise in catch-up and cleanup accounting, including handling complex or incomplete books
• Experience with both for-profit and nonprofit accounting environments
• Ability to manage multiple concurrent projects at varying stages
• Leadership experience including training and reviewing accountants' work
• Strong client communication skills to explain accounting matters clearly and manage expectations
• Proficiency in QuickBooks Online and/or Xero