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Arbcentrix Corporation is seeking a Senior Accountant – Client Intake & Accounting Technology to support the growth of its Client Accounting Services. This hybrid role requires strong accounting foundations, CPA-firm experience, and the ability to interact directly with clients.
The candidate will onboard new CAS clients, analyze their accounting environments, and transition them into ongoing CAS operations while improving processes and reporting through various accounting platforms.
Arbcentrix is seeking an experienced Senior Accountant – Client Intake & Accounting Technology to support the continued growth of our Client Accounting Services (CAS) practice. This is a hybrid role requiring a strong accounting foundation, prior CPA-firm experience, exceptional technology aptitude, and the confidence to interact directly with clients. The resource will work closely with Client Intake Manager to onboard new CAS clients, understand and troubleshoot their existing accounting and technology environments, evaluate historical financial information, identify opportunities to improve accounting structures and reporting, and ultimately transition each client into KLR's ongoing CAS operation.
Support the transition of newly acquired clients from Business Development into the CAS organization
Work directly with clients to understand their accounting processes, technology platforms, historical financial information, and reporting requirements
Gather and organize financial and operational information required to onboard each client
Review historical financial statements and underlying accounting records and assess the quality and organization of client books
Identify accounting inconsistencies, cleanup requirements, and opportunities to improve reporting
Evaluate and recommend modifications to the client's Chart of Accounts where appropriate
Understand each client's existing accounting technology stack and become proficient across multiple accounting and supporting technology platforms
Troubleshoot technology and data issues encountered during client intake
Document client-specific accounting processes and technology workflows and develop repeatable onboarding procedures, SOPs, and playbooks
Create an organized handoff from Client Intake into the ongoing CAS team
Bachelor's degree in Accounting required
Senior Accountant-level accounting experience
Prior CPA/public accounting firm experience required—either directly working for a CPA firm in the Philippines or supporting a U.S.-based CPA/public accounting firm from the Philippines
Strong understanding of the full accounting cycle
Experience reviewing financial statements, general ledgers, and historical accounting records
Strong understanding of Chart of Accounts structure and financial reporting
Demonstrated aptitude for accounting technology and learning new systems
Excellent written and verbal English communication skills
Comfortable communicating directly with U.S.-based clients
Self-directed, intellectually curious, and capable of independently learning unfamiliar businesses and systems