WFH Client Onboarding Accountant

BruntWork; Metro Manila; Remote; PHP 1,302,000 - 2,431,000; Full time

Benefits offered by this job

Health Insurance coverage for eligible

Permanent work from home

Immediate hiring

Job summary

BruntWork seeks an experienced Client Onboarding Accountant to guide new clients through accounting implementation and prepare them for a smooth transition to the Operations Team. You will own the client relationship during implementation, run onboarding meetings, review records, and coordinate with our offshore team while ensuring quality and adherence to scope.

The role requires US accounting principles experience, solid communication with clients, and ability to document recurring procedures

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Experience applying US accounting principles and practices.

Responsibilities

• Conduct client kickoff and onboarding meetings to confirm needs and scope.
• Review accounting records, systems, and access; identify cleanup priorities and risks.
• Develop a client-specific implementation plan with deadlines and deliverables.
• Validate opening balances, reconciliations, and prior-period information.
• Coordinate work with offshore accounting team and review completed work for accuracy.
• Document client procedures, preferences, reporting requirements, and recurring responsibilities.
• Establish recurring procedures, close schedules, and reporting expectations before handoff.
• Complete transition and knowledge transfer to Operations Team.

Skills

Client communication

US GAAP

Month-end close

Financial reporting

Problem solving

Offshore coordination

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks Online

Cloud-based accounting systems

Job description

Overview

This company is seeking an experienced Client Onboarding Accountant to guide new clients through accounting implementation and prepare them for a successful transition to our Operations Team. This role owns the client relationship during implementation, conducts onboarding meetings, reviews accounting records, coordinates work with our offshore team, performs quality reviews, and documents the client's recurring accounting procedures.

Schedule

• Monday to Friday, 8:30am to 5:30pm Eastern Time - with an hour unpaid break (8 hours per day, 40 hours per week)

Key Responsibilities

• Conduct client kickoff and onboarding meetings, and meet with the PIC or originator to confirm the client's needs, goals, and engagement scope.
• Review accounting records, systems, processes, and access requirements; identify cleanup needs, missing information, accounting risks, and implementation priorities.
• Develop a client-specific implementation plan with clear priorities, deadlines, and deliverables.
• Validate opening balances, reconciliations, and prior-period accounting information.
• Prepare clear instructions and coordinate work assigned to the offshore accounting team
• Review completed work for accuracy, quality, and compliance with the engagement scope.
• Communicate proactively with clients and resolve outstanding onboarding issues.
• Monitor engagement scope, timeline, and budget, escalating risks promptly.
• Document client procedures, preferences, reporting requirements, and recurring responsibilities.
• Establish recurring accounting procedures, close schedules, and reporting expectations before handoff.
• Complete the transition and knowledge transfer to the Operations Team.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Professional experience applying US accounting principles and practices.
• Experience with bookkeeping, reconciliations, month-end close, financial reporting, and accounting cleanup.
• Strong client communication, technical review, and problem-solving skills.
• Experience coordinating or reviewing work performed by offshore or remote accounting teams.
• Proficiency with QuickBooks Online and cloud-based accounting systems.

Preferred Qualifications

• CPA license or CPA candidacy preferred.
• Accounting firm or client-onboarding experience is a plus.

Independent Contractor Perks

• Health Insurance coverage for eligible locations
• Permanent work from home
• Immediate hiring