Accounting Advisory Manager - New Client Onboarding Lead

1-800Accountant; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

A leading accounting firm in the United States is seeking an Accounting Advisory Manager to lead the onboarding process for new clients. This role requires a strong background in technical accounting and project management, along with exceptional communication skills to ensure a seamless client experience. The ideal candidate will have over 7 years of experience in the accounting field, with proven abilities in managing onboarding projects and developing efficient workflows. Strong knowledge of GAAP and tools like QuickBooks and Google Sheets is essential.

Qualifications

• 7+ years of accounting firm experience with at least 3 years in client-facing roles.
• Strong technical skills in QuickBooks, Xero, and Google Sheets modeling.
• Deep understanding of GAAP and accrual-based accounting.

Responsibilities

• Lead and manage the new client onboarding process.
• Serve as the primary client contact during onboarding.
• Implement workflow automation and process improvements.

Skills

Client communication

Project management

Technical accounting skills

Workflow documentation

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or a related field

Tools

QuickBooks

Xero

Google Sheets

Zapier

Excel

Job description

A leading accounting firm in the United States is seeking an Accounting Advisory Manager to lead the onboarding process for new clients. This role requires a strong background in technical accounting and project management, along with exceptional communication skills to ensure a seamless client experience. The ideal candidate will have over 7 years of experience in the accounting field, with proven abilities in managing onboarding projects and developing efficient workflows. Strong knowledge of GAAP and tools like QuickBooks and Google Sheets is essential.