Accounting Manager - Onboarding

Jobgether; Oregon; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Remote-first

Leadership role

Career development

Compensation details not provided

Job summary

Jobgether seeks an Accounting Manager - Onboarding in the United States. You will lead the onboarding function for a growing client base, guiding new clients from signing to ongoing accounting support, while managing a team of onboarding accountants and multiple engagements.

The role blends hands-on accounting work, leadership, and client relationship management across for-profit and nonprofit clients. Remote-first setup with active process improvements.

Qualifications

• Minimum 5 years of accounting experience, including Senior Accountant level or above.
• Experience with catch-up bookkeeping and cleaning disorganized or incomplete records.
• Experience in for-profit and nonprofit accounting.
• Proven ability to manage multiple client engagements concurrently.
• Experience leading, training, supervising, or reviewing other accounting professionals.
• Excellent client communication and ability to explain complex accounting issues clearly.

Responsibilities

• Lead and manage a team of onboarding accountants, assign responsibilities, review deliverables, set quality standards.
• Act as delivery lead for new clients after contract signing, building strong client relationships.
• Oversee historical accounting and catch-up work, ensuring records are up to date.
• Set up new client accounts and connect them to required tools and processes.
• Manage the client transition process from previous providers, communicating new workflows.
• Ensure thorough handoffs to ongoing CAS accountants with complete books and documentation.
• Coordinate with tax teams for clients receiving tax services; share onboarding findings.
• Monitor high volume onboardings across stages and keep timelines on track.
• Develop and refine onboarding procedures, checklists, and workflows for consistency and efficiency.
• Ensure clients are informed and confident in first 30 days, with clean records for ongoing management.

Skills

Team leadership

Client communication

Accounting cleanup

Time management

Problem solving

Education

CPA certification or CPA track

Tools

QuickBooks Online

Xero

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Accounting Manager - Onboarding based in the United States. The Accounting Manager - Onboarding will lead the client onboarding function for a growing business management services organization, ensuring every new client transitions smoothly from signing to ongoing accounting support. This senior role combines hands-on accounting expertise, team leadership, and client relationship management across for-profit and nonprofit organizations. You will oversee a team of onboarding accountants and manage multiple client engagements simultaneously, taking ownership of catch-up bookkeeping, account cleanup, reconciliations, and financial record accuracy. Working closely with clients and internal accounting and tax teams, you will establish trust, guide clients through operational changes, and ensure complete, well-documented handoffs. You will also continuously improve onboarding workflows, helping the team deliver a consistent, efficient, and high-quality client experience. This is a remote-first opportunity.

Accountabilities

• Lead and manage a team of onboarding accountants, assigning responsibilities, reviewing deliverables, establishing quality standards, and supporting professional development.
• Serve as the primary delivery lead for new clients after contract signing, setting expectations and building strong client relationships from the beginning.
• Oversee all historical accounting and catch-up work, including bookkeeping, account cleanup, reconciliations, and bringing financial records up to date.
• Set up new client accounts within internal systems and guide clients through connecting to the required tools and processes.
• Manage the client transition process, helping clients move from previous providers and practices while clearly communicating new workflows and expectations.
• Ensure accurate, timely handoffs to ongoing Client Accounting Services (CAS) accountants, with complete books and thorough documentation.
• Coordinate with tax teams for clients receiving tax services, gathering initial information, sharing onboarding findings, and facilitating introductions.
• Monitor a high volume of client onboardings across different stages, identify bottlenecks, and keep delivery timelines on track.
• Develop and refine onboarding procedures, checklists, and workflows to improve consistency, efficiency, and the overall client experience.
• Ensure clients feel informed and confident throughout their first 30 days, and that their accounting records are ready for ongoing management without additional cleanup.

Requirements

• At least 5 years of accounting experience, including significant experience at Senior Accountant level or above.
• Strong hands-on expertise in catch-up bookkeeping and accounting cleanup, including resolving incomplete, disorganized, or inaccurate financial records.
• Experience with both for-profit and nonprofit accounting.
• Demonstrated ability to manage a high volume of concurrent assignments and multiple client engagements at different stages.
• Previous experience leading, training, supervising, or reviewing the work of other accounting professionals.
• Excellent client communication skills, including the ability to explain complex accounting issues in clear, accessible language and maintain client confidence during challenging transitions.
• Proficiency with QuickBooks Online and/or Xero.
• Strong organizational skills, attention to detail, problem-solving abilities, and the capacity to manage deadlines and competing priorities.
• Preferred qualifications:
• CPA certification or progress toward obtaining a CPA.
• Experience in client accounting services, outsourced accounting, or another client-facing professional services environment.
• Familiarity with insurance agencies, youth sports organizations, or nonprofit organizations.
• Experience developing or improving onboarding, implementation, or client transition processes.
• Working knowledge of business taxation, with the ability to identify accounting cleanup issues that may require tax team attention.
• Strong leadership, coaching, and process improvement capabilities, with a focus on team productivity and consistent service quality.

Benefits

• Work arrangement: Remote-first organization, supporting work-life balance.
• Professional development: Opportunity to lead and develop an accounting team while improving client onboarding operations.
• Career impact: Senior-level ownership of a key client delivery function, with opportunities to shape processes and service standards.
• Compensation and additional benefits: Specific salary, healthcare, retirement, and paid leave details were not provided in the job description.