Client Accounting Onboarding Specialist

Rehmann Robson LLC; Michigan; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Volunteer time off

Flexible work arrangements

Job summary

Rehmann is seeking a Client Accounting Onboarding Specialist to lead onboarding and transformation engagements, modernizing client accounting operations. You will partner with owners and finance leaders to evaluate challenges, design practical solutions, and guide transitions into long-term support models.

The role combines project leadership, process improvement, technology enablement, and advisory services, with opportunities to impact growth and efficiency across client organizations.

Qualifications

• 5+ years in accounting, consulting, operations, PM, or related fields.
• Understanding of accounting operations and business processes.
• Experience leading multi-stakeholder projects or engagements.
• Strong organizational and planning skills with competing priorities.
• Experience guiding operational change and process improvements.

Responsibilities

• Lead client onboarding, implementation, and operational improvement engagements from discovery through transition.
• Partner with clients to assess processes, identify opportunities, and develop efficiency-improving solutions.
• Evaluate workflows and recommend improvements to boost visibility and scalability.
• Manage project plans, timelines, deliverables, and stakeholder communication.
• Facilitate discovery meetings, planning sessions, training, and project updates.
• Help clients adopt new processes, technologies, and ways of working for long-term success.
• Collaborate with internal professionals and external partners to deliver outcomes.
• Develop implementation plans, process maps, and training resources.
• Provide proactive recommendations to improve operational effectiveness and growth.
• Identify opportunities to connect clients with additional Rehmann services.

Skills

Accounting operations

Project management

Process improvement

Client engagement

Stakeholder management

Analytical thinking

Tools

Workflow software

Automation tools

Integrated systems

Job description

Your Passion. Your Purpose. If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: https://www.rehmann.com/careers/

Job Description:

Drive Operational Transformation for Growing Businesses At Rehmann, we help organizations strengthen accounting operations, optimize business processes, and leverage technology to support growth, improve efficiency, and create long-term value.

We're seeking a Client Accounting Onboarding Specialist to lead implementation and transformation engagements that help clients modernize operations, improve workflows, and build scalable accounting and business processes.

This role combines project leadership, process improvement, technology enablement, and client advisory services.

You’ll partner with business owners, finance leaders, and internal teams to evaluate challenges, design practical solutions, lead implementation efforts, and guide successful transitions into long-term support models.

If you're energized by solving complex business challenges, leading meaningful change, and helping organizations operate more effectively, this may be the opportunity you're looking for.

How You Will Make an Impact

• Lead client onboarding, implementation, and operational improvement engagements from discovery through transition.
• Partner with clients to assess current processes, identify opportunities, and develop solutions that improve efficiency, visibility, and scalability.
• Evaluate accounting and operational workflows and recommend improvements that support stronger business outcomes.
• Manage project plans, timelines, deliverables, stakeholder communication, and implementation activities.
• Facilitate discovery meetings, planning sessions, training workshops, and project updates.
• Help clients adopt new processes, technologies, and ways of working that support long-term success.
• Collaborate with internal professionals and external partners to deliver exceptional client outcomes.
• Develop implementation plans, workflow documentation, process maps, and training resources.
• Provide proactive recommendations that improve operational effectiveness, support growth initiatives, and reduce process inefficiencies.
• Identify opportunities to connect clients with additional Rehmann services and specialists that support their evolving needs.
• Contribute to the development of implementation methodologies, best practices, and scalable service offerings.
• Stay informed on emerging technologies, process improvement strategies, and industry trends that can create additional value for clients.

What Success Looks Like

• Deliver projects with confidence and accountability.
• Build trusted relationships with clients and colleagues.
• Create clarity during periods of change and growth.
• Improve processes and operational performance.
• Adapt quickly to new technologies and business challenges.
• Balance strategic thinking with practical execution.
• Help clients achieve measurable improvements that support long-term success.

Desired Skills, Values & Experiences

Professional Experience

• Professional Experience 5+ years of experience in accounting, consulting, business operations, project management, implementation services, process improvement, or related fields.
• Understanding of accounting operations and business processes.
• Experience leading projects, initiatives, or client engagements involving multiple stakeholders.
• Strong organizational and planning skills with the ability to manage competing priorities.
• Experience helping organizations navigate operational change and process improvement efforts.

Project Leadership & Process Improvement

• Ability to lead projects from planning through successful completion.
• Experience evaluating workflows and identifying opportunities for improvement.
• Strong analytical and problem-solving skills.
• Ability to manage change while maintaining positive stakeholder relationships.
• Experience developing documentation, procedures, training materials, or operational best practices.

Technology & Innovation

• Strong technology aptitude and willingness to learn new systems, tools, and applications.
• Experience working with business software, operational platforms, workflow solutions, or integrated technology environments.
• Ability to understand how technology supports business objectives and operational performance.
• Interest in automation, AI, process optimization, and continuous improvement initiatives.

Client Service & Collaboration

• Exceptional communication and relationship-building skills.
• Ability to establish trust and credibility with clients and team members.
• Strong presentation, facilitation, and consultation skills.
• Commitment to delivering outstanding client experiences.
• Collaborative mindset with a passion for helping others succeed.

Personal Attributes

• Curious and improvement-minded.
• Self-motivated and adaptable.
• Entrepreneurial and solution-oriented.
• Strong sense of ownership and accountability.
• Committed to continuous learning and development.
• Demonstrates integrity, professionalism, and a client-first approach.

Bonus Points

• Experience supporting operational transformation or business process improvement initiatives.
• Exposure to accounting, finance, or outsourced accounting environments.
• Experience managing technology-enabled business projects.
• Experience facilitating client onboarding, implementation, or organizational change efforts.
• Familiarity with workflow automation, reporting tools, or integrated business systems.

Why Rehmann?

At Rehmann, you’ll have the opportunity to help businesses navigate growth, embrace change, and strengthen their operations through practical solutions and trusted advisory relationships.

You’ll work alongside professionals who value collaboration, innovation, continuous improvement, and client success while building a career with meaningful opportunities to learn, lead, and make an impact.

Your expertise will help organizations create stronger foundations for the future while contributing to the continued growth and evolution of our advisory and implementation services.

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals.

• benefits focused on physical and mental health
• paid time off for volunteering and diversity-related activities
• flexible work arrangements
• and more

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.

Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services.

For over 80 years, Rehmann has provided forward-thinking solutions to our clients nationwide.

With over 1,000 associates in Michigan, Ohio, and Florida, we are the momentum behind what’s possible.

We focus on the business of business – allowing companies and individuals to focus on what makes them extraordinary.

We help you look to the future with confidence, thanks to our unrivaled expertise and integrity.

Through our partnerships with our clients and communities, we drive impact that empowers our world.

Find us online at rehmann.com