Client Onboarding Accounting Manager

Targetedaccounting; California (MO); Remote; USD 70,000 - 90,000; Full time

Job summary

Join a dynamic bookkeeping and professional services firm as a Client Onboarding Manager. You will lead a team, onboard new clients, and enhance operational processes. This role offers a high degree of autonomy and the opportunity for professional growth in a flexible work environment.

Benefits

Flexible work hours

Competitive compensation package

Health Spending Account

Professional growth opportunities

Qualifications

• Minimum 5 years of experience in a small to midsize company, preferably an accounting firm.
• Recognized accounting designation in Canada (CPA, CA, CMA, etc.).

Responsibilities

• Manage a team of Client Onboarding Specialists, providing mentorship and professional development.
• Onboard new clients and set up accounting software using best practices.
• Continuously improve operational processes and workflows.

Skills

People Management

Communication

Organizational Skills

Tech Savvy

Education

Bachelor's Degree in Accounting or Business Administration

CPA or CA Designation

Tools

QuickBooks Online

MS Office

Job description

This role presents the candidate with an opportunity to join the management team of a dynamic and growing bookkeeping and professional services firm based in the GTA, serving clients across Canada.

The selected candidate will be responsible for executing activities in 4 different areas

1. Managing a team of Client Onboarding Specialists, providing mentorship and professional development
2. Onboarding new clients and setting up the accounting software using best practices and automating tasks where possible
3. Cleaning up the new clients’ books and seamlessly handing off to full-time bookkeeper and account manager
4. Oversee and continuously improve operational processes (including client and internal processes)

This role is vital to the success of our company. This role is a good fit for a reliable and disciplined self-starter with an aptitude for accounting, bookkeeping clean-up, people management and technology. We're looking to provide the successful candidate with a high degree of autonomy, with accountability.

Role & Responsibilities

1) Managing the Onboarding Team

• Oversee a team of onboarding specialists, providing clear guidance, mentorship, and support to ensure high performance and professional growth
• Establish team goals and objectives aligned with company priorities, and track progress through regular check-ins and performance reviews
• Foster a collaborative and supportive team environment that encourages knowledge sharing, innovation, and continuous improvement
• Identify training needs and create development plans to enhance the team's expertise in bookkeeping, technology, and client engagement
• Act as the escalation point for complex client onboarding issues and support the team in resolving challenges efficiently
• Assess the performance of all direct reports

2) Client Onboarding, Set Up and Process Automation:

Managing Client Onboarding including, but not limited to, the following:

• Set up initial meetings with client
• Determine clients’ desires/needs/concerns
• Review clients present system, looking for gaps
• Identify opportunities for streamlining client processes
• Establish and optimize workflows to ensure they are efficient and tailored for a virtual environment, identifying opportunities for improvement or overhauls as needed.
• Guide clients and team members to adopt streamlined workflows and processes, ensuring alignment with organizational best practices.
• Ensure a smooth transition from the onboarding to the bookkeeper, and ensuring that all transition and information sharing documentation is completed
• Ensure that the Client-Firm Responsibility Matrix is established and expectations set with all stakeholders
• Check in on the bookkeeper once they have started an engagement
• Identify changes in scope of work from interaction with staff and alert sales staff
• Set up and redesign the chart of accounts
• Configure accounting software (e.g., QuickBooks, Dext, Wagepoint, RBC PayEdge) to support efficient workflows and ensure successful client adoption
• Create the training materials and train-in all stakeholders

3) Bookkeeping Clean-up: Catch Up, Period Close, Financial Reporting & Tax Filing:

• Address and resolve complex bookkeeping challenges, including untangling errors, reconciling discrepancies, and rebuilding financial records.
• Perform clean-up accounting with a strategic approach, ensuring smooth handoffs to bookkeepers and long-term sustainability of client financial records.
• Provide catch up accounting, including bookkeeping, AR, AP and payroll
• Close the books by completing bank and balance sheet reconciliation, and preparing adjusting journal entries
• Work directly with the clients to ensure all client emails and calls are responded in a timely manner and follow up where needed
• HST returns
• T4, T5 returns, WSIB, EHT, and other regulatory filings

4) Continuous Process Improvement

• Evaluate current operational processes (all our service offerings) and identify inefficiencies and areas for improvement
• Design and implement new processes and workflows that enhance efficiency and Productivity
• Coordinate with various departments to ensure successful implementation of process changes, including training
• Foster a culture of continuous improvement within the organization.
• Stay up to date with industry-best practices and integrate them into the organization's processes.
• Create project plans, set milestones, and ensure projects are delivered on time and on budget
• Develop training materials and documentation to assist with the adoption of new processes.

Desired Qualifications:

• Recognized accounting designation in Canada (CPA, CA, CMA, etc.)
• Bachelor's degree in accounting or business administration, or equivalent
• Minimum of 5 years of experience in a small to midsize company, preferably an accounting firm
• Strong foundation of cash and accrual bookkeeping and solid understanding of intercompany balance
• Advanced experience in QuickBooks Online, MS Office applications (Excel, Outlook, Word)
• Previous experience in a technology company or technology startup would be an asset

Desired Attributes:

• Excellent track record of people management
• Excellent written and oral communication skills
• Excellent organizational skills and attention to details
• Resourceful and tech savvy

We Offer:

• Flexible work hours and remote work
• Competitive compensation package and benefit plan
• Professional growth and development opportunities
• Opportunity to work within a collaborative office setting

Work Arrangement:

• Flexible: we are mostly remote, but offer and encourage, opportunities to work in an office setting; our leadership team strives to meet once a week in person
• Our office has direct TTC Subway access at York Mill Station and a GO Bus terminal
• Preference will be given to candidates in the GTA, but we will consider candidates across Canada

Job Type: Full-time

Benefits:

• Health Spending and Wellness Spending Account (HSA & WSA)
• Personal Days
• Sick Days

Flexible language requirement: French not required

Schedule: Monday to Friday

Education: Bachelor's Degree (required), CPA or CA designations preferred

Required Experience:

• QuickBooks Online and/or Desktop: 4 years
• Bookkeeping: 4 years

Work Location: Toronto, ON