Client Onboarding Consultant

Jobtailor; Alabama; On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor is seeking a senior Onboarding and Accounting Operations professional in the United States. You will own client onboarding activities, collaborate with accounting and finance teams, and ensure accurate GL mapping and timely month-end processes.

This role requires extensive experience in payroll, reconciliations, and financial reporting to support scalable client onboarding. You will coordinate timelines, monitor SLAs, and communicate risks and updates to senior leadership, while

Qualifications

• Bachelor’s degree in accounting is required; CPA preferred.
• Six or more years of relevant accounting or financial operations experience.
• Strong knowledge of accounting systems setup and project management.
• Hands-on experience with reconciliations, payroll, monthly close, and financial statements.

Responsibilities

• Contribute to the development, documentation, and ongoing refinement of a scalable client onboarding process.
• Create, own, and manage assigned onboarding activities as the point of contact for onboarding tasks.
• Review notes and recordings to understand client goals and onboarding requirements.
• Develop onboarding timelines, calendars, and agendas; monitor SLAs and progress.
• Communicate status updates, risks, and changes to the Chief Client Success Officer and onboarding team.
• Coordinate payroll setup activities and transition payroll providers when required.
• Perform general ledger mapping and ensure alignment with accounting standards.
• Review and correct client accounting records for accuracy and compliance.
• Draft onboarding checklists and manuals for new clients.
• Facilitate smooth handoffs from onboarding to the internal accounting team.
• Identify efficiencies and implement continuous improvement in workflows.

Skills

Client Onboarding

Accounting

Project Management

Financial Operations

Education

Bachelor's degree in accounting

Tools

QuickBooks Online

Microsoft Office Suite

Dropbox

Zoom

GoToMeeting

Job description

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.


• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.


• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.


• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).


• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.


• Establish and manage onboarding schedules and task calendars for each assigned client.


• Coordinate payroll setup activities, including transitioning payroll providers when required.


• Perform general ledger mapping and ensure alignment with e2E accounting standards.


• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.


• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.


• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.


• Ensure accuracy and completeness of all adjusting journal entry schedules.


• Draft accounting manuals and onboarding checklists for new clients using established templates.


• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.


• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.


• Perform additional onboarding tasks and client‑related projects as assigned.

Requirements

• Bachelor’s degree in accounting required; CPA preferred.


• Six (6) or more years of relevant accounting or financial operations experience.


• Strong accounting and financial operations knowledge, including systems setup and project management.


• Hands‑on experience performing bank and credit card reconciliations, accounts payable and receivable, payroll processing, monthly close, adjusting journal entries, and financial statement preparation.


• Experience setting up and running payroll preferred.


• Proficiency with QuickBooks Online is required; experience with other accounting software like Ramp is a plus.


• Skilled in Microsoft Office Suite, document‑sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).


• Exceptional customer service skills with a client‑centric mindset.

Core Competencies

Demonstrates expertise in client onboarding processes, accounting practices, and financial operations, with a strong focus on project management and client communication. Proficient in utilizing accounting software and tools to enhance efficiency and ensure compliance.

Highest-signal resume keywords

• Bachelor's Degree In Accounting


• CPA Preferred


• Six Years Of Relevant Accounting Experience


• Proficiency With QuickBooks Online


• Strong Accounting And Financial Operations Knowledge

ATS Optimization Keywords

Hard Skills

• Bank Reconciliation


• Credit Card Reconciliation


• Accounts Payable


• Accounts Receivable


• Payroll Processing


• Monthly Close


• Adjusting Journal Entries


• Financial Statement Preparation


• Project Management


• Client Onboarding

Soft Skills

• Exceptional Customer Service


• Client-Centric Mindset

Certifications & Qualifications

• CPA Preferred

Industry Keywords

• Client Onboarding Process


• Accounting Standards


• Financial Operations


• Service-Level Agreements


• Continuous Improvement

Tools & Technologies

• QuickBooks Online


• Microsoft Office Suite


• Dropbox


• Zoom


• GoToMeeting