Client Onboarding & Growth Specialist

Mayatax; Houston (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

Mayatax, a Houston-based tax, accounting, and business services firm, seeks a proactive onboarding specialist to manage the first 60 days with new clients. You will excel at gathering data, setting expectations, and coordinating with delivery teams while spotting cross-sell opportunities and supporting outbound initiatives.

You will read trial balances, explain messy books to owners, and maintain strong client relationships, all within a hands-on, revenue-influencing role.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 2–4 years at a CPA firm or client accounting services role.
• Experience reading trial balances and explaining books to owners.

Responsibilities

• Own end-to-end client onboarding from signed engagement to delivery handoff.
• Lead kickoff calls to confirm scope, dates, access, priorities.
• Review prior-year returns and financials to identify gaps and risks.
• Set up clients in Canopy, QuickBooks Online, or Xero and create initial workflows.
• Coordinate with delivery teams to ensure timely, accurate deliverables.
• Flag scope mismatches and right-size engagements early.
• Maintain onboarding checklists and templates; suggest improvements.
• Track onboarding metrics such as time to first deliverable and retention.

Skills

Accounting degree

CPA firm experience

QuickBooks Online

Xero

Client onboarding

CRM experience

Sales orientation

Education

Bachelor's degree in accounting, finance, or a closely related field

Tools

Canopy

QuickBooks Online

Xero

HubSpot

Job description

Founded in 2005, Mayatax is a Houston-based tax, accounting, and business services firm serving more than 3,500 clients across 17+ industries and 37 states. Our clients are business owners who are busy running their companies and want a partner who answers the phone, explains things clearly, and keeps their books, payroll, and taxes in order. We pair client-facing teams with robust, structured delivery teams, which lets us provide the responsiveness and personal touch of a boutique firm with the capacity and scale of a much larger one. Our clients range from owner-operated small businesses to multi-entity companies.

About the Role

Reports to Director of Growth.

Employment type: Full-time.

Time allocation: Approximately 70% client onboarding, 30% outbound sales and cross-sell.

The first 60 days of a client relationship decide whether that client stays for years or leaves after one season. This role owns those 60 days. You will be the face of Mayatax from signed engagement to steady-state service: gathering what we need, setting expectations, getting the client live on our systems, and handing off to the delivery team a client who is organized, confident, and glad they chose us. Because you will understand each new client's business better than anyone else at that stage, you are also well place to spot what else they need. About a third of your time will go to growth: identifying cross-sell opportunities during onboarding and working alongside the sales team on outbound initiatives to bring in new clients. This is a hands-on role for someone with a real accounting foundation who also enjoys the relationship side of the work. You will not be preparing returns, but you will need to read a trial balance, understand what a messy set of books looks like, and explain it to an owner in plain terms.

Responsibilities

Client Onboarding (approximately 70%)

• Own the process. Own the end-to-end onboarding process for every new client, from signed engagement through handoff to the ongoing service team.
• Run kickoffs. Lead kickoff calls to confirm scope, key dates, access needs, and the client's priorities and pain points.
• Assess the starting point. Collect and review prior-year returns, financial statements, bank and payroll access, entity documents, and tax notices; identify gaps, cleanup needs, and deadline risks before work begins.
• Get clients live. Set up clients in Canopy, QuickBooks Online or Xero, payroll platforms, and related systems, and create the initial workflow and tasks for the delivery team.
• Coordinate delivery. Coordinate with delivery teams so the first deliverables are on time and correct.
• Protect scope. Flag scope mismatches between what was sold and what the client actually needs, and work with leadership to right-size the engagement early.
• Improve the playbook. Maintain and improve onboarding checklists, templates, and client communications; recommend process and automation improvements.
• Measure it. Track and report onboarding metrics, including time to first deliverable, onboarding completion, early client satisfaction, and early-stage retention.

Growth and Outbound Sales (approximately 30%)

• Cross-sell. Identify cross-sell opportunities during onboarding, such as payroll, sales tax, bookkeeping, or notice resolution, and convert them with the client or route them to the right team.
• Outbound. Partner with the sales team on outbound campaigns to target industries and communities, including prospect research, calls, email sequences, and follow-up.
• Support closes. Support discovery calls and proposals where accounting knowledge helps close the deal.
• Referral relationships. Build and maintain relationships with referral sources such as bankers, realtors, mortgage brokers, and attorneys.
• CRM discipline. Keep all activity, opportunities, and client records current in HubSpot.

Qualifications

• Bachelor's degree in accounting, finance, or a closely related field.
• Two to four years of experience at a CPA firm, bookkeeping practice, client accounting services team, or similar client-facing accounting environment.
• Working knowledge of small business bookkeeping, payroll, and federal, state, and local tax compliance basics.
• Hands-on experience with QuickBooks Online and/or Xero.
• Strong relationship-building skills and the ability to explain accounting concepts to business owners without jargon.
• Highly organized, able to manage many clients at different stages at once without dropping details.
• Comfort with, and interest in, a sales component that includes outbound outreach and a commission target.

Required Skills

• Working knowledge of small business bookkeeping, payroll, and federal, state, and local tax compliance basics.
• Hands-on experience with QuickBooks Online and/or Xero.
• Strong relationship-building skills and the ability to explain accounting concepts to business owners without jargon.
• Highly organized, able to manage many clients at different stages at once without dropping details.
• Comfort with, and interest in, a sales component that includes outbound outreach and a commission target.

Preferred Skills

• Experience with Canopy, Ignition, HubSpot, Gusto, or similar practice management, proposal, CRM, and payroll tools.
• Prior experience in client onboarding, implementation, or account management.
• Prior experience carrying a sales or business development target.

WHAT SUCCESS LOOKS LIKE

• New clients are fully onboarded and receiving their first deliverables on schedule.
• The service delivery team receives clean, complete handoffs with no surprises on scope or deadlines.