Manager, Client Accounting Services Onboarding

Jobtailor; Rockville (MD); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401k with Profit Sharing

Flexible Spending Account

Job summary

Dormont Manufacturing Co is seeking an Onboarding Manager for their Client Accounting team in Rockville, Maryland. This role includes leading client engagements, ensuring seamless transitions, and implementing accounting systems for various clients.

The ideal candidate has a Bachelor’s degree in Accounting or Finance, with 5-8 years of relevant experience. Strong project management and communication skills are essential for success in this challenging yet rewarding role.

Qualifications

• 5–8 years of accounting or finance experience in a client-facing or multi-client environment.
• Experience leading accounting system implementations or client migrations.
• Outstanding communication skills, comfortable presenting to C-suite stakeholders.

Responsibilities

• Lead new client engagement from kickoff to successful handoff.
• Implement cloud accounting platforms specific to client needs.
• Provide initial accounting support during client transition.

Skills

Project management

Client relationship management

Accounting systems implementation

GAAP knowledge

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

QuickBooks Online

Sage Intacct

NetSuite

Xero

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team.

The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle — setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.

This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.

Position Responsibilities:

Client Onboarding & Project Leadership

• Lead each new client engagement from kickoff call through transition to the recurring CAS team
• Serve as the single point of contact for all onboarding-related questions, issues, and communications
• Build and manage project plans with clear scope, milestones, timelines, and budget parameters
• Proactively identify risks and resolve issues before they impact the client experience
• Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escape findings to leadership.
• Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement

Accounting Systems & Technology Implementation

• Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client’s specific needs
• Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).
• Design scalable chart of accounts, reporting structures, and month-end close processes
• Train clients and internal team members on new systems and workflows

Accounting & Financial Reporting

• Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
• Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
• Establish month-end close checklists and standard operating procedures for the ongoing service team

Internal Collaboration & Process Improvement

• Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
• Document client-specific procedures and system configurations for the ongoing team
• Identify and champion process improvements that increase onboarding efficiency and client satisfaction
• Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• 5–8 years of accounting or finance experience, including time in a client-facing or multi-client environment
• Demonstrated experience leading accounting system implementations or client migrations
• Strong working knowledge of GAAP and ability to prepare or review financial statements
• Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
• Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
• Outstanding communication and relationship management skills — comfortable presenting to C-suite stakeholders

Preferred Qualifications:

• CPA license or active candidate
• Public accounting or professional services firm background
• Experience in a managed services or outsourced accounting model
• Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
• Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom

Core Competencies:

• Client Focus — Delivers an exceptional first impression that sets the tone for the long-term client relationship
• Project Ownership — Takes end-to-end accountability for onboarding outcomes without needing close oversight
• Tech Savviness — Quickly learns new platforms and connects the right tools to the client’s business model
• Organized & Detail-Oriented — Tracks dozens of moving parts across simultaneous engagements with precision
• Collaborative — Works effectively across internal teams, escalating appropriately and sharing knowledge freely
• Adaptable — Comfortable in a fast-growing, evolving practice where processes are still being built

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader : Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.