Remote Onboarding Accounting Specialist: Process & Innovation

Ascend; United States; Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Unlimited PTO

Medical, Dental, Vision, & Voluntary I

401(k) Matching

Annual Performance Bonus

12 Paid Holidays

Flexible Scheduling Options

Innovative Workplan System

$500 annual Vacation Incentive

Commitment to Professional Development

Equity Program Eligibility at Sr. Man…

Job summary

Ascend, in partnership with Opsahl Dawson (ODC), is seeking an Onboarding Accounting Specialist to ensure a seamless onboarding experience for CAS clients and to lead firm-wide initiatives that enhance delivery, operations, and technology integration.

You will bridge internal teams, clients, and leadership, overseeing onboarding processes, driving automation, and coordinating cross‑department projects to support growth and client success.

Qualifications

• Bachelor's degree in business, accounting, or a related field.
• 3–5 years of experience in project management, onboarding, or operations.
• Excellent organizational and time management skills.
• Clear and professional communication, written and verbal.
• High attention to detail and process discipline.
• Strong interpersonal skills to navigate cross-functional teams.
• Comfort with ambiguity and fast-paced change.
• Client service orientation with a proactive mindset.
• QuickBooks and QuickBooks Desktop experience.
• Payroll processing and reporting experience.

Responsibilities

• Lead onboarding phases for new CAS clients, from kickoff to steady-state transition.
• Create and manage client onboarding project plans and timelines.
• Conduct needs assessments and tailor onboarding processes accordingly.
• Coordinate and execute firm-wide special projects, such as software rollouts and new service launches.
• Develop onboarding SOPs, templates, and best practices.
• Maintain onboarding metrics and report to leadership.
• Train CAS team members on onboarding processes and tools.
• Facilitate cross-departmental collaboration for multi-service clients.

Skills

Organizational skills

Time management

Communication skills

Interpersonal skills

Problem-solving

Education

Bachelor's degree in business, accounting, or related field

Tools

QuickBooks

QuickBooks Desktop

Bill.com

Payroll platforms

Job description

Ascend, in partnership with Opsahl Dawson (ODC), is seeking an Onboarding Accounting Specialist to ensure a seamless onboarding experience for CAS clients and to lead firm-wide initiatives that enhance delivery, operations, and technology integration.

You will bridge internal teams, clients, and leadership, overseeing onboarding processes, driving automation, and coordinating cross‑department projects to support growth and client success.