Remote Senior Accountant: Client Onboarding & Setup Lead

Hall CPA PLLC; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Tech reimbursement

Unlimited vacation

401(k) matching

Job summary

Hall CPA, a 100% virtual real estate focused public accounting firm, seeks a senior Setups lead to own 30+ client engagements over 5–6 week cycles and to guide an offshore team through clean-up, catch-up, and tax readiness.

You will run kickoff calls, set timelines, supervise offshore staff, and maintain strong client communication while delivering accurate books and smooth transitions to monthly and tax teams.

Qualifications

• Bachelor's degree in accounting is required.
• 3+ years of public accounting experience in a client-facing role.
• Experience supervising or reviewing the work of other accountants.
• Strong QuickBooks Online experience (QBO certification preferred).
• Real estate or property management accounting experience is a plus.

Responsibilities

• Run the kickoff call after the engagement is sold, set expectations, and own the timeline through close-out.
• Set up and clean up QuickBooks Online files, including chart of accounts, entity structure, and catch-up work, so books flow cleanly into tax reporting.
• Supervise and review offshore team members by setting deadlines, managing capacity, and giving clear direction and feedback.
• Maintain client communication throughout the engagement, including status updates, follow-ups for missing information, and a delivery call to walk through the final books and train clients who will maintain their own.
• Prioritize 30+ engagements at once and elevate early when something is at risk.
• Prepare handoffs with full context so the monthly or tax team can pick up the file and the client does not feel the change.
• Keep engagement notes and documentation current, and adhere to firm and AICPA ethics, including confidentiality.

Skills

Client-facing

Project management

People leadership

QuickBooks Online

Communication

Time management

Offshore supervision

Education

Bachelor's degree in accounting

CPA preferred

Tools

QuickBooks Online

Job description

Hall CPA, a 100% virtual real estate focused public accounting firm, seeks a senior Setups lead to own 30+ client engagements over 5–6 week cycles and to guide an offshore team through clean-up, catch-up, and tax readiness.

You will run kickoff calls, set timelines, supervise offshore staff, and maintain strong client communication while delivering accurate books and smooth transitions to monthly and tax teams.