Remote Senior Accounting Onboarding Lead

Club Capital; Bethesda (MD); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Club Capital is seeking a senior onboardings lead to direct our onboarding accountants in delivering clean, current books for new clients. You will guide a team through retroactive accounting, setup, and smooth handoffs while coordinating with tax and CAS teams.

You’ll manage multiple client onboardings across for-profit and nonprofit sectors, ensuring timely, accurate books and strong client relations from day one, with a remote-first, national scope.

Qualifications

• 5+ years of accounting experience at senior level or above.
• Deep experience with catch-up and cleanup work on messy or incomplete books.
• Experience with both for-profit and nonprofit accounting.
• Proven ability to manage a high volume of work across multiple client onboardings.
• Experience leading, training, or reviewing the work of other accountants.
• Strong client communication skills to explain books clearly.
• Proficiency in QuickBooks Online and/or Xero.

Responsibilities

• Lead and manage a team of onboarding accountants, assign work, review output, and set quality standards.
• Serve as the first delivery lead for new clients after the sale closes, setting expectations and building trust.
• Own retroactive accounting work, including catch-up bookkeeping, cleanup, reconciliations, and bringing books current and accurate.
• Set up new client accounts in our systems and connect clients to the tools and processes used.
• Manage onboarding change: explain changes to clients and help them adapt to new processes.
• Coordinate a clean handoff to the CAS accountant who will manage the account long-term.
• Collaborate with the tax team to answer initial tax questions during onboarding.
• Track high-volume onboardings, spot bottlenecks, and keep timelines on track.
• Continuously improve onboarding by building checklists and tightening workflows.

Skills

5+ years accounting

Catch-up cleanup

Nonprofit & for-profit

High-volume workload

Team leadership

Client communication

QB/Xero

Tools

QuickBooks Online

Xero

Job description

Club Capital is seeking a senior onboardings lead to direct our onboarding accountants in delivering clean, current books for new clients. You will guide a team through retroactive accounting, setup, and smooth handoffs while coordinating with tax and CAS teams.

You’ll manage multiple client onboardings across for-profit and nonprofit sectors, ensuring timely, accurate books and strong client relations from day one, with a remote-first, national scope.