Senior Accountant - Client Onboarding and Setups

OpenKrill; United States; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Tech reimbursement

Job summary

Hall CPA, a 100% virtual real estate-focused public accounting firm in the United States, seeks a senior-level, client-facing professional to own 30+ engagements. You will lead an offshore team, manage timelines, and ensure clean, tax-ready books flow into tax reporting.

Ideal candidates have 3+ years in public accounting, strong QBO skills, and a proven ability to juggle multiple engagements while maintaining high-quality client service.

Qualifications

• Bachelor's degree in accounting (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).

Responsibilities

• Run kickoff calls after engagement is sold and manage timelines through close-out.
• Set up and clean up QuickBooks Online files for tax-ready books.
• Supervise offshore team members with deadlines and direction.
• Maintain proactive client communication and provide status updates.
• Prioritize 30+ engagements and accelerate when at risk.
• Prepare handoffs with full context for monthly or tax teams.

Skills

Public accounting

Client-facing

Team supervision

QBO experience

Education

Bachelor's degree in accounting

Tools

QuickBooks Online

Job description

Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Setups team is the front door for new clients. We build clean, tax-ready books for new engagements and take messy ones through cleanup and catch‑up work, then hand them off to our monthly team, our tax team, or back to the client.

You will own 30+ active client engagements at a time, each running 5 to 6 weeks, and lead a team of offshore accountants who handle day-to-day preparation. This role is built for a public accounting senior who is client-facing, project-driven, and comfortable keeping many engagements moving at once.

Areas of Responsibility

• 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
• Manage 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 accelerate 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

Required Education and Experience

• Bachelor's degree in accounting
• 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)
• Solid technical accounting knowledge and an understanding of how entity structures (LLCs, partnerships, S corps) affect tax reporting
• Proven ability to manage multiple client engagements and deadlines at once
• Real estate or property management accounting experience preferred.

Measures for Success

• Client NPS averaging 9/10 or greater
• On‑time delivery of engagements
• Accurate work, with less than 5% unsatisfactory in internal quality reviews
• Smooth handoffs to the monthly and tax teams

Expectations for Remote Work

• Quiet, professional background and business casual attire for client calls, with video always on
• Laptop provided, plus a $500 annual tech reimbursement

You're a Good Fit For Our Culture If

• You're friendly, have a sense of humor, and enjoy helping and teaching others
• You take ownership of your work, clients, and team and drive engagements to the finish line
• You thrive in a fast‑paced environment with strong time management
• You love working with clients and delivering results

About Hall CPAWe are on a mission to change the accounting industry by building the premier people‑first firm. We use the best technology and automation available and offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching.