Senior Onboarding Accounting Manager (Remote)

Club; Bethesda (MD); Remote; USD 90,000 - 120,000; Full time

Job summary

Club Capital LLC is a remote-first firm delivering cloud-based financial services to clients nationwide. The senior onboarding role leads a team of accountants to move clients from signed to clean books ready for ongoing CAS support.

You will handle retroactive work, set up new client accounts, and coordinate with tax to ensure smooth handoffs. CPA or progress toward CPA is preferred; experience with QuickBooks Online or Xero is expected.

Qualifications

• 5+ years of accounting experience, with significant time at the Senior Accountant level or above.
• Deep experience with catch-up and cleanup work, untangling messy or incomplete books.
• Experience with both for-profit and nonprofit accounting.
• Proven ability to manage a high volume of work at different stages at the same time.
• Experience leading, training, or reviewing the work of other accountants.
• Strong client communication skills; explain books clearly and keep clients calm when messy.

Responsibilities

• Lead and manage a team of onboarding accountants: assign work, review output, set quality standards, develop the team.
• Serve as the first delivery lead for every new client after sale closes; set expectations and build trust.
• Own and deliver all retroactive accounting work, including catch-up bookkeeping, cleanup, reconciliations, and getting books current.
• Set up new client accounts in our systems and connect clients to tools and processes.
• Manage the change side of onboarding: move clients from old providers, explain changes, and ease adoption.
• Run a clean handoff to the ongoing CAS accountant with complete books and documentation.
• Coordinate with the tax team for clients also engaging in tax work; answer initial questions and ensure proper introductions.
• Track high volume onboardings across stages, spot bottlenecks, and maintain timelines.
• Improve onboarding processes with checklists and tighter workflows.

Skills

Client communication

Accounting experience

Education

CPA or CPA in progress

Tools

QuickBooks Online

Xero

Job description

Club Capital LLC is a remote-first firm delivering cloud-based financial services to clients nationwide. The senior onboarding role leads a team of accountants to move clients from signed to clean books ready for ongoing CAS support.

You will handle retroactive work, set up new client accounts, and coordinate with tax to ensure smooth handoffs. CPA or progress toward CPA is preferred; experience with QuickBooks Online or Xero is expected.