Senior Onboarding Accounting Manager (Remote)

Jobgether; Oregon; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Remote-first

Leadership role

Career development

Compensation details not provided

Job summary

Jobgether seeks an Accounting Manager - Onboarding in the United States. You will lead the onboarding function for a growing client base, guiding new clients from signing to ongoing accounting support, while managing a team of onboarding accountants and multiple engagements.

The role blends hands-on accounting work, leadership, and client relationship management across for-profit and nonprofit clients. Remote-first setup with active process improvements.

Qualifications

• Minimum 5 years of accounting experience, including Senior Accountant level or above.
• Experience with catch-up bookkeeping and cleaning disorganized or incomplete records.
• Experience in for-profit and nonprofit accounting.
• Proven ability to manage multiple client engagements concurrently.
• Experience leading, training, supervising, or reviewing other accounting professionals.
• Excellent client communication and ability to explain complex accounting issues clearly.

Responsibilities

• Lead and manage a team of onboarding accountants, assign responsibilities, review deliverables, set quality standards.
• Act as delivery lead for new clients after contract signing, building strong client relationships.
• Oversee historical accounting and catch-up work, ensuring records are up to date.
• Set up new client accounts and connect them to required tools and processes.
• Manage the client transition process from previous providers, communicating new workflows.
• Ensure thorough handoffs to ongoing CAS accountants with complete books and documentation.
• Coordinate with tax teams for clients receiving tax services; share onboarding findings.
• Monitor high volume onboardings across stages and keep timelines on track.
• Develop and refine onboarding procedures, checklists, and workflows for consistency and efficiency.
• Ensure clients are informed and confident in first 30 days, with clean records for ongoing management.

Skills

Team leadership

Client communication

Accounting cleanup

Time management

Problem solving

Education

CPA certification or CPA track

Tools

QuickBooks Online

Xero

Job description

Jobgether seeks an Accounting Manager - Onboarding in the United States. You will lead the onboarding function for a growing client base, guiding new clients from signing to ongoing accounting support, while managing a team of onboarding accountants and multiple engagements.

The role blends hands-on accounting work, leadership, and client relationship management across for-profit and nonprofit clients. Remote-first setup with active process improvements.