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1-800Accountant · 3 weeks ago

Accounting Manager - New Client Onboarding

United States

Full-time

Remote

Senior Level

$90K/yr - $110K/yr

7+ years exp

1-800Accountant is a company focused on providing accounting services, and they are seeking an Accounting Advisory Manager to lead the onboarding process for new clients. This role involves overseeing project execution, ensuring financial data accuracy, and designing scalable workflows to facilitate a seamless client experience.

AccountingBookkeeping and PayrollFinancial ServicesProfessional ServicesSoftware

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Lead and manage the new client onboarding process, from discovery to successful transition into ongoing service

Serve as the primary client contact during onboarding—gather financial data, set expectations, conduct client meetings, communicate progress clearly and proactively, ensuring client satisfaction and retention

Develop and document standardized / client-specific workflows and best practices to ensure consistency and scalability in onboarding operations

Collaborate cross-functionally with internal teams (Sales, Accounting Recurring Service Team, Tax, and Operations) to ensure smooth client handoffs

Providing technical accounting expertise and advisory support on complex accounting issues

Build customized financial models and templates using Google Sheets to support client setup, forecasting, and financial analysis

Streamline data migration and system setup, including integrations with platforms such as QuickBooks Online, Xero, Bill.com, Ramp, Gusto, and other accounting tools

Implement workflow automation and process improvements to enhance efficiency

Conduct quality checks on client financial records during onboarding to ensure accuracy and completeness before handoff to the accounting team

Create and maintain onboarding documentation and client training resources to enhance knowledge sharing

Identify opportunities to improve internal processes through technology, documentation, and client feedback

Ensure compliance with GAAP, tax regulations, and company policies

Qualification

QuickBooksXeroGAAPGoogle Sheets modelingProject managementClient communicationWorkflow documentationProcess design

Required

Bachelor's degree in Accounting, Finance, or a related field (CPA/CMA preferred)

7+ years of accounting firm experience with at least 3 years in client-facing or implementation/project management roles

Proven experience managing accounting system setup, data migration, or onboarding projects for US-based clients, various industries such as E-commerce, SaaS, Professional Services, Nonprofits, Restaurant, etc

Strong technical skills in QuickBooks, Xero, Google Sheets modeling (important), and automation tools

Deep understanding of GAAP and accrual-based accounting

Excellent project management and organizational skills—able to manage multiple concurrent onboarding projects

Exceptional client communication and relationship-building skills

Experience in workflow documentation and process design

Preferred

Experience working with remote or distributed teams is a plus

Company

1-800Accountant

Glassdoor4.0

1-800Accountant is a tax and accounting firm making small business & personal accounting easy & mobile with its accounting platform.

Founded in 1999

New York, New York, USA

201-500 employees

https://1800accountant.com/

H1B Sponsorship

1-800Accountant has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (2)

2022 (3)

2021 (1)