Tanner · 1 day ago
Full-Time Client Accounting Services Onboarding Specialist
Salt Lake City, UT
Full-time
Hybrid
Mid Level
4+ years expTanner is seeking a Full-Time Client Accounting Services Onboarding Specialist. The role involves overseeing the client onboarding experience and ensuring high standards of customer service while assisting in outsourced accounting services.
AccountingConsulting
Responsibilities
Work with the client accounting services team that performs outsourced accounting services for clients – you will assist client service managers in delivering books and records for clients that have outsourced this function to our firm. Duties vary by client but may include:
Work with clients and other internal team members to oversee the entire client onboarding experience from proposal through the entire accounting cleanup and setup process once a lead becomes a client
Ownership of setting up all client initial accounting including calculating, preparing, and booking calculation such as accrued expenses, stock options, leases, fixed assets, prepaid expenses, deferred revenue, debt, and all other month end calculations
Clean up and correct errors during the client on-boarding process
Research technical accounting issues
Make suggestions for processes, systems, and technology to improve the efficiency and quality of the client experience
Act as an integral team player to ensure client are onboarded with the high standards of customer experience
Interact directly with clients and deliver high quality customer service
Qualification
Required
BS in accounting, MACC/CPA preferred
4+ years client accounting services, audit, or industry experience in SAAS, NPO, or professional services
Strong GAAP knowledge
Ability to work both independently and as part of a team of professionals at all levels
Proactive self-starter
Task-oriented and high attention to detail
Ability to prioritize tasks and work under tight deadlines
Strong verbal and written communication skills
Demonstrates leadership, ownership, and problem-solving skills
Attributes of an ideal team player, as well as high integrity and a positive attitude
Willingness to work a hybrid remote, in-office, and at client schedule
Experience working with common small and mid-sized accounting platforms such as QuickBooks Online, NetSuite or Jirav
Proficient in Microsoft Office Suite – primarily Outlook, Excel, and Word
Company
Tanner
Tanner is an accounting firm providing tax, assurance and consulting services.
201-500 employees
H1B Sponsorship
Tanner 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 (7)
2024 (2)
2023 (1)
2021 (2)
Funding
Current Stage
Growth StageLeadership Team
Crystal Bush, CPA
Chief Financial Officer
David Hoopes
Audit Partner
Recent News
2022-07-19
LatinFinance
2022-04-07
Company data provided by crunchbase