Tanner · 17 hours ago
Full-Time Client Accounting Services Onboarding Specialist
Salt Lake City, UT
Full-time
Onsite
Mid Level
4+ years expTanner LLC is seeking a Client Accounting Services Onboarding Specialist to join their team. The role involves overseeing the client onboarding experience and ensuring high-quality customer service while managing various accounting tasks related to client services.
FinanceFinancial ServicesLeasing
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
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
Proficient in Microsoft Office Suite – primarily Outlook, Excel, and Word
Preferred
MACC/CPA preferred
Experience working with common small and mid-sized accounting platforms such as QuickBooks Online, NetSuite or Jirav
Benefits
401(k)
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance
Company
Tanner
Tanner is a non-bank financial institution in Santiago, Chile.
501-1000 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
Late StageCompany data provided by crunchbase