CPA Client Onboarding Specialist

CPA Client Onboarding Specialist: REMOTE!!! Great Culture and Work/Life Balance!!

  • REMOTE
  • Springfield, FL
  • $60,000 - $80,000
  • Managed by Jobot Pro: Tony Callahan
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A bit about us:

A mid size CPA firm focused on employee happiness, work life balance and taking care of clients is looking to add a Client Onboarding Specialist. 40 hours a week or less, noon on Fridays, great PTO including Holiday week off and paid!!

Why join us?

The question is WHY NOT?!?!?!?!? We value our employees and do what we can to create happiness, fulfillment and career growth based on your preferences. Apply now for a conversation to learn more!

Job Details

Responsibilities
  • The person must be able to prioritize and multitask while working on multiple clients
  • There will be tons of client interaction and problem solving, as well as some administrative work to keep things running smoothly
  • Engage with clients to develop an understanding of their team, business models and needs
  • Deliver high quality client service to the CEOs and Founders within your portfolio of clients
  • Partner with Propeller Directors and CFOs to manage client relationships
  • Act as the primary point of contact for clients' accounting questions and needs during the onboarding phase
  • Oversee the successful progression of the new client onboarding process -- from the time a client signs with Propeller to the time they transition to a steady-state relationship
  • Transform client financials to industry best practices and accrual standards
  • Set up cloud-based applications including Bill.com and expense management software
  • Lead the creation of month-end close processes and supporting schedules
  • Develop and document complex accounting processes and scalable procedures with strong controls, including internal processes that impact the financials
  • Oversee teams performing clean up, reconciliations, standard weekly and monthly accounting, and bookkeeping
  • Work towards and ultimately deliver accurate consolidated financial statements
  • Train client teams on best practices
  • Mentor and develop a team of Propeller accountants by reviewing their work and ensuring adequate opportunities for training and new experiences
  • Allocate and delegate work across the team to balance workload and training opportunities
  • Partner with colleagues across the company and within the team to learn industry best practices and to implement and integrate new processes
Benefits
  • Current Benefits Offered: Generous Vacation, Sick and Holiday pay, Comprehensive health benefits (with a fully paid medical plan option for employees) plus dental, vision, short and long-term disability, and life insurance
  • HSA contribution, Paid Family Leave, 401k match and Remote Work

Qualifications
  • We are looking for someone who derives great satisfaction from communicating with clients, managing an end-to-end process, coordinating a team, handling accounting transactions, and building out best practices and procedures
  • At least 4 years of operational accounting experience
  • Ideally an undergraduate degree in Accounting or Finance
  • Experience with full close-cycle accounting
  • Experience developing complex accounting processes and documentation
  • Experience working in multiple General Ledger systems (QBO, QBD, Xero, Netsuite)
  • Experience with cloud-based accounting applications (Bill.com, Tallie, Expensify)
  • Working knowledge of inventory and inventory management systems (Dear, SOS Cin7)
  • Experience collaborating with and managing a team
  • Knowledge of consulting business model and tools in multi-client environment
  • A passion for leveraging systems and driving process improvements
  • Strong working knowledge of Excel
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
REMOTE
Springfield, FL
Job Type
Permanent
Compensation
$60,000 - $80,000