2 часа назад
Onboarding Accountant
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Onboarding Accountant (US Accounting/QuickBooks Online): Guiding new clients through accounting implementation, validating records, coordinating offshore accounting work, and preparing recurring procedures for transition to the Operations Team with an accent on reconciliations, month-end close, financial reporting, and quality review. Focus on designing client-specific implementation plans, resolving onboarding risks, and completing accurate knowledge transfer within scope, timeline, and budget.
Location: Not specified. Work schedule: Monday to Friday, 8:30am to 5:30pm Eastern Time, with a one-hour unpaid break.
Company
is recruiting for SMG ABA LLC for an accounting implementation and client transition role.
What you will do
- Lead client kickoff and onboarding meetings to confirm needs, goals, and engagement scope.
- Review accounting records, systems, processes, access requirements, and implementation risks.
- Develop client-specific implementation plans with priorities, deadlines, and deliverables.
- Validate opening balances, reconciliations, and prior-period accounting information.
- Coordinate and review work completed by the offshore accounting team for accuracy, quality, and scope compliance.
- Document recurring procedures, establish close and reporting schedules, and complete the transition to the Operations Team.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- Professional experience applying US accounting principles and practices.
- Experience with bookkeeping, reconciliations, month-end close, financial reporting, and accounting cleanup.
- Strong client communication, technical review, and problem-solving skills.
- Experience coordinating or reviewing work performed by offshore or remote accounting teams.
- Proficiency with QuickBooks Online and cloud-based accounting systems.
Nice to have
- CPA license or CPA candidacy.
- Accounting firm or client-onboarding experience.
Culture & Benefits
- Full-time schedule of 35 or more hours per week.
- 40 hours per week across five weekdays, excluding a one-hour unpaid break each day.
- Work involves collaboration with clients, offshore accounting specialists, and the Operations Team.
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