The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle - setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.

This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.

Position Responsibilities:

Client Onboarding & Project Leadership

• Lead each new client engagement from kickoff call through transition to the recurring CAS team
• Serve as the single point of contact for all onboarding-related questions, issues, and communications
• Build and manage project plans with clear scope, milestones, timelines, and budget parameters
• Proactively identify risks and resolve issues before they impact the client experience
• Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
• Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement

Accounting Systems & Technology Implementation

• Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client's specific needs
• Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).
• Design scalable chart of accounts, reporting structures, and month-end close processes
• Train clients and internal team members on new systems and workflows

Accounting & Financial Reporting

• Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
• Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
• Establish month-end close checklists and standard operating procedures for the ongoing service team

Internal Collaboration & Process Improvement

• Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
• Document client-specific procedures and system configurations for the ongoing team
• Identify and champion process improvements that increase onboarding efficiency and client satisfaction
• Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• 5-8 years of accounting or finance experience, including time in a client-facing or multi-client environment
• Demonstrated experience leading accounting system implementations or client migrations
• Strong working knowledge of GAAP and ability to prepare or review financial statements
• Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
• Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
• Outstanding communication and relationship management skills - comfortable presenting to C-suite stakeholders

Preferred Qualifications:

• CPA license or active candidate
• Public accounting or professional services firm background
• Experience in a managed services or outsourced accounting model
• Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
• Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom

Core Competencies:

• Client Focus - Delivers an exceptional first impression that sets the tone for the long-term client relationship
• Project Ownership - Takes end-to-end accountability for onboarding outcomes without needing close oversight
• Tech Savviness - Quickly learns new platforms and connects the right tools to the client's business model
• Organized & Detail-Oriented - Tracks dozens of moving parts across simultaneous engagements with precision
• Collaborative - Works effectively across internal teams, escalating appropriately and sharing knowledge freely
• Adaptable - Comfortable in a fast-growing, evolving practice where processes are still being built

$100,000 - $160,000 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave - coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What's in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.