Onboarding Accounting Assistant

Join Our Team as a Remote Client Onboarding Specialist

Are you a detail-oriented Accounting professional with a passion for providing exceptional client experiences? We’re a thriving CPA firm seeking a talented Client Onboarding Specialist to guide our new clients through a seamless and positive onboarding journey. This is a fully remote, full-time opportunity where you’ll play a vital role in setting the stage for long-term client success.

What You’ll Do: Creating a Smooth Start for Our Clients

As a Client Onboarding Specialist, you will be the first point of contact for our new clients, ensuring a welcoming and efficient transition into our firm. Your responsibilities will include:

• Client Account Setup: Configure client profiles within our internal systems (Client Sheets) with accuracy and attention to detail.
• Data Gathering and Documentation: Proactively collect necessary documents, credentials, and financial data, such as bank access details, payroll system information, and prior-year tax returns.
• Financial Analysis: Analyze Financials, specifically the Balance Sheet and Profit & Loss statements.
• Client Education and Communication: Clearly communicate our firm’s processes, timelines, communication channels, and expectations to new clients.
• Onboarding Progress Management: Track onboarding progress using checklists and update internal dashboards to ensure everything stays on track.
• Proactive Follow-Up: Reach out to clients to obtain any missing information or documentation promptly.
• Form and Template Preparation: Prepare onboarding forms and templates for review by the Onboarding Manager.
• Scheduling and Coordination: Assist with scheduling client onboarding calls and meetings.
• Secure Document Management: Maintain secure digital filing systems and ensure all client documents are properly stored.
• Administrative Support: Provide support with data entry, document formatting, and other administrative tasks.
• Process Improvement: Actively contribute to process improvement efforts and suggest workflow enhancements to optimize the onboarding experience.

Is This You?

We’re looking for someone who is:

• Experienced: Minimum of 4 years of experience in an administrative, assistant, or support role within an Accounting environment.
• A Qualified Accountant: You must be a qualified accountant.
• Tech-Savvy: Proficient with Microsoft Office, Google Workspace, QuickBooks, and other common accounting or CRM tools. Adaptable and able to learn new platforms quickly.
• Highly Organized: Proven ability to manage multiple onboarding projects simultaneously and effectively prioritize tasks.
• An Excellent Communicator: Exceptional communication, interpersonal, and customer service skills.

Perks of Being an Independent Contractor with Us:

• Remote Work: Enjoy the flexibility and freedom of a permanent work-from-home arrangement.
• HMO Coverage: Access HMO coverage for eligible locations.
• Immediate Start: Get started right away and contribute to our team’s success.
• Competitive Compensation: We offer competitive rates for our contract roles.

Schedule: Monday to Friday, 8:30 AM – 5:30 PM New York time (1-hour unpaid break). Must be available to work Eastern Time zone.

If you’re ready to make a real impact on our clients’ success and thrive in a remote, fast-paced environment, we encourage you to apply!