Onboarding Manager

A company is looking for an Onboarding Manager - Remote Client Accounting. Key Responsibilities Manage a team to ensure timely and accurate onboarding of new clients Review financial statements and assess bookkeeping needs for clients Generate quotes and proposals for potential clients within a two-day timeframe Required Qualifications 4-year degree in accounting (BS/MS/MBA), CPA preferred Minimum of 5 years of accounting experience 3-5 years of experience in a managerial role 2-3 years of experience onboarding new clients Experience with cloud-based accounting

Feb 20, 2025 - 01:39
 0
Onboarding Manager
A company is looking for an Onboarding Manager - Remote Client Accounting. Key Responsibilities Manage a team to ensure timely and accurate onboarding of new clients Review financial statements and assess bookkeeping needs for clients Generate quotes and proposals for potential clients within a two-day timeframe Required Qualifications 4-year degree in accounting (BS/MS/MBA), CPA preferred Minimum of 5 years of accounting experience 3-5 years of experience in a managerial role 2-3 years of experience onboarding new clients Experience with cloud-based accounting