Role Description
As a Senior Accountant in our Client Onboarding department, you’ll play a critical role in setting our clients up for success. You’ll work alongside a collaborative team to manage client relationships and ensure a smooth and accurate onboarding experience. This role requires strong technical accounting skills, attention to detail, and the ability to thrive in a fast-paced, client-facing environment.
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Prepare accurate, accrual-basis financial statements
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Perform detailed reconciliations for bank, credit card, merchant service, and loan accounts
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Apply strong financial analysis to support data-driven decision-making
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Manage multiple client onboarding projects across various industries
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Follow structured project plans aligned with client needs and timelines
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Deliver high-quality service that is both timely and within scope
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Utilize cloud-based accounting platforms and integrated tools to streamline processes and drive results
Qualifications
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3–5 years of experience in GAAP-based accounting and financial reporting
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Strong client communication skills and a passion for helping small businesses
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Hands-on experience with QuickBooks Online and/or Xero
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Industry exposure in e-commerce, product-based businesses, technology, real estate, or professional services
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Consulting experience with multiple clients or projects at once
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Familiarity with cloud-based accounting systems and app integrations
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Bachelor’s degree in Accounting or a related field (required)
Requirements
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Driven and accountable: You take ownership of your work and are always pushing to improve. “Good enough” isn’t good enough.
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People-first mindset: You lead with kindness, humility, and empathy, and thrive in a collaborative, team-oriented environment.
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Highly motivated: You’re a self-starter who thrives in a performance-driven setting and brings energy and focus to every challenge.
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Always learning: You’re hungry to grow, eager to learn, and embrace new challenges as opportunities for development.
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Tech-forward: You’re excited by technology and innovation, quick to pick up new tools, and skilled at leveraging cloud-based platforms.
Benefits
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Salary range from $65,000-$75,000/year + performance bonus
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Comprehensive benefits package including medical, dental, and vision
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401K with employer match after the first year
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Paid parental leave for all parents (biological, adoptive, and foster)
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Fully remote work environment
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Unlimited PTO after your first year
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Company-paid holidays
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Team-building events and virtual activities
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Career development and internal promotion opportunities