Onboarding Project Manager (New Client Onboarding Specialist)

Antioch, TN - USA

Monthly Salary: Not Disclosed

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Being a Project Manager is like being an artist you have the different colored process streams combining into a work of art Greg Cimmarrusti

Our Accounting Project Manager (Onboarding Specialist) excels in a fast-paced environment in which there is continuous improvement. The APM understands the Kaizen accounting process sets up new clients QuickBooks Online file works with Intuit to convert a QBD file to QBO or transitions an existing file under our structure. A successful APM trains the client under the Kaizen processes within QBO to ensure we deliver accurate financial statements quickly to clients. To do this the APM must understand the clients business environment and translate those activities into accounting by developing a client road map and Master Journal Entry Guide. The APM is expected to function independently of significant management oversight on a variety of projects. In this role the APM must understand accounting concepts including proper revenue recognition (tax basis) bank reconciliation payroll accounting basic accruals depreciation (tax) A/R & A/P concepts and be able to use a variety of accounting software products. Responsibilities include the ability to prioritize workload meet predetermined deadlines and assist with special projects as needed.

Qualifications :

What You Bring

Technical Skills

Hands-on experience in bookkeeping and accounting including reconciliations journal entries and financial statement preparation
Strong proficiency in QuickBooks Online; Certified QBO ProAdvisor or willingness to obtain certification promptly
Solid understanding of core accounting concepts including Accounts Receivable (A/R) Accounts Payable (A/P) bank reconciliations payroll posting revenue recognition and depreciation
Advanced working knowledge of Microsoft Excel and strong proficiency across Microsoft Office applications

Professional Strengths

Excellent communication skills with a strong customer service mindset
Proven ability to multitask stay organized and manage multiple onboarding projects simultaneously
Detail-oriented problem solver with the ability to think critically and apply sound judgment
Comfortable working independently while collaborating effectively within a team environment
Positive adaptable attitude with a commitment to continuous learning and improvement

Education & Experience

Bachelors degree in Accounting Finance or a related field required
Certified QuickBooks Online ProAdvisor required; willingness to pursue advanced certification
Prior experience in a fast-paced client-facing or onboarding role preferred
Previous sales or consultative experience a plus
Technologically savvy with the ability to quickly adapt to evolving systems tools and processes
Strong proficiency in Microsoft Office products including Word Excel Teams and Outlook

Additional Information :

Heres a peek at whats ahead as we get to know each other:

Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application as doing so may result in disqualification.

Apply: Submit your resume for review.

Phone Screen: If we think there might be a great fit based on your resume a brief call with HR will be scheduled to learn more about you and share details about the role.

First Panel Interview: Meet with the hiring team to discuss your experience skills and alignment with our core values.

Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.

Second Panel Interview: A deeper conversation with the team to explore fit expectations and next steps.

Offer: If its a match well extend an offer and begin onboarding!

Why Kaizen

At Kaizen we believe in continuous improvement for our clients our processes and our people. Youll join a collaborative team that values creativity growth and innovation. This internship is ideal for someone eager to gain professional marketing experience and see their ideas make a real impact.

Perks of Being Part of Our Team

Compensation: Starting at $80000 annually based on experience.

Benefits: We offer a competitive benefits package designed to support your health well-being and work-life balance. Benefits may include:

Medical Dental and Vision Insurance
Short-Term & Long-Term Disability and Life Insurance
Cafeteria/Section 125 Plan
Retirement/401(k): Employer match with 100% vesting on day one of eligibility
Paid Vacation: Starting at 2 weeks available for use from day one
Paid Personal Time (PTO): 32 hours available to use from day one
Paid Holidays: New Years Day Memorial Day Independence Day Labor Day Thanksgiving the day after Thanksgiving Christmas Eve (if it falls during the work week) and Christmas Day

Note: Benefits are subject to change or revocation at the sole discretion of the Firm.

Equal Opportunity Employer: Kaizen CPAs Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace free from discrimination and harassment. We prohibit discrimination based on race color religion age sex national origin disability genetics veteran status sexual orientation gender identity or any other characteristic protected by law. This policy applies to all aspects of employment including recruitment hiring promotion termination leave of absence compensation and training.

Remote Work :

Yes

Employment Type :

Full-time

Being a Project Manager is like being an artist you have the different colored process streams combining into a work of art Greg CimmarrustiOur Accounting Project Manager (Onboarding Specialist) excels in a fast-paced environment in which there is continuous improvement. The APM understands the Kai...