Full-Time Client Accounting Services Onboarding Specialist

Salt Lake, UT - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

The ideal candidates will have the following qualities:

BS in accounting MACC/CPA preferred
4 years client accounting services audit or industry experience in SAAS NPO or professional services
Strong GAAP knowledge
Ability to work both independently and as part of a team of professionals at all levels
Proactive self-starter
Task-oriented and high attention to detail
Ability to prioritize tasks and work under tight deadlines
Strong verbal and written communication skills
Demonstrates leadership ownership and problem-solving skills
Attributes of an ideal team player as well as high integrity and a positive attitude
Willingness to work a hybrid remote in-office and at client schedule
Experience working with common small and mid-sized accounting platforms such as QuickBooks Online NetSuite or Jirav
Proficient in Microsoft Office Suite primarily Outlook Excel and Word.

Professional responsibilities will include tasks such as the following:

Work with the client accounting services team that performs outsourced accounting services for clients you will assist client service managers in delivering books and records for clients that have outsourced this function to our firm. Duties vary by client but may include:
- Work with clients and other internal team members to oversee the entire client onboarding experience from proposal through the entire accounting cleanup and setup process once a lead becomes a client
- Ownership of setting up all client initial accounting including calculating preparing and booking calculation such as accrued expenses stock options leases fixed assets prepaid expenses deferred revenue debt and all other month end calculations.
- Clean up and correct errors during the client on-boarding process
- Research technical accounting issues

Make suggestions for processes systems and technology to improve the efficiency and quality of the client experience
Act as an integral team player to ensure client are onboarded with the high standards of customer experience
Interact directly with clients and deliver high quality customer service.

Required Experience:

Manager

The ideal candidates will have the following qualities:BS in accounting MACC/CPA preferred4 years client accounting services audit or industry experience in SAAS NPO or professional servicesStrong GAAP knowledgeAbility to work both independently and as part of a team of professionals at all levelsPr...

The ideal candidates will have the following qualities:

BS in accounting MACC/CPA preferred
4 years client accounting services audit or industry experience in SAAS NPO or professional services
Strong GAAP knowledge
Ability to work both independently and as part of a team of professionals at all levels
Proactive self-starter
Task-oriented and high attention to detail
Ability to prioritize tasks and work under tight deadlines
Strong verbal and written communication skills
Demonstrates leadership ownership and problem-solving skills
Attributes of an ideal team player as well as high integrity and a positive attitude
Willingness to work a hybrid remote in-office and at client schedule
Experience working with common small and mid-sized accounting platforms such as QuickBooks Online NetSuite or Jirav
Proficient in Microsoft Office Suite primarily Outlook Excel and Word.

Professional responsibilities will include tasks such as the following:

Work with the client accounting services team that performs outsourced accounting services for clients you will assist client service managers in delivering books and records for clients that have outsourced this function to our firm. Duties vary by client but may include:
- Work with clients and other internal team members to oversee the entire client onboarding experience from proposal through the entire accounting cleanup and setup process once a lead becomes a client
- Ownership of setting up all client initial accounting including calculating preparing and booking calculation such as accrued expenses stock options leases fixed assets prepaid expenses deferred revenue debt and all other month end calculations.
- Clean up and correct errors during the client on-boarding process
- Research technical accounting issues

Make suggestions for processes systems and technology to improve the efficiency and quality of the client experience
Act as an integral team player to ensure client are onboarded with the high standards of customer experience
Interact directly with clients and deliver high quality customer service.

Required Experience:

Manager