This is a remote position.
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
Job Overview
We are seeking a highly organized and dependable Client Onboarding Specialist to lead the
onboarding process for new clients at our CPA firm. This client-facing role requires an Accounting background, exceptional communication and customer service skills to ensure a smooth and professional transition for each client. The ideal candidate will be detail-oriented, tech-savvy, and eager to learn our firm’s systems and processes. You will play a key role in gathering and documenting client data accurately, while building strong, positive relationships and providing a high level of service from day one. Your efforts will help set the foundation for long-term client satisfaction and success.
Key Responsibilities
- Set up client profiles in internal systems (Client Sheets)
- Gather required documents, credentials, and financial data from clients (e.g., bank access, payroll system, prior-year tax returns)
- Ability to analyze Financials (Balance Sheet and Profit & Loss)
- Educate clients on firm processes, timelines, communication channels, and expectations
- Track onboarding progress using checklists and update internal dashboards or trackers
- Follow up with clients to obtain missing information or documentation
- Prepare onboarding forms and templates for review by the Onboarding Manager
- Help schedule client onboarding calls or meetings
- Maintain secure digital filing systems and ensure all documents are stored properly
- Assist with data entry, document formatting, etc
- Support process improvement efforts and suggest workflow enhancements
Requirements
- 4 years of experience in an administrative, assistant, or support role as an Accounting professional
- Must be an accountant
- Proficiency with Microsoft Office, Google Workspace, QuickBooks and other common accounting or CRM tools.
- Ability to manage multiple onboarding projects simultaneously.
- Tech-savvy and able to learn new platforms quickly.
Independent Contractor Perks
- HMO Coverage for eligible locations
- Permanent work-from-home
- Immediate hiring
ZR_27197_JOB
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