Accounting Services Onboarding Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Onboarding Manager for KSM's accounting services responsible for client onboarding and process implementation. Ensuring compliance with standards and supporting various client applications throughout engagement.
Responsibilities:
- Perform client onboarding in compliance with OFAS standards.
- Work with Director on engagement timelines and budget.
- Implement new client processes and manage 3rd party application setups.
- Ensure internal compliance of OFAS processes.
Requirements:
- Bachelor’s degree in accounting or finance preferred.
- 5-7 years accounting services experience, with 2-3 years of managing staff.
- Proficiency with QuickBooks Online and Desktop, Bill.com, Microsoft Office applications.
- Must have attention to detail and multitasking ability.
- Strong interpersonal and coaching skills.
Benefits:
- Flexible to manage your time
- Resources to grow

KSM (Katz, Sapper & Miller)
Advisory, tax, and audit firm providing visionary people with inspiration and insight to achieve great things.
Similar Jobs

Onboarding Specialist
Onboarding Specialist guiding new customers through the enrollment and launch processes for CallRevu. Collaborating with sales and success teams to ensure a smooth onboarding experience.

Client Onboarding Leader
Onboarding Leader guiding clients through the implementation of Humand's platform. Ensuring successful usage and optimizing the client experience from the start.

Merchant & Payments Onboarding Manager
Merchant & Payments Onboarding Manager at Qu managing end-to-end onboarding for mid-market and enterprise restaurant brands. Collaborating with internal teams to streamline onboarding processes and improve customer success.

Client Onboarding Manager
Client Onboarding Manager at maxRTE facilitating onboarding processes for healthcare organizations. Managing implementations to ensure access to necessary care for patients and revenue recovery for providers.

Implementation Analyst – Client Onboarding
Onboarding Analyst responsible for onboarding clients at VExpenses, providing training and managing implementations. Focusing on enhancing client experiences and ensuring successful platform adoption.

Onboarding Specialist
Onboarding Specialist leading training for new clients on a B2B SaaS platform. Designing programs and ensuring client engagement through effective training sessions.

Onboarding Specialist
Onboarding Specialist responsible for creating corporate accounts and conducting onboarding sessions. Ensuring smooth adaptation of new hires into the company culture and workflows.

Global Sales Onboarding Specialist
Global Sales Onboarding Specialist designing and delivering onboarding programs for sales teams. Focused on creating a productive learner experience for new hires in the organization.

HR Onboarding Specialist
HR Onboarding Specialist managing onboarding for new hires at Doneverse. Focused on creating a smooth transition from candidate to team member.

Onboarding Specialist
Onboarding Specialist guiding new clients through a smooth onboarding process for a tech company. Leading virtual sessions and assisting with new software implementation.

Data Onboarding Specialist – Entry Level
Data Onboarding Specialist at SIL International executing data onboarding and communication tasks. Collaborating with stakeholders and managing data architecture, engineering, and analysis roles.

Customer Onboarding Manager
Customer Onboarding Manager at Practice Better focused on 1:1 onboarding for new customers. Guiding through setup, workflows, and best practices while ensuring success from day one.

Provider Onboarding Specialist
Provider Onboarding Specialist at BetterHelp supporting therapist onboarding and ensuring efficient processes. Collaborating across teams to enhance provider activation and growth while maintaining quality standards.

Seller Onboarding Specialist
Seller Onboarding Specialist managing seller onboarding processes for global enterprise marketplace customers. Guiding sellers through setup and configuration to ensure marketplace compliance and accuracy.

Customer Onboarding Manager
Customer Onboarding Manager at Deel providing onboarding support for global clients. Leading onboarding processes and collaborating with internal teams to enhance customer experience.

Customer Onboarding Specialist
Independent contractor providing customer onboarding and implementation services for Brightwheel’s childcare platform. Engaging with customers and managing a portfolio of accounts remotely from Honduras.

Senior Customer Onboarding Manager
Customer Onboarding Manager facilitating onboarding processes for Deel's SaaS platform. Collaborating with global teams to enhance customer success strategies across diverse markets.

Manager, Customer Onboarding
Manager, Customer Onboarding at Deel overseeing teams and initiatives to streamline customer onboarding experience.

Customer Onboarding Manager
Customer Onboarding Manager ensuring seamless onboarding and configuration for clients of AxisCare's platform. Collaborating with new clients to meet their specific onboarding needs and industry requirements.

Customer Onboarding, Account Management
Customer Success Specialist supporting onboarding and account management for event venues remotely. Ensuring exceptional customer experience and maximizing platform value.