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

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