Onboarding Accounting Assistant Job at Bruntwork, Remote

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  • Bruntwork
  • Remote

Job Description

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


Job Tags

Remote job, Permanent employment, Full time, For contractors, Work at office, Immediate start, Work from home, Monday to Friday,

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