This is a remote position.
Schedule:
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
Requirements
Independent Contractor Perks
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