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,

Similar Jobs