CPA Licensed Client Onboarding Specialist

Job Summary

A company is looking for a Sr. Accountant | Client Onboarding Specialist.

Key Responsibilities

• Set up accounting systems for new clients and ensure a smooth transition
• Clean up historical books and create adjustment entries for accurate financial baselines
• Prepare and manage tax filings and support clients with audit preparations

Required Qualifications

• Bachelor's degree in Accounting, Finance, or equivalent experience required
• CPA certification required
• 4+ years of experience managing a diverse portfolio of U.S. based clients
• Proficiency in GAAP and accrual accounting
• Expertise in QBO/Xero and familiarity with small business tools