Implementation Consultant with Tax Credential

Job Summary

To drive customer adoption and ensure seamless onboarding, the full-time remote Implementation Consultant with Tax Credential will lead QuickBooks migrations, develop onboarding playbooks, and translate software features into business value for mid-market clients.

Key responsibilities:

• Lead end-to-end QuickBooks Desktop to QuickBooks Online migrations, ensuring data integrity and successful client adoption
• Develop and execute onboarding and adoption playbooks, achieving key milestones for clients
• Act as the primary adoption driver, collaborating with Customer Success Managers to enhance customer relationships and outcomes

Required qualifications:

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field and/or Active Tax Credential (Enrolled Agent or CPA)
• 5+ years of consulting or software implementation experience, particularly in financial software transitions
• Expertise in QuickBooks Online, QuickBooks Payroll, and Payments
• Solid foundation in accounting principles and at least 3 years of QuickBooks bookkeeping experience with multi-entity companies
• Experience with Intuit Enterprise Suite configurations and system capabilities