Senior Onboarding Accounting Associate helping clients maximize opportunities at a nationally ranked CPA firm. Join Aprio’s Outsourcing team for vast growth opportunities and a top-rated culture.
Responsibilities
Lead the design, implementation, and optimization of technology stacks tailored to meet client requirements.
Support client accounting across various industries, ensuring efficiency and alignment with client needs.
Expertly utilize Xero, QuickBooks Online, and Bill.com.
Perform comprehensive accounting cleanup, diagnosis, and solutions.
Produce accurate monthly financial statements in a timely manner.
Collaborate with cross-functional teams to provide client advisory services, focusing on operational efficiency and customer satisfaction.
Assist in formulating strategies aligned with client business goals and accounting functions.
Lead projects related to data conversion and file migrations, ensuring timely and budget-compliant delivery.
Provide regular updates to stakeholders and manage expectations throughout project lifecycles.
Requirements
Strong background in technology implementation and data management related to Accounting processes.
3-5 years of experience with QuickBooks Desktop, QuickBooks Online, Xero, and other accounting systems.
Understanding of Accounting principles, financial statements, cash flow, and expense management.
Proficient in analyzing data and providing alternative solutions.
Ability to design and implement technology stacks tailored to client needs.
Experience with historical accounting cleanup and reconciliation.
Skilled in identifying discrepancies within financial statements.
Effective problem solver with strong communication, organization, and time management skills.
Self-motivated with the ability to seek guidance when necessary.
Project management experience with proficiency in relevant tools.
Ability to manage multiple projects, adapt to changing priorities, and deliver within scope and budget.
Experience advising clients in Client Account Services, with professional communication skills suitable for interaction with C-level executives.
Advanced Excel skills and experience in creating training documentation and implementing new processes.
Willingness to stay updated with evolving technologies and industry trends.
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
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