Hybrid Senior Onboarding Accounting Associate

Posted 4 hours ago

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About the role

  • 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

Job title

Senior Onboarding Accounting Associate

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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