Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.Join Aprio's Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team.The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle — setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.Position Responsibilities:Client Onboarding & Project LeadershipLead each new client engagement from kickoff call through transition to the recurring CAS teamServe as the single point of contact for all onboarding-related questions, issues, and communicationsBuild and manage project plans with clear scope, milestones, timelines, and budget parametersProactively identify risks and resolve issues before they impact the client experienceReview client financials to identify cleanup needs, assess any potentially out-of-scope work, and escape findings to leadership.Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagementAccounting Systems & Technology ImplementationImplement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client's specific needsConfigure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).Design scalable chart of accounts, reporting structures, and month-end close processesTrain clients and internal team members on new systems and workflowsAccounting & Financial ReportingProvide initial accounting support during the transition period, including reconciliations and financial statement preparationReview financials to ensure GAAP-compliant, accurate reporting prior to client handoffEstablish month-end close checklists and standard operating procedures for the ongoing service teamInternal Collaboration & Process ImprovementPartner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state serviceDocument client-specific procedures and system configurations for the ongoing teamIdentify and champion process improvements that increase onboarding efficiency and client satisfactionProvide feedback loops to sales and proposals teams on scope accuracy and engagement scopingQualifications:Bachelor's degree in Accounting, Finance, or related field5–8 years of accounting or finance experience, including time in a client-facing or multi-client environmentDemonstrated experience leading accounting system implementations or client migrationsStrong working knowledge of GAAP and ability to prepare or review financial statementsProficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plusExceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlinesOutstanding communication and relationship management skills — comfortable presenting to C-suite stakeholdersPreferred Qualifications:CPA license or active candidatePublic accounting or professional services firm backgroundExperience in a managed services or outsourced accounting modelFamiliarity with workflow and practice management tools (e.g., Wrike, Karbon)Experience with third-party integrations: Bill.com, Ramp, Jirav, FathomCore Competencies:Client Focus — Delivers an exceptional first impression that sets the tone for the long-term client relationshipProject Ownership — Takes end-to-end accountability for onboarding outcomes without needing close oversightTech Savviness — Quickly learns new platforms and connects the right tools to the client's business modelOrganized & Detail-Oriented — Tracks dozens of moving parts across simultaneous engagements with precisionCollaborative — Works effectively across internal teams, escalating appropriately and sharing knowledge freelyAdaptable — Comfortable in a fast-growing, evolving practice where processes are still being builtWhy work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.Perks/Benefits we offer for full-time team members:- 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 optionsWhat's in it for you:- Working with an industry leader : Be part of a high-growth firm that is passionate for what's next.- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.- Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.- Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.#J-18808-Ljbffr