Accounting and Onboarding Manager, Client Accounting & Advisory Services – Restaurant, Franchise, Hospitality

Aprio

. Lead new client onboarding from internal handoff and client kickoff through stabilization and transition to the recurring accounting team .

Posted 10/16/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting and financial reporting, with a strong focus on client onboarding, project management, and process improvements. Proficient in leading cross-functional teams and enhancing workflows through technology and automation.

Highest-signal resume keywords

Accounting ExperienceFinancial ReportingProject ManagementGAAP KnowledgeCPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workpaper PreparationAccount ReconciliationsMonth-End CloseFinancial Statement PreparationData MigrationWorkflow RedesignReporting ImplementationAutomationFinancial AnalysisProcess Standardization

Soft Skills

Communication SkillsOrganizational SkillsJudgmentFacilitation SkillsCoaching

Tools & Technologies

Microsoft ExcelMicrosoft 365Project-Management PlatformsAccounting SystemsWorkflow Technology

Certifications & Qualifications

CPA CertificationProject-Management Certification

Industry Keywords

Outsourced AccountingPublic AccountingImplementation ConsultingMulti-Client EnvironmentRestaurant Accounting

About the role

Key responsibilities & impact

Lead new client onboarding from internal handoff and client kickoff through stabilization and transition to the recurring accounting team
Build and manage project plans with scope, milestones, owners, dependencies, decisions, and target dates
Manage onboarding and client initiatives according to signed service scopes and escalate potential add-on or out-of-scope work
Lead kickoff, status, and transition meetings
Identify delays, missing information, cleanup needs, scope gaps, and other risks; develop recovery plans
Own accounting and financial reporting for assigned clients
Lead month-end and year-end close using technology and automation where appropriate
Prepare and review workpapers, reconciliations, supporting schedules, and financial statements
Serve as primary accounting contact and trusted advisor for assigned clients
Lead financial reviews connecting operational context with financial data and performance drivers
Help clients improve reporting, forecasting, and workflows
Lead system conversions, integrations, workflow redesign, reporting implementations, and process standardization
Coordinate work across accounting, Technology, Accounts Payable, Cash Management, Tax, Operations, and third-party providers
Coordinate system setup, data access, chart-of-accounts and reporting design, documentation, training, and knowledge transfer
Assess historical records and coordinate cleanup, catch-up, or corrective activities
Create reusable templates, playbooks, dashboards, and status reporting
Coach engagement teams and develop technical, advisory, and leadership capabilities
Provide review and feedback while reinforcing firm standards and sound accounting practices
Set priorities, balance workloads, and foster accountability and continuous learning
Maintain quality, data privacy, documentation, and internal control standards
Lead process improvements involving automation and AI
Monitor scope, efficiency, and profitability and scale successful workflows

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, Business, Project Management, or a related field
Five or more years of progressive accounting experience, including hands-on workpaper preparation, account reconciliations, month-end close, and financial statement preparation or review
Working knowledge of financial reporting, reconciliations, accounting systems, and related workflow dependencies
Experience leading multiple client-facing projects with competing priorities, cross-functional teams, and deadline-driven deliverables
Strong knowledge of GAAP, core accounting processes, and professional judgment to evaluate information critically
Experience guiding, supervising, or reviewing the work of other accounting professionals
Ability to connect financial results to business operations and explain data-driven insights clearly to non-accounting leaders
Strong judgment, organization, facilitation, and communication skills, with the ability to distinguish project issues from accounting matters
Advanced Microsoft Excel skills
Comfort with Microsoft 365, project-management platforms, accounting systems, workflow technology, and automation
CPA or equivalent certification preferred
Experience supporting restaurant, franchise, hospitality, multi-entity, or multi-location businesses preferred
Background in outsourced accounting, CAS, public accounting, implementation consulting, or another multi-client environment preferred
Experience with accounting-platform conversions, integrations, data migrations, workflow redesign, or reporting implementations preferred
Project-management certification or formal change-management training preferred

Benefits

Comp & perks

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
Competitive compensation
Industry-leading benefits
Growth opportunities and continuous learning
Collaborative culture
Work/life balance