Onboarding Accounting Specialist

Ascend Group

. Lead all onboarding phases for new CAS clients, from kickoff to steady-state transition .

Posted 11/9/2026full-timeVancouver • Washington • United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding project management, including the development of onboarding SOPs and metrics reporting. Proficient in facilitating cross-departmental collaboration and implementing tools to enhance operational efficiency.

Highest-signal resume keywords

Project ManagementClient OnboardingQuickBooksPMP CertificationProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementClient OnboardingPayroll ProcessingNeeds AssessmentMetrics ReportingProcess ImprovementSOP DevelopmentSoftware RolloutsEngagement LettersTime Management

Soft Skills

Organizational SkillsCommunication SkillsInterpersonal SkillsAttention to DetailClient Service Orientation

Tools & Technologies

QuickBooksQuickBooks DesktopBill.comPayroll PlatformsCCH

Certifications & Qualifications

PMPCAPM

Industry Keywords

CPA FirmOnboarding ProcessesCross-Functional TeamsOperational EfficiencyFirm Innovation Initiatives

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Lead all onboarding phases for new CAS clients, from kickoff to steady-state transition
Create and manage client onboarding project plans and timelines
Conduct needs assessments and tailor onboarding processes accordingly
Serve as a liaison between CAS delivery teams and clients during onboarding
Monitor onboarding progress and resolve roadblocks
Identify opportunities for automation and process improvement in onboarding workflows
Coordinate and execute firm-wide special projects, such as software rollouts and new service launches
Develop onboarding SOPs, templates, and best practices
Maintain onboarding metrics and prepare regular reporting to leadership
Train CAS team members on onboarding processes and tools
Facilitate cross-departmental collaboration for multi-service clients
Support firm innovation initiatives through project planning and execution
Help implement new tools and systems that affect client onboarding or operational efficiency
Support Leadership in Sales Goals, Expansion, and Growth
Work on Proposal workups and ensuring Engagement Letters reflect final scope

Requirements

What you’ll need

Bachelor's degree in business, accounting, or a related field
3 to 5 years of experience in project management, onboarding or operations
Exceptional organizational and time management skills
Clear and professional communication, written and verbal
High attention to detail and process discipline
Strong interpersonal skills to navigate cross-functional teams
Comfort with ambiguity and fast-paced change
Client service orientation with a proactive mindset
QuickBooks and QuickBooks Desktop
Payroll Processing and Reporting
Preferred: Experience in a CPA firm
Preferred: PMP, CAPM or similar certification
Preferred: Familiarity with tools such as Bill.com, various Payroll Platforms, and more
Preferred: CCH Experience

Benefits

Comp & perks

Unlimited PTO
Medical, Dental, Vision, & Voluntary Insurance Options
401(k) Matching
Annual Performance Bonus
12 Paid Holidays
Flexible Scheduling Options
Innovative Workplan System
$500 annual Vacation Incentive
Commitment to Professional Development
Equity Program Eligibility at Sr. Manager Level + top performing Managers