Client Onboarding Manager – Finance & Accounting Outsourcing

CBH

. Manage onboarding and initial delivery of outsourced accounting services and financial reporting for a portfolio of client engagements .

Posted 10/9/2026full-timeAustin • Texas • United StatesSeniorLead💰 $101,000 - $192,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing outsourced accounting services, financial reporting, and client onboarding processes while leading and developing accounting professionals. Proficient in financial analysis, budgeting, and implementing technology-driven efficiencies to enhance client satisfaction and operational performance.

Highest-signal resume keywords

Bachelor's Degree In Accounting Or FinanceCPA Preferred7+ Years Of Progressive Accounting ExperienceProficiency With QuickBooks OnlineStrong Project Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingBudgetingForecastingManagement ReportingClient Accounting AdvisoryControllership ServicesProcess ImplementationData ReviewKPI DevelopmentResource Utilization

Soft Skills

LeadershipCoachingOrganizational SkillsClient Relationship ManagementProblem-Solving

Tools & Technologies

QuickBooks OnlineSage IntacctFinancial Reporting Tools

Certifications & Qualifications

CPA Preferred

Industry Keywords

Outsourced AccountingPublic Accounting FirmClient OnboardingEngagement PerformanceClient Satisfaction

About the role

Key responsibilities & impact

Manage onboarding and initial delivery of outsourced accounting services and financial reporting for a portfolio of client engagements
Lead, coach, and develop accounting professionals, including offshore team members
Oversee client onboarding activities, including system setup, project planning, and process implementation
Review management reporting packages, financial statements, reconciliations, and other client deliverables
Partner with clients on budgeting, forecasting, KPI development, and management reporting
Monitor engagement performance, resource utilization, work-in-progress, and client satisfaction
Collaborate with clients and internal teams to identify process improvements and technology-driven efficiencies
Manage multiple projects and priorities while ensuring quality, timeliness, and exceptional client service
Support implementation of new accounting technologies and special projects as needed
Serve as a leader within the client onboarding team and oversee successful onboarding of new clients, including client communications, system setup, client data review and updates, and process rollout

Requirements

What you’ll need

Bachelor's degree in Accounting or Finance
CPA preferred
7+ years of progressive accounting experience, including management experience within a public accounting firm
Experience providing outsourced accounting, client accounting advisory, or controllership services to multiple clients
Proficiency with QuickBooks Online, Sage Intacct, and financial reporting tools
Strong knowledge of financial reporting, budgeting, forecasting, and management reporting
Experience leading and developing accounting professionals, including remote and offshore team members
Strong project management, organizational, and client relationship management skills
Highly analytical with strong attention to detail and problem-solving capabilities
Ability to manage competing priorities, meet deadlines, and deliver exceptional client service in a fast-paced environment
Eligibility to work in the United States
No work sponsorship provided

Benefits

Comp & perks

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Comprehensive, high-quality benefits program
Competitive compensation packages based on performance
Career growth and continuous professional development
Flexible work arrangements
Opportunities to connect and learn from professionals from different backgrounds and cultures