Accounting Manager – Onboarding

Club Capital Group

. Lead and manage a team of onboarding accountants by assigning work, reviewing output, setting quality standards, and developing the team .

Posted 11/9/2026full-timeRemote • Maryland • United StatesMid-LevelSenior💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing onboarding processes for accountants, ensuring accurate and timely delivery of accounting services while maintaining strong client communication. Proficient in utilizing accounting software and improving workflows to enhance operational efficiency.

Highest-signal resume keywords

5+ Years Accounting ExperienceCatch-Up BookkeepingQuickBooks Online ProficiencyClient Communication SkillsTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Catch-Up BookkeepingCleanup WorkReconciliationFor-Profit AccountingNonprofit AccountingHigh Volume Work ManagementOnboarding Process ImprovementBusiness Tax Knowledge

Soft Skills

Client CommunicationTeam DevelopmentProblem-Solving

Tools & Technologies

QuickBooks OnlineXero

Certifications & Qualifications

CPA

Industry Keywords

Client-Facing FirmOutsourced AccountingInsurance AgenciesYouth Sports Organizations

About the role

Key responsibilities & impact

Lead and manage a team of onboarding accountants by assigning work, reviewing output, setting quality standards, and developing the team
Serve as the first delivery lead for every new client after the sale closes, setting expectations and building trust
Own and deliver retroactive accounting work, including catch-up bookkeeping, cleanup, reconciliations, and bringing books current and accurate
Set up new client accounts in company systems and connect clients to required tools and processes
Manage the change side of onboarding, including transitioning clients from old providers and habits
Run a clean handoff to the ongoing CAS accountant with complete books and clear documentation
Coordinate with the tax team by answering initial questions, sharing onboarding findings, and introducing clients to their tax team
Track high-volume onboardings, identify bottlenecks, and keep timelines on track
Improve onboarding processes by building checklists and tightening workflows

Requirements

What you’ll need

5+ years of accounting experience, with significant time at the Senior Accountant level or above
Deep experience with catch-up and cleanup work, including untangling messy or incomplete books
Experience with both for-profit and nonprofit accounting
Proven ability to manage a high volume of work at different stages at the same time
Experience leading, training, or reviewing the work of other accountants
Strong client communication skills; ability to explain accounting matters in plain English and keep clients calm when things are messy
Proficiency in QuickBooks Online and/or Xero
CPA or progress toward a CPA is nice to have
Experience in a CAS, outsourced accounting, or client-facing firm environment is nice to have
Familiarity with insurance agencies or youth sports and nonprofit organizations is nice to have
Experience building or improving onboarding or implementation processes is nice to have
Working knowledge of business tax is nice to have

Benefits

Comp & perks

Remote-first organization
Work/life balance