Accounting Onboarding Manager

Club Capital Group

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

Posted 10/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $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 and trust. Proficient in catch-up bookkeeping, cleanup work, and utilizing accounting software such as QuickBooks Online and Xero.

Highest-signal resume keywords

5+ Years Accounting ExperienceCatch-Up BookkeepingClient Communication SkillsQuickBooks Online ProficiencyCPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Catch-Up BookkeepingCleanup WorkReconciliationAccounting StandardsFor-Profit AccountingNonprofit AccountingOnboarding ProcessesBusiness Tax KnowledgeHigh Volume Work ManagementTeam Leadership

Soft Skills

Client CommunicationTeam DevelopmentTrust BuildingProcess ImprovementProblem Solving

Tools & Technologies

QuickBooks OnlineXero

Certifications & Qualifications

CPAProgress Toward CPA

Industry Keywords

Client-Facing FirmOutsourced AccountingCASInsurance 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
Set client expectations and build trust from day one
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
Help clients transition from previous providers and habits
Run clean handoffs to ongoing CAS accountants 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 and ability to explain accounting matters in plain English
Proficiency in QuickBooks Online and/or Xero
CPA or progress toward a CPA preferred
Experience in a CAS, outsourced accounting, or client-facing firm environment preferred
Familiarity with insurance agencies or youth sports and nonprofit organizations preferred
Experience building or improving onboarding or implementation processes preferred
Working knowledge of business tax preferred
Must be located in the United States

Benefits

Comp & perks

Remote-first organization
Work/life balance
Professional and personal growth opportunities