Onboarding Specialist

• 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

Explore Accounting Manager – Onboarding at Club Capital Group. Review requirements and application details.