Manager, Client Accounting Services Onboarding

Aprio

Onboarding Manager responsible for delivering a best-in-class transition experience for new CAS clients. Leading onboarding lifecycle from client engagement to handoff to recurring services team.

Posted 6/4/2026full-timeRockville • Maryland • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $160,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Lead each new client engagement from kickoff call through transition to the recurring CAS team
Serve as the single point of contact for all onboarding-related questions, issues, and communications
Build and manage project plans with clear scope, milestones, timelines, and budget parameters
Proactively identify risks and resolve issues before they impact the client experience
Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client’s specific needs
Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav)
Train clients and internal team members on new systems and workflows
Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
Establish month-end close checklists and standard operating procedures for the ongoing service team
Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
Document client-specific procedures and system configurations for the ongoing team
Identify and champion process improvements that increase onboarding efficiency and client satisfaction
Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or related field
5–8 years of accounting or finance experience, including time in a client-facing or multi-client environment
Demonstrated experience leading accounting system implementations or client migrations
Strong working knowledge of GAAP and ability to prepare or review financial statements
Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
Outstanding communication and relationship management skills — comfortable presenting to C-suite stakeholders.

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accountingfinanceGAAPfinancial statement preparationproject managementclient migrationonboardingrisk identificationprocess improvementfinancial analysis

Soft Skills

communicationrelationship managementleadershipproblem-solvingorganizational skillstrainingclient engagementpresentation skillsteam collaborationfeedback provision

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance