breakwater accounting + advisory corp

Client Onboarding Controller

breakwater accounting + advisory corp

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $85,000 - $95,000 per year

About the role

  • Lead the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team
  • Serve as the primary client contact, building trust through clear communication and strong financial guidance
  • Review and issue accurate financials, ensuring quality and consistency from day one
  • Coordinate across AP, AR, Payroll, and Accounting to ensure all services are aligned and delivered seamlessly
  • Build, refine, and scale onboarding processes to improve speed, quality, and client experience
  • Lead, coach, and develop a team; driving accountability, growth, and high standards

Requirements

  • 5+ years of accounting or bookkeeping experience (CPA firm or outsourced environment preferred)
  • Bachelor’s degree (or higher) in Accounting
  • Strong controller-level skills, including financial review and issuing statements. Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics.
  • Experienced managing multiple clients and priorities simultaneously
  • Proven people leader who can develop talent and hold a high bar
  • Process-oriented and detail-driven, without losing sight of the bigger picture
  • Tech-savvy, with strong, recent QuickBooks Online experience
  • Bonus points for:
  • Experience with onboarding or project management in an outsourced accounting or professional services setting.
  • Exposure to audit processes or internal control design.
Benefits
  • Generous time off – five weeks PTO + holidays
  • Benefits + 401(k) match
  • Flexibility – remote work with autonomy over your non-meeting time
  • Supportive team – collaborative, low-ego environment that shares ideas and solutions
  • People-first culture – we care about our team and our clients as people
  • Modern, tech-forward approach – always improving how we work
Applicant Tracking System Keywords

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

Hard Skills & Tools
accountingbookkeepingfinancial reviewissuing statementsrevenue recognitiondeferred revenueonboarding processesproject managementaudit processesinternal control design
Soft Skills
communicationtrust buildingteam leadershipcoachingaccountabilitygrowth developmentdetail-orientedprocess-orientedclient managementprioritization
Certifications
Bachelor’s degree in Accounting