Client Onboarding Controller

breakwater accounting + advisory corp

Client Onboarding Controller managing onboarding lifecycle for clients at Breakwater Accounting & Advisory. Ensuring clean financials, clear processes, and team leadership in a remote setting.

Posted 4/16/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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