Kaizen CPAs + Advisors

Onboarding Staff Accountant

Kaizen CPAs + Advisors

full-time

Posted on:

Location Type: Remote

Location: Remote • Illinois • 🇺🇸 United States

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Salary

💰 $60,000 per year

Job Level

Junior

About the role

  • Clean up and standardize new clients’ QuickBooks Online files
  • Perform bank and credit card reconciliations, categorize transactions, and correct data inconsistencies
  • Prepare initial financial statements for onboarding review
  • Draft adjusting journal entries for accruals, depreciation, payroll entries, and reclassifications
  • Assist in connecting POS systems, payroll integrations, and other external software during onboarding
  • Maintain complete, well-documented workpapers for smooth client handoff
  • Request needed financial information from clients and follow up professionally and proactively
  • Update the Onboarding Manager on progress, challenges, and delays
  • Support training preparation by ensuring the client’s file is clean, organized, and ready for onboarding sessions
  • Collaborate with accounting, payroll, tax, and admin teams as needed
  • Complete onboarding tasks within the established 30–45 day timeframe
  • Maintain accurate to-do lists, timelines, and internal reports
  • Uphold Kaizen standards for accuracy, timeliness, and exceptional client experience

Requirements

  • Experience in bookkeeping/accounting: reconciliations, journal entries, financial statements
  • QuickBooks Online proficiency; QBO ProAdvisor certification (or willingness to obtain quickly)
  • Understanding of basic accounting concepts (A/R, A/P, bank recs, payroll posting, revenue recognition, depreciation)
  • Strong Excel and Microsoft Office skills
  • Associate’s or Bachelor’s degree in Accounting or related field preferred
  • Experience in bookkeeping, bank reconciliations, journal entries, payroll, and financial statement preparation
  • Strong customer service skills, communication, and problem-solving ability
  • Ability to manage multiple clients, tasks, and deadlines in a fast-paced environment
  • Proficiency with Microsoft Office, QBO, and willingness to learn new technologies
  • Team player motivated to work in a fast-paced environment
Benefits
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Short-Term & Long-Term Disability and Life Insurance
  • Cafeteria/Section 125 Plan
  • Retirement/401(k): Employer match with 100% vesting on day one of eligibility
  • Paid Vacation: Starting at 2 weeks, available for use from day one
  • Paid Personal Time (PTO): 32 hours available to use from day one
  • Paid Holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

Applicant Tracking System Keywords

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

Hard skills
bookkeepingaccountingreconciliationsjournal entriesfinancial statementsExcelMicrosoft OfficeQuickBooks Onlinepayrolldata inconsistencies
Soft skills
customer servicecommunicationproblem-solvingtime managementteam playerorganizational skillsproactive follow-upcollaborationadaptabilityattention to detail
Certifications
QBO ProAdvisor certificationAssociate’s degree in AccountingBachelor’s degree in Accounting