Onboarding Project Manager – New Client Onboarding Specialist
Kaizen CPAs + Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Excel in a fast-paced environment with continuous improvement
- Understand the Kaizen accounting process and set up new client’s QuickBooks Online file
- Work with Intuit to convert a QBD file to QBO or transition an existing file under our structure
- Train the client under the Kaizen processes within QBO to ensure accurate financial statements
- Understand the client’s business environment and translate activities into accounting
- Develop a client road map and Master Journal Entry Guide
- Function independently on various projects with minimal management oversight
- Prioritize workload, meet deadlines, and assist with special projects as needed
Requirements
- Hands-on experience in bookkeeping and accounting, including reconciliations, journal entries, and financial statement preparation
- Strong proficiency in QuickBooks Online; Certified QBO ProAdvisor or willingness to obtain certification promptly
- Solid understanding of core accounting concepts, including Accounts Receivable (A/R), Accounts Payable (A/P), bank reconciliations, payroll posting, revenue recognition, and depreciation
- Advanced working knowledge of Microsoft Excel and strong proficiency across Microsoft Office applications
- Bachelor’s degree in Accounting, Finance, or a related field required
- Certified QuickBooks Online ProAdvisor required; willingness to pursue advanced certification
- Prior experience in a fast-paced, client-facing or onboarding role preferred
- Previous sales or consultative experience a plus
- Technologically savvy with the ability to quickly adapt to evolving systems, tools, and processes
- Strong proficiency in Microsoft Office products, including Word, Excel, Teams, and Outlook
Benefits
- Medical, Dental, and 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 statement preparationAccounts ReceivableAccounts Payablebank reconciliationspayroll postingrevenue recognition
Soft skills
independenceprioritizationdeadline managementclient-facingconsultative experienceadaptabilitycontinuous improvement
Certifications
Certified QuickBooks Online ProAdvisorBachelor’s degree in AccountingBachelor’s degree in Finance