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Assistant Client Onboarding Jobs in Silver Spring, MD

Solid Rock Recruiting LLC

Tax Manager

Fairfax, VA · Hybrid

$120K - $165K/yr

  • PTO

Lead, mentor, and develop team members through review and training * Assist partners with business development, client onboarding, and workflow efficiency Qualifications * Active CPA license ...

Gibson Dunn

Legal Executive Assistant

Washington, DC

$90K - $110K/yr

  • Medical

  • Life

  • Retirement

  • PTO

C., the Legal Executive Assistant will be responsible for working with their assigned attorney(s ... Manage client onboarding, billing, and relationship management activities. * Organize complex ...

Solid Rock Recruiting LLC

Tax Manager

Fairfax, VA · On-site

$120 - $165/hr

  • PTO

Lead, mentor, and develop team members through review and training * Assist partners with business development, client onboarding, and workflow efficiency Qualifications * Active CPA license ...

Gibson Dunn

Legal Executive Assistant

Washington, DC · On-site

$90K - $110K/yr

  • Medical

  • Life

  • Retirement

  • PTO

C., the Legal Executive Assistant will be responsible for working with their assigned attorney(s ... Manage client onboarding, billing, and relationship management activities. * Organize complex ...

Aprio

Onboarding Accounting Associate

Rockville, MD · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

... strong client experience focused on operational efficiency and longterm success. * Assist in ... onboarding and implementation lifecycle. * Demonstrate a strong willingness to learn, openness to ...

Actalent

Business Support Associate

Columbia, MD · On-site

$42K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Client Onboarding: * Support candidate onboarding, by assisting with pre-employment paperwork completion and coordinating the distribution of PPE and other required assets * Assist with ...

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Showing results 21-40

All JobsClient Onboarding JobsAssistant Client Onboarding JobsAssistant Client Onboarding Jobs in Silver Spring, MD

Assistant Client Onboarding information

See Silver Spring, MD salary details

$27.4K

$45.7K

$62K

How much do assistant client onboarding jobs pay per year?

As of Aug 17, 2026, the average yearly pay for assistant client onboarding in Silver Spring, MD is $45,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $49,600.00 per year, depending on experience, location, and employer.

What does an assistant client onboarding do?

An Assistant Client Onboarding professional supports the process of integrating new clients into a company’s services or platforms. Their responsibilities include gathering necessary documentation, verifying client information, coordinating with internal teams, and ensuring all onboarding steps are completed efficiently. They play a crucial role in providing a smooth and positive first experience for clients, addressing their queries, and troubleshooting initial issues. This position often requires strong communication, attention to detail, and organizational skills.

What are the key skills and qualifications needed to thrive as an assistant client onboarding, and why are they important?

To thrive as an Assistant Client Onboarding, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with CRM platforms, onboarding software, and compliance management systems is typically required. Excellent interpersonal skills, problem-solving abilities, and clear communication help build positive client relationships and ensure a seamless onboarding experience. These skills ensure accuracy, regulatory compliance, and client satisfaction during the crucial initial phase of the client relationship.

What are some common challenges faced by assistant client onboarding professionals, and how can they be addressed?

Assistant Client Onboarding professionals often encounter challenges such as managing tight deadlines, coordinating between multiple departments, and ensuring accurate documentation for compliance purposes. These challenges can be addressed by developing strong organizational skills, maintaining effective communication with both internal teams and clients, and staying updated on regulatory requirements. Proactively anticipating client needs and being detail-oriented are also essential to ensure a smooth onboarding process and build positive client relationships.

What is the difference between Assistant Client Onboarding vs Client Onboarding Specialist?

AspectAssistant Client OnboardingClient Onboarding Specialist
CredentialsHigh school diploma or equivalent; some roles may require basic certificationsBachelor's degree often preferred; certifications in customer service or onboarding are common
Work EnvironmentSupportive office or remote team assisting with onboarding tasksClient-facing roles, often in financial, tech, or consulting industries
Employer UsageEntry-level support role within onboarding teamsSpecialized role responsible for managing the onboarding process end-to-end
Search & Comparison IntentOften searched by those seeking entry-level onboarding support rolesCompared by those looking for more advanced onboarding responsibilities

While both roles support client onboarding, the Assistant Client Onboarding typically handles administrative and support tasks, whereas the Client Onboarding Specialist manages the entire onboarding process, often with more client interaction and responsibility.

What cities near Silver Spring, MD are hiring for Assistant Client Onboarding jobs?

Cities near Silver Spring, MD with the most Assistant Client Onboarding job openings:

Assistant Client Onboarding jobs near you

Tax Manager

Solid Rock Recruiting LLC

Fairfax, VA • Hybrid

$120K - $165K/yr

Full-time

PTO

Re-posted 19 days ago

Job description

Tax Manager – Public Accounting Firm

Location: Fairfax, VA
Work Style: Hybrid or In-Office Opportunities (flexible in-office schedule)
Compensation: $120,000 – $165,000 base + bonus (DOE)

As a recruiter in public accounting, we partner with multiple CPA firms across the U.S. If you’re interested in working with us to find your next role at a CPA firm, we’d love to hear from you.

Well-established public accounting firms are seeking an experienced Tax Managers to lead engagements, mentor staff, and serve as a trusted advisor to clients. The firm values collaboration, technical excellence, and a modern approach to work–life balance.

Key Responsibilities

  • Manage complex tax engagements for individuals, partnerships, S-corps, and closely held businesses
  • Review returns prepared by staff and seniors for technical accuracy and compliance
  • Research complex tax issues and provide practical client solutions
  • Support client relationships through proactive communication and tax planning discussions
  • Lead, mentor, and develop team members through review and training
  • Assist partners with business development, client onboarding, and workflow efficiency

Qualifications

  • Active CPA license (required)
  • 6+ years of public accounting experience
  • Strong technical knowledge in federal and state tax compliance
  • Excellent communication and leadership skills
  • Experience with tax software such as CCH Axcess or UltraTax, etc.

Preferred

  • Master’s degree in Taxation, Accounting, or related discipline
  • Prior experience working with high-net-worth individuals, trusts, or family offices
  • Comfortable working in a hybrid environment, including time in the office and client sites (minimum ~3 days/week)

Why This Role

  • Hybrid flexibility (typical in-office requirement noted by employer)
  • Stable, growing client base across multiple industries
  • Clear promotion potential and leadership succession planning
  • Competitive compensation, benefits, and PTO

Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply or connect directly for a confidential conversation: kat@solidrockrecruiting.com | 605-301-7881.