The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful ...
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful ...
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful ...
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful ...
Senior Accounting Associate - Client Accounting & Advisory Services
Rockville, MD · On-site +1
$73K - $117K/yr
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities ... Proven ability to manage competing priorities and consistently meet deadlines in a fast-paced ...
Senior Accounting Associate - Client Accounting & Advisory Services
Rockville, MD · On-site +1
$73K - $117K/yr
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities ... Proven ability to manage competing priorities and consistently meet deadlines in a fast-paced ...
Senior Accounting Associate - Client Accounting & Advisory Services
Washington, DC · On-site +1
$73K - $117K/yr
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities ... Proven ability to manage competing priorities and consistently meet deadlines in a fast-paced ...
Senior Accounting Associate - Client Accounting & Advisory Services
Washington, DC · On-site +1
$73K - $117K/yr
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities ... Proven ability to manage competing priorities and consistently meet deadlines in a fast-paced ...
Senior Accountant - Outsourced Nonprofit Accounting Services
Washington, DC · On-site
$83K - $105K/yr
... thrives in a fast-paced outsourced accounting environment, enjoys managing multiple client ... Client Service & Advisory * Serve as the primary accounting contact for assigned nonprofit clients.
Senior Accountant - Outsourced Nonprofit Accounting Services
Washington, DC · On-site
$83K - $105K/yr
... thrives in a fast-paced outsourced accounting environment, enjoys managing multiple client ... Client Service & Advisory * Serve as the primary accounting contact for assigned nonprofit clients.
Senior Accountant Outsourced Services
Reston, VA · On-site +1
$77K - $96K/yr
Direct access to Managers and Partners for mentorship and career development Position Summary We ... This role is firmly rooted in client-facing public accounting and is ideal for professional who has ...
Senior Accountant Outsourced Services
Reston, VA · On-site +1
$77K - $96K/yr
Direct access to Managers and Partners for mentorship and career development Position Summary We ... This role is firmly rooted in client-facing public accounting and is ideal for professional who has ...
Senior Accountant Outsourced Services
Reston, VA · On-site +1
$77K - $96K/yr
Direct access to Managers and Partners for mentorship and career development Position Summary We ... This role is firmly rooted in client-facing public accounting and is ideal for professional who has ...
Senior Accountant Outsourced Services
Reston, VA · On-site +1
$77K - $96K/yr
Direct access to Managers and Partners for mentorship and career development Position Summary We ... This role is firmly rooted in client-facing public accounting and is ideal for professional who has ...
Senior Accountant Outsourced Services (Remote)
Reston, VA · Remote
$75K - $95K/yr
Direct access to Managers and Partners for mentorship and career development Position Summary We ... This role is firmly rooted in client-facing public accounting and is ideal for professional who has ...
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Senior Accountant Outsourced Services (Remote)
Reston, VA · Remote
$75K - $95K/yr
Direct access to Managers and Partners for mentorship and career development Position Summary We ... This role is firmly rooted in client-facing public accounting and is ideal for professional who has ...
Onboarding Accounting Associate
Arlington, VA · On-site +1
Aprio's Client Accounting Services Technology & Ecommerce team is looking for anOnboarding ... Strong foundation in accounting technology implementation and data management, with interest or ...
Onboarding Accounting Associate
Arlington, VA · On-site +1
Aprio's Client Accounting Services Technology & Ecommerce team is looking for anOnboarding ... Strong foundation in accounting technology implementation and data management, with interest or ...
Onboarding Accounting Associate
Rockville, MD · On-site +1
Aprio's Client Accounting Services Technology & Ecommerce team is looking for anOnboarding ... Strong foundation in accounting technology implementation and data management, with interest or ...
Onboarding Accounting Associate
Rockville, MD · On-site +1
Aprio's Client Accounting Services Technology & Ecommerce team is looking for anOnboarding ... Strong foundation in accounting technology implementation and data management, with interest or ...
Accounting Intern (Washington, DC)
Washington, DC · On-site
$18 - $23/hr
HRK offers internship opportunities for valuable experience in various practice areas including Audit, Tax, and Client Accounting Services as well as niche practice areas of Credit Risk Management ...
Accounting Intern (Washington, DC)
Washington, DC · On-site
$18 - $23/hr
HRK offers internship opportunities for valuable experience in various practice areas including Audit, Tax, and Client Accounting Services as well as niche practice areas of Credit Risk Management ...
Accounting Intern (Washington, DC)
Washington, DC · On-site
$18 - $23/hr
HRK offers internship opportunities for valuable experience in various practice areas including Audit, Tax, and Client Accounting Services as well as niche practice areas of Credit Risk Management ...
Accounting Intern (Washington, DC)
Washington, DC · On-site
$18 - $23/hr
HRK offers internship opportunities for valuable experience in various practice areas including Audit, Tax, and Client Accounting Services as well as niche practice areas of Credit Risk Management ...
Client Accounting Specialist
Washington, DC · Hybrid
$24 - $32.50/hr
The Client Accounting Specialist will work closely with the finance management team and integrate best practices while delivering best in class service internally to our partners and externally to ...
Client Accounting Specialist
Washington, DC · Hybrid
$24 - $32.50/hr
The Client Accounting Specialist will work closely with the finance management team and integrate best practices while delivering best in class service internally to our partners and externally to ...
We invite you to review our current business services professionals openings to learn about the ... in methods and procedures to higher-level management. * Ensures billing staff follow through with ...
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We invite you to review our current business services professionals openings to learn about the ... in methods and procedures to higher-level management. * Ensures billing staff follow through with ...
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Client Accounting Supervisor
Washington, DC · On-site
We invite you to review our current business services professionals openings to learn about the ... in methods and procedures to higher-level management. * Ensures billing staff follow through with ...
New
Client Accounting Supervisor
Washington, DC · On-site
We invite you to review our current business services professionals openings to learn about the ... in methods and procedures to higher-level management. * Ensures billing staff follow through with ...
New
Senior Accounting Manager
Arlington, VA · On-site +1
$115K - $160K/yr
Join Aprio's Technology Client Accounting Services team and you will help clients maximize their ... Identifying gaps in financial policies and improving policies and procedures tailored to the client ...
Senior Accounting Manager
Arlington, VA · On-site +1
$115K - $160K/yr
Join Aprio's Technology Client Accounting Services team and you will help clients maximize their ... Identifying gaps in financial policies and improving policies and procedures tailored to the client ...
As GreenSpark grows, you'll play a key role in shaping our accounting practice, developing our team, and implementing new technologies that improve efficiency and client service. This is a fully ...
New
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As GreenSpark grows, you'll play a key role in shaping our accounting practice, developing our team, and implementing new technologies that improve efficiency and client service. This is a fully ...
New
Senior Accounting Manager
Rockville, MD · On-site +1
$115K - $160K/yr
Join Aprio's Technology Client Accounting Services team and you will help clients maximize their ... Identifying gaps in financial policies and improving policies and procedures tailored to the client ...
Senior Accounting Manager
Rockville, MD · On-site +1
$115K - $160K/yr
Join Aprio's Technology Client Accounting Services team and you will help clients maximize their ... Identifying gaps in financial policies and improving policies and procedures tailored to the client ...
Senior Accounting Manager
Washington, DC · On-site +1
$115K - $160K/yr
Join Aprio's Technology Client Accounting Services team and you will help clients maximize their ... Identifying gaps in financial policies and improving policies and procedures tailored to the client ...
Senior Accounting Manager
Washington, DC · On-site +1
$115K - $160K/yr
Join Aprio's Technology Client Accounting Services team and you will help clients maximize their ... Identifying gaps in financial policies and improving policies and procedures tailored to the client ...
Senior Healthcare Accounting Manager
Rockville, MD · On-site +1
$115K - $160K/yr
Minimum of seven years of experience in an outsourced accounting or professional services environment * Demonstrated success in business development and client relationship management * Experience ...
Senior Healthcare Accounting Manager
Rockville, MD · On-site +1
$115K - $160K/yr
Minimum of seven years of experience in an outsourced accounting or professional services environment * Demonstrated success in business development and client relationship management * Experience ...
Manager In Client Accounting Services information
What are Manager In Client Accounting Services?
What are the key skills and qualifications needed to thrive as a Manager in Client Accounting Services, and why are they important?
How much is the salary of an accounting manager?
What is a client accounting manager?
What is the highest paid accounting position?
How does a Manager in Client Accounting Services typically collaborate with clients and internal teams?
Can you make $500,000 a year as an accountant?
What is the difference between Manager In Client Accounting Services vs Bookkeeper?
| Aspect | Manager In Client Accounting Services | Bookkeeper |
|---|---|---|
| Credentials | Typically requires a CPA, accounting degree, or relevant certifications | Often requires basic bookkeeping certifications or high school diploma |
| Work Environment | Manages client accounts, supervises staff, and interacts with clients in an accounting firm or department | Performs day-to-day transaction recording, often in an office or remotely |
| Responsibilities | Oversees financial statements, reconciliations, and client reporting | Records transactions, maintains ledgers, and processes invoices |
The Manager In Client Accounting Services typically holds advanced credentials and oversees complex accounting functions, while a Bookkeeper handles routine transaction recording. The manager role involves supervision and client interaction, whereas bookkeeping is more focused on data entry and record maintenance.
Full-time
Medical, Dental, Vision, Retirement
Re-posted 16 days ago
Job description
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle - setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.
This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.
- Lead each new client engagement from kickoff call through transition to the recurring CAS team
- Serve as the single point of contact for all onboarding-related questions, issues, and communications
- Build and manage project plans with clear scope, milestones, timelines, and budget parameters
- Proactively identify risks and resolve issues before they impact the client experience
- Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
- Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
- Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client's specific needs
- Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).Â
- Design scalable chart of accounts, reporting structures, and month-end close processes
- Train clients and internal team members on new systems and workflows
- Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
- Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
- Establish month-end close checklists and standard operating procedures for the ongoing service team
- Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
- Document client-specific procedures and system configurations for the ongoing team
- Identify and champion process improvements that increase onboarding efficiency and client satisfaction
- Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping
- Bachelor's degree in Accounting, Finance, or related field
- 5-8 years of accounting or finance experience, including time in a client-facing or multi-client environment
- Demonstrated experience leading accounting system implementations or client migrations
- Strong working knowledge of GAAP and ability to prepare or review financial statements
- Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
- Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
- Outstanding communication and relationship management skills - comfortable presenting to C-suite stakeholders
- CPA license or active candidate
- Public accounting or professional services firm background
- Experience in a managed services or outsourced accounting model
- Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
- Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom
- Client Focus - Delivers an exceptional first impression that sets the tone for the long-term client relationship
- Project Ownership - Takes end-to-end accountability for onboarding outcomes without needing close oversight
- Tech Savviness - Quickly learns new platforms and connects the right tools to the client's business model
- Organized & Detail-Oriented - Tracks dozens of moving parts across simultaneous engagements with precision
- Collaborative - Works effectively across internal teams, escalating appropriately and sharing knowledge freely
- Adaptable - Comfortable in a fast-growing, evolving practice where processes are still being builtÂ
About Aprio
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Atlanta, GA, US
Year founded
1952