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Accounting and Tax Onboarding Manager

Guidant Financial
Saint George, UT
  • Expired: October 05, 2022. Applications are no longer accepted.
The wage for this position is $85,000 - $95,000 per year

This is a fully and permanently remote work from home opportunity with a growing and stable company available only in the following states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We're doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs - we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Passion: You champion our mission and think like an entrepreneur.
Adaptability: Change isn't scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member's individual experiences.

The Role

This role will manage a specialized team, and oversee the new client onboarding process for the department. Responsibilities include conducting client interviews to help them understand the scope of the services provided, educate accounting and tax best practices, and guide through the fundamentals of the accounting software and support software set-up.

What You'll Be Doing
  • Select, coach, develop, train, lead and manage performance of a team comprised of specialized roles
  • Conduct client interviews to onboard new clients to platform
  • Effectively outline the client journey to client audience, setting expectations for needs and deliverables and ensuring timely completion of the onboarding process
  • Support clients through the technical aspects of setting up bank feeds, accounting software connections, import automation, payroll import, vendor creation, and applicable logins
  • Develop and understanding of small business clients' business models and deliver high quality services to various clients in multiple industries
  • Ensure the completion of clients' beginning accounting balance set up - Initial business purchase transaction, account creation and classification, payroll entries, vendor creation, reporting dimensions, bank reconciliation, fixed assets, etc.
  • Lead communication process with clients from the point of sales finalization to routine maintenance hand-offs
  • Maintain consistent accounting onboarding policies and procedures across clients and team members
  • Act as liaison between Client Success team and Accounting and Tax team to ensure the uniformed communication about the products, policies and service expectation are delivered to clients, and identify any issues or concerns

Additional Functions
  • Create and maintain scalable workflow system by collaborating with various teams within the organization
  • Create and maintain policies and support-material that detail best practices for accounting and tax operational activities
  • Identify problem areas, devise and deliver solutions to enhance the quality of service and to prevent future problems.
  • Participate in various special projects, including collaboration with internal departments
  • Perform other duties as required


  • Must be 18 years of age
  • 7+ years of small business accounting and tax services experience required
  • Previous experience communicating with small business owners required
  • A Bachelor's degree in Accounting or equivalent experience required
  • QuickBooks Online (QBO) certification preferred
  • Familiarity with various applicable third party QBO add-on systems such as, SaaSAnt, and Avalara preferred
  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation preferred
  • Superior verbal and written communicator who knows how read their audience. IQ and EQ.
  • Excellent working knowledge of Microsoft suite including excel, outlook and teams
  • Ability to work independently and manage multiple projects and deadlines
  • Should be self-motivated, highly organized, and able to work independently
  • Team player and ability to roll up your sleeves and take initiative without being asked
  • Ability to work in an autonomous environment where you can be a self directed, independent worker

Other Requirements
  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications

For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) high speed internet. For any questions, please reach out to


  • Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
  • When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. In 2021, we promoted 43% of our organization!
  • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, and paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
  • Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
  • Awesome Culture: Be part of Guidant's award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
  • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.

The wage for this position is $85,000 - $95,000 per year

This is a fully and permanently remote work from home opportunity with a growing and stable company available only in the following states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA.

Guidant Financial


Saint George, UT
84770 USA


Finance and Insurance

View all jobs at Guidant Financial