This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90-100 days on the platform. The ideal ...
Quick apply

This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90-100 days on the platform. The ideal ...
Quick apply
This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90-100 days on the platform. The ideal ...
This role is ideal for a public accounting professional who: * Is passionate about tax * Enjoys working with sophisticated clients * Wants a visible role with strong mentorship and clear career ...
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This role is ideal for a public accounting professional who: * Is passionate about tax * Enjoys working with sophisticated clients * Wants a visible role with strong mentorship and clear career ...
Minimum of 5 years of experience in public accounting. * CPA license preferred , but not required. * Bachelor's degree in Accounting, Finance, or a related field preferred. * Strong technical ...
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Minimum of 5 years of experience in public accounting. * CPA license preferred , but not required. * Bachelor's degree in Accounting, Finance, or a related field preferred. * Strong technical ...
The position requires hands-on experience using tax and accounting software such as Lacerte, QuickBooks, Sage 50 (Peachtree), and Microsoft Excel. The ideal candidate will have 2-5 years of income ...
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The position requires hands-on experience using tax and accounting software such as Lacerte, QuickBooks, Sage 50 (Peachtree), and Microsoft Excel. The ideal candidate will have 2-5 years of income ...
Support ERP system analysis (N-ERP, Advana, DTS, WAWF) * Provide executive briefings and decision-support analysis Minimum Qualifications * Bachelor's degree in Accounting, Finance, Business, or ...
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Support ERP system analysis (N-ERP, Advana, DTS, WAWF) * Provide executive briefings and decision-support analysis Minimum Qualifications * Bachelor's degree in Accounting, Finance, Business, or ...
Recent public accounting experience with a Top 15 firm * Experience supporting large, multi- state/national/global corporate clients * Ability to work hybrid (2 days onsite weekly) Preferred Skills
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Recent public accounting experience with a Top 15 firm * Experience supporting large, multi- state/national/global corporate clients * Ability to work hybrid (2 days onsite weekly) Preferred Skills
Unlimited access to professional training and development resources * U.S. CPA Exam support , including: * Paid exam preparation time * Financial bonus upon passing * Visa sponsorship and relocation ...
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Unlimited access to professional training and development resources * U.S. CPA Exam support , including: * Paid exam preparation time * Financial bonus upon passing * Visa sponsorship and relocation ...
This role is ideal for a dynamic, career-driven tax professional seeking long-term growth within a fast-paced public accounting environment. Key Responsibilities * Lead, train, develop, and mentor ...
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This role is ideal for a dynamic, career-driven tax professional seeking long-term growth within a fast-paced public accounting environment. Key Responsibilities * Lead, train, develop, and mentor ...
This role is ideal for a dynamic, career-driven tax professional seeking long-term growth within a fast-paced public accounting environment. Key Responsibilities * Lead, train, develop, and mentor ...
Quick apply
This role is ideal for a dynamic, career-driven tax professional seeking long-term growth within a fast-paced public accounting environment. Key Responsibilities * Lead, train, develop, and mentor ...
The ideal candidate will have experience at a top 10 accounting firm and a proven track record in tax compliance, consulting, and business development. Key Responsibilities: * Lead and manage ...
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The ideal candidate will have experience at a top 10 accounting firm and a proven track record in tax compliance, consulting, and business development. Key Responsibilities: * Lead and manage ...
Our team works closely with small and medium-sized businesses and non-profits, providing comprehensive accounting, audit, and advisory services. Employees are empowered with a direct stake in the ...
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Our team works closely with small and medium-sized businesses and non-profits, providing comprehensive accounting, audit, and advisory services. Employees are empowered with a direct stake in the ...
Active CPA in PA or VA (or reciprocity) OR JD with active law license * 4-7+ years of progressive corporate tax compliance or consulting experience * Strong experience with ASC 740 , corporate tax ...
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Active CPA in PA or VA (or reciprocity) OR JD with active law license * 4-7+ years of progressive corporate tax compliance or consulting experience * Strong experience with ASC 740 , corporate tax ...
Hamilton, OH · On-site
Hamilton, OH Employment Type: Full-Time | On-Site Salary: $97,000 - $114,000 per year About the Firm We are an employee-owned accounting and advisory firm with a collaborative, client-focused culture.
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Hamilton, OH · On-site
Hamilton, OH Employment Type: Full-Time | On-Site Salary: $97,000 - $114,000 per year About the Firm We are an employee-owned accounting and advisory firm with a collaborative, client-focused culture.
Bachelor's Degree in Accounting/Finance; CPA/MBA preferred. * Industry Experience: Healthcare/lab experience beneficial; adaptable to industry-specific finance processes. * Technical Skills: Advanced ...
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Bachelor's Degree in Accounting/Finance; CPA/MBA preferred. * Industry Experience: Healthcare/lab experience beneficial; adaptable to industry-specific finance processes. * Technical Skills: Advanced ...
Active CPA in PA or VA (or reciprocity) OR JD with active law license * 4-7+ years of progressive corporate tax compliance or consulting experience * Strong experience with ASC 740 , corporate tax ...
Quick apply
Active CPA in PA or VA (or reciprocity) OR JD with active law license * 4-7+ years of progressive corporate tax compliance or consulting experience * Strong experience with ASC 740 , corporate tax ...
... Accounting, Finance, FP&A, and Executive Leadership. Key Responsibilities Oracle ERP & EPM Data Architecture * Design and maintain enterprise reporting and analytics architecture spanning Oracle ...
... Accounting, Finance, FP&A, and Executive Leadership. Key Responsibilities Oracle ERP & EPM Data Architecture * Design and maintain enterprise reporting and analytics architecture spanning Oracle ...
Los Angeles, CA · On-site
$22/hr
Requirements** - 2-4 years of administrative experience with accounts and invoicing knowledge - Experience with ERP systems (SAP, NetSuite, Concur, or similar accounting software) - Familiarity with ...
Los Angeles, CA · On-site
$22/hr
Requirements** - 2-4 years of administrative experience with accounts and invoicing knowledge - Experience with ERP systems (SAP, NetSuite, Concur, or similar accounting software) - Familiarity with ...
Los Angeles, CA · On-site
$22/hr
Requirements** - 2-4 years of administrative experience with accounts and invoicing knowledge - Experience with ERP systems (SAP, NetSuite, Concur, or similar accounting software) - Familiarity with ...
Los Angeles, CA · On-site
$22/hr
Requirements** - 2-4 years of administrative experience with accounts and invoicing knowledge - Experience with ERP systems (SAP, NetSuite, Concur, or similar accounting software) - Familiarity with ...
Lincolnshire, IL · On-site
$120K - $150K/yr
Location Lincolnshire, Illinois, USA Job Type Full-Time Compensation $120,000 - $150,000 base, depending on experience Benefits Health Insurance, 401(k) with 4% Match, CPA Support, PTO About the ...
Lincolnshire, IL · On-site
$120K - $150K/yr
Location Lincolnshire, Illinois, USA Job Type Full-Time Compensation $120,000 - $150,000 base, depending on experience Benefits Health Insurance, 401(k) with 4% Match, CPA Support, PTO About the ...
Lincolnshire, IL · On-site
$90K - $130K/yr
Audit Manager - Client: CPA Firm This document was transcribed from the uploaded one-page PDF. Location Lincolnshire, Illinois, USA Job Type Full-Time Compensation $90,000-$130,000 base, depending on ...
Lincolnshire, IL · On-site
$90K - $130K/yr
Audit Manager - Client: CPA Firm This document was transcribed from the uploaded one-page PDF. Location Lincolnshire, Illinois, USA Job Type Full-Time Compensation $90,000-$130,000 base, depending on ...

Full-time
Re-posted 15 days ago
Salary, bonus (10k), equity
NO visa sponsorship
There is a strong preference for candidates in the Pacific time zone, though candidates on the East Coast are also considered.
Selling points
Our client, a B2B fintech software startup, is seeking Implementation Specialists.
They are looking for an Implementation Specialist with 2–3 years of experience in a customer-facing SaaS role. This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90–100 days on the platform.
The ideal candidate is proactive, coachable, and thrives in a structured individual contributor role. You will serve as the primary point of contact for new customers, ensuring they are fully onboarded and positioned for long-term success.
What You'll DoConduct onboarding and training calls to help new customers quickly realize product value
Initial onboarding call (1 hour via Zoom) focused on setup and foundational training
Follow-up sync calls (15–45 minutes) covering advanced setup, feature training, team enablement, and product updates
Manage the full implementation lifecycle for a portfolio of SMB bookkeeping or accounting firms (typically serving 10–50 clients monthly) during their first 90–100 days
Serve as the primary point of contact during onboarding, driving strong engagement and high renewal rates
Capture customer feedback and feature requests to inform product improvements and internal process enhancements
2–3 years of experience in a customer-facing SaaS role (Customer Success, Onboarding, or similar)
Experience working with accounting or bookkeeping clients preferred
Prior onboarding or training experience with SMB customers
Experience at an early-stage startup is a plus
Familiarity with bookkeeping/accounting software (e.g., QuickBooks, Xero) is a strong plus
Highly coachable and open to feedback
Excellent communication and customer-facing skills
This is an opportunity for a detail-oriented, customer-focused professional to play a key role in onboarding and retaining SMB clients at a growing fintech startup.
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Business management consulting
1 - 10 Employees
Gaithersburg, MD, US
2023