Onboarding Accounting Assistant

This is a remote position.

Schedule: 

• Monday to Friday, 8:30 AM – 5:30 PM New York time (1-hour unpaid break)
• Must be available to work Eastern Time zone

Job Overview

We are seeking a highly organized and dependable Client Onboarding Specialist to lead the

onboarding process for new clients at our CPA firm. This client-facing role requires an Accounting background, exceptional communication and customer service skills to ensure a smooth and professional transition for each client. The ideal candidate will be detail-oriented, tech-savvy, and eager to learn our firm’s systems and processes. You will play a key role in gathering and documenting client data accurately, while building strong, positive relationships and providing a high level of service from day one. Your efforts will help set the foundation for long-term client satisfaction and success.

Key Responsibilities

• Set up client profiles in internal systems (Client Sheets)
• Gather required documents, credentials, and financial data from clients (e.g., bank access, payroll system, prior-year tax returns)
• Ability to analyze Financials (Balance Sheet and Profit & Loss)
• Educate clients on firm processes, timelines, communication channels, and expectations
• Track onboarding progress using checklists and update internal dashboards or trackers
• Follow up with clients to obtain missing information or documentation
• Prepare onboarding forms and templates for review by the Onboarding Manager
• Help schedule client onboarding calls or meetings
• Maintain secure digital filing systems and ensure all documents are stored properly
• Assist with data entry, document formatting, etc
• Support process improvement efforts and suggest workflow enhancements

• 4 years of experience in an administrative, assistant, or support role as an Accounting professional
• Must be an accountant
• Proficiency with Microsoft Office, Google Workspace, QuickBooks and other common accounting or CRM tools.
• Ability to manage multiple onboarding projects simultaneously.
• Tech-savvy and able to learn new platforms quickly.

Independent Contractor Perks

• HMO Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring