Senior Accountant, Onboarding

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  • Brasil
  • US$ 3.000-4.000 por mês
  • Permanente
  • Período integral
  • Há 3 dias
  • Aplicar facilmente
As the Senior Accountant, you will be responsible for guiding new clients through the onboarding process and establishing a strong foundation for ongoing financial operations. This role focuses on project-based work, managing timelines and budgets, and collaborating with both clients and internal teams to ensure a smooth transition into our accounting systems.Responsibilities
  • Lead the onboarding process for new clients, ensuring that financial data, systems, and workflows are set up accurately and efficiently.
  • Serve as the primary point of contact for clients during onboarding, providing clear communication and timely updates.
  • Review existing financial records, processes, and integrations to identify improvements or potential issues.
  • Collaborate closely with internal team members to coordinate deliverables and align project goals.
  • Work with multiple clients across a variety of industries, balancing competing priorities while maintaining high-quality service.
  • Utilize accounting technology and cloud platforms as part of a complex, integrated stack.
Requirements
  • Background in public accounting, preferably from a small or mid-sized CPA firm.
  • 1–3+ years of experience in accounting or client onboarding roles with direct client interaction.
  • Demonstrated ability to manage multiple clients and projects independently.
  • Strong communication, organization, and problem-solving skills.
  • Comfortable working in a fast-paced environment using modern accounting and workflow tools.
  • QuickBooks certification is preferred but not required.
BenefitsSalary: USD $3,000–$4,000 per month, depending on experience.PTO: 2 weeks + US or local holidaysUnlimited PTO after the 1st yearFully remote work environment

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