Senior Accountant, Onboarding
- Brasil
- US$ 3.000-4.000 por mês
- Permanente
- Período integral
- 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.
- 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.