Technology • vaughan on
Lead client onboarding engagements from kickoff through transition to ongoing service.Develop onboarding plans, timelines, and client action items.Review, reconcile, and organize historical account... Show more
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What you will be doing:
Lead client onboarding engagements from kickoff through transition to ongoing service.
Develop onboarding plans, timelines, and client action items.
Review, reconcile, and organize historical accounting records.
Complete catch-up and clean-up accounting projects.
Configure and optimize cloud accounting systems and related applications.
Coordinate onboarding activities across internal and external stakeholders.
Prepare onboarding documentation, SOPs, process maps, and transition summaries.
Monitor onboarding timelines, metrics, and project status, identifying bottlenecks and recommending improvements.
Analyze onboarding workload and provide recommendations to support onboarding capacity planning.
Support a limited portfolio of recurring cloud accounting clients.
Prepare financial reporting packages and support sales tax compliance activities.
Utilize AI and technology tools to improve efficiency, consistency, and client outcomes.
What you must have:
5+ years of Canadian cloud accounting, bookkeeping, or accounting experience.
CPA designation is considered an asset but is not required.
Strong QuickBooks Online and cloud accounting technology experience.
Experience with accounting clean-up, conversions, implementations, or client onboarding is considered an asset.
Exceptional project management and organizational skills.
Proven ability to manage multiple client projects simultaneously.
Strong written and verbal communication skills.
Self-starter who thrives in a fast-paced remote environment.
Experience working with not-for-profit organizations is considered an asset.
Salary/Rate Range: $85,000.00 - $95,000.00
Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.
