Associate, Client Accounting Services Onboarding

Role Overview

• Support the design, implementation, and optimization of modern accounting and finance technology stacks, with a strong focus on tech-enabled and e‑commerce businesses, ensuring solutions align with client operations and growth needs.
• Support client accounting across a variety of industries, with an emphasis on technology, e‑commerce, and high‑growth clients, driving efficiency, scalability, and accurate financial reporting.
• Gain hands-on experience with a broad range of accounting, finance, and e‑commerce tools, such as NetSuite, Rillet, Intuit Enterprise Suite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, and Reach Reporting, while demonstrating curiosity and a willingness to learn new systems quickly.
• Perform detailed accounting clean‑up, issue identification, and problem solving, applying a tech‑forward and process‑oriented mindset to improve data accuracy and workflows.
• Prepare timely and accurate monthly financial statements, ensuring records are complete, well-documented, and ready for review by senior team members.
• Collaborate closely with cross‑functional teams to deliver a strong client experience focused on operational efficiency and long‑term success.
• Assist in developing accounting and system strategies that align with client business models, e‑commerce platforms, and transaction flows, translating complexity into clear, actionable outcomes.
• Support and, as experience grows, help lead projects involving data conversions, system implementations, and file migrations, ensuring work is completed on time and within scope.
• Communicate proactively and professionally with internal teams and stakeholders by providing clear updates, documenting decisions, raising questions early, and managing expectations throughout the onboarding and implementation lifecycle.
• Demonstrate a strong willingness to learn, openness to feedback, and interest in expanding technical and accounting skills in a fast‑evolving tech and e‑commerce environment.

Requirements

• Strong foundation in accounting technology implementation and data management, with interest or experience supporting tech‑enabled and e‑commerce accounting processes.
• 3–5 years of experience working with modern accounting systems such as QuickBooks Online, Xero, or similar platforms; exposure to larger or emerging systems a plus.
• Understanding of core accounting principles, including financial statements, cash flow, reconciliations, and expense management.
• Ability to analyze data, identify issues, and propose thoughtful solutions, with a willingness to ask questions and learn new approaches.
• Experience supporting or assisting in the design and implementation of accounting and finance technology stacks, tailored to client operations and transaction flows.
• Hands‑on experience with historical accounting clean‑up and balance sheet reconciliations, ensuring accuracy and completeness of financial data.
• Proven ability to identify discrepancies and inconsistencies within financial statements and supporting schedules.
• Strong problem‑solving skills, paired with clear written and verbal communication, strong organization, and effective time management.
• Self‑motivated and accountable, with the judgment to work independently while knowing when to escalate questions or issues.
• Experience supporting projects, initiatives, or implementations, with familiarity using project management and workflow tools.
• Ability to manage multiple priorities, adapt in a fast‑paced environment, and deliver high‑quality work within established scope and timelines.
• Experience working directly with clients or internal stakeholders, communicating professionally and confidently, including exposure to senior or executive‑level contacts.
• Advanced Excel skills, along with experience documenting processes, creating training materials, or supporting the rollout of new tools and workflows.
• Demonstrated curiosity and willingness to learn, with an interest in staying current on emerging accounting technologies, e‑commerce tools, and industry trends.
• Bachelor’s degree in Accounting

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options