Targetedaccounting
Client Onboarding Manager
Targetedaccounting - California, Missouri, United States, 65018
Work at Targetedaccounting
Overview
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Overview
This role presents the candidate with an opportunity to join the management team of a dynamic and growing bookkeeping and professional services firm based in the GTA, serving clients across Canada.
The selected candidate will be responsible for executing activities in 4 different areas
Managing a team
of Client Onboarding Specialists, providing mentorship and professional development Onboarding new clients
and setting up the accounting software using best practices and automating tasks where possible Cleaning up the new clients’ books
and seamlessly handing off to full-time bookkeeper and account manager Oversee and continuously improve
operational processes (including client and internal processes) This role is vital to the success of our company . This role is a good fit for a reliable and disciplined self-starter with an aptitude for accounting, bookkeeping clean-up, people management and technology. We're looking to provide the successful candidate with a high degree of autonomy, with accountability.
Role & Responsibilities
1) Managing the Onboarding Team
Oversee a team of onboarding specialists, providing clear guidance, mentorship, and support to ensure high performance and professional growth Establish team goals and objectives aligned with company priorities, and track progress through regular check-ins and performance reviews Foster a collaborative and supportive team environment that encourages knowledge sharing, innovation, and continuous improvement Identify training needs and create development plans to enhance the team's expertise in bookkeeping, technology, and client engagement Act as the escalation point for complex client onboarding issues and support the team in resolving challenges efficiently Assess the performance of all direct reports 2) Client Onboarding, Set Up and Process Automation:
Managing Client Onboarding including, but not limited to, the following:
Set up initial meetings with client Determine clients’ desires/needs/concerns Review clients present system, looking for gaps Identify opportunities for streamlining client processes Establish and optimize workflows to ensure they are efficient and tailored for a virtual environment, identifying opportunities for improvement or overhauls as needed. Guide clients and team members to adopt streamlined workflows and processes, ensuring alignment with organizational best practices. Ensure a smooth transition from the onboarding to the bookkeeper, and ensuring that all transition and information sharing documentation is completed Ensure that the Client-Firm Responsibility Matrix is established and expectations set with all stakeholders Check in on the bookkeeper once they have started an engagement Identify changes in scope of work from interaction with staff and alert sales staff Set up and redesign the chart of accounts Configure accounting software (e.g., QuickBooks, Dext, Wagepoint, RBC PayEdge) to support efficient workflows and ensure successful client adoption Create the training materials and train-in all stakeholders 3) Bookkeeping Clean-up: Catch Up, Period Close, Financial Reporting & Tax Filing:
Address and resolve complex bookkeeping challenges, including untangling errors, reconciling discrepancies, and rebuilding financial records. Perform clean-up accounting with a strategic approach, ensuring smooth handoffs to bookkeepers and long-term sustainability of client financial records. Provide catch up accounting, including bookkeeping, AR, AP and payroll Close the books by completing bank and balance sheet reconciliation, and preparing adjusting journal entries Work directly with the clients to ensure all client emails and calls are responded in a timely manner and follow up where needed HST returns T4, T5 returns, WSIB, EHT, and other regulatory filings 4) Continuous Process Improvement
Evaluate current operational processes (all our service offerings) and identify inefficiencies and areas for improvement Design and implement new processes and workflows that enhance efficiency and Productivity Coordinate with various departments to ensure successful implementation of process changes, including training Foster a culture of continuous improvement within the organization. Stay up to date with industry-best practices and integrate them into the organization's processes. Create project plans, set milestones, and ensure projects are delivered on time and on budget Develop training materials and documentation to assist with the adoption of new processes. Desired Qualifications:
Recognized accounting designation in Canada (CPA, CA, CMA, etc.) Bachelor's degree in accounting or business administration, or equivalent Minimum of 5 years of experience in a small to midsize company, preferably an accounting firm Strong foundation of cash and accrual bookkeeping and solid understanding of intercompany balance Advanced experience in QuickBooks Online, MS Office applications (Excel, Outlook, Word) Previous experience in a technology company or technology startup would be an asset Desired Attributes:
Excellent track record of people management Excellent written and oral communication skills Excellent organizational skills and attention to details Resourceful and tech savvy We Offer:
Flexible work hours and remote work Competitive compensation package and benefit plan Professional growth and development opportunities Opportunity to work within a collaborative office setting Work Arrangement:
Flexible: we are mostly remote, but offer and encourage, opportunities to work in an office setting; our leadership team strives to meet once a week in person Our office has direct TTC Subway access at York Mill Station and a GO Bus terminal Preference will be given to candidates in the GTA, but we will consider candidates across Canada Job Type:
Full-time
Benefits:
Health Spending and Wellness Spending Account (HSA & WSA) Personal Days Sick Days Flexible language requirement:
French not required
Schedule:
Monday to Friday
Education:
Bachelor's Degree (required), CPA or CA designations preferred
Required Experience:
QuickBooks Online and/or Desktop: 4 years Bookkeeping: 4 years Work Location:
Toronto, ON #J-18808-Ljbffr
The selected candidate will be responsible for executing activities in 4 different areas
Managing a team
of Client Onboarding Specialists, providing mentorship and professional development Onboarding new clients
and setting up the accounting software using best practices and automating tasks where possible Cleaning up the new clients’ books
and seamlessly handing off to full-time bookkeeper and account manager Oversee and continuously improve
operational processes (including client and internal processes) This role is vital to the success of our company . This role is a good fit for a reliable and disciplined self-starter with an aptitude for accounting, bookkeeping clean-up, people management and technology. We're looking to provide the successful candidate with a high degree of autonomy, with accountability.
Role & Responsibilities
1) Managing the Onboarding Team
Oversee a team of onboarding specialists, providing clear guidance, mentorship, and support to ensure high performance and professional growth Establish team goals and objectives aligned with company priorities, and track progress through regular check-ins and performance reviews Foster a collaborative and supportive team environment that encourages knowledge sharing, innovation, and continuous improvement Identify training needs and create development plans to enhance the team's expertise in bookkeeping, technology, and client engagement Act as the escalation point for complex client onboarding issues and support the team in resolving challenges efficiently Assess the performance of all direct reports 2) Client Onboarding, Set Up and Process Automation:
Managing Client Onboarding including, but not limited to, the following:
Set up initial meetings with client Determine clients’ desires/needs/concerns Review clients present system, looking for gaps Identify opportunities for streamlining client processes Establish and optimize workflows to ensure they are efficient and tailored for a virtual environment, identifying opportunities for improvement or overhauls as needed. Guide clients and team members to adopt streamlined workflows and processes, ensuring alignment with organizational best practices. Ensure a smooth transition from the onboarding to the bookkeeper, and ensuring that all transition and information sharing documentation is completed Ensure that the Client-Firm Responsibility Matrix is established and expectations set with all stakeholders Check in on the bookkeeper once they have started an engagement Identify changes in scope of work from interaction with staff and alert sales staff Set up and redesign the chart of accounts Configure accounting software (e.g., QuickBooks, Dext, Wagepoint, RBC PayEdge) to support efficient workflows and ensure successful client adoption Create the training materials and train-in all stakeholders 3) Bookkeeping Clean-up: Catch Up, Period Close, Financial Reporting & Tax Filing:
Address and resolve complex bookkeeping challenges, including untangling errors, reconciling discrepancies, and rebuilding financial records. Perform clean-up accounting with a strategic approach, ensuring smooth handoffs to bookkeepers and long-term sustainability of client financial records. Provide catch up accounting, including bookkeeping, AR, AP and payroll Close the books by completing bank and balance sheet reconciliation, and preparing adjusting journal entries Work directly with the clients to ensure all client emails and calls are responded in a timely manner and follow up where needed HST returns T4, T5 returns, WSIB, EHT, and other regulatory filings 4) Continuous Process Improvement
Evaluate current operational processes (all our service offerings) and identify inefficiencies and areas for improvement Design and implement new processes and workflows that enhance efficiency and Productivity Coordinate with various departments to ensure successful implementation of process changes, including training Foster a culture of continuous improvement within the organization. Stay up to date with industry-best practices and integrate them into the organization's processes. Create project plans, set milestones, and ensure projects are delivered on time and on budget Develop training materials and documentation to assist with the adoption of new processes. Desired Qualifications:
Recognized accounting designation in Canada (CPA, CA, CMA, etc.) Bachelor's degree in accounting or business administration, or equivalent Minimum of 5 years of experience in a small to midsize company, preferably an accounting firm Strong foundation of cash and accrual bookkeeping and solid understanding of intercompany balance Advanced experience in QuickBooks Online, MS Office applications (Excel, Outlook, Word) Previous experience in a technology company or technology startup would be an asset Desired Attributes:
Excellent track record of people management Excellent written and oral communication skills Excellent organizational skills and attention to details Resourceful and tech savvy We Offer:
Flexible work hours and remote work Competitive compensation package and benefit plan Professional growth and development opportunities Opportunity to work within a collaborative office setting Work Arrangement:
Flexible: we are mostly remote, but offer and encourage, opportunities to work in an office setting; our leadership team strives to meet once a week in person Our office has direct TTC Subway access at York Mill Station and a GO Bus terminal Preference will be given to candidates in the GTA, but we will consider candidates across Canada Job Type:
Full-time
Benefits:
Health Spending and Wellness Spending Account (HSA & WSA) Personal Days Sick Days Flexible language requirement:
French not required
Schedule:
Monday to Friday
Education:
Bachelor's Degree (required), CPA or CA designations preferred
Required Experience:
QuickBooks Online and/or Desktop: 4 years Bookkeeping: 4 years Work Location:
Toronto, ON #J-18808-Ljbffr