Accounting Manager – Onboarding

Job not on LinkedIn

🔥 18 minutes ago

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $90k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 0%

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Club Capital Group

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1 - 10 employees

📦 Logistics

🍽️ Food & Beverage

✈️ Travel

Logistics • Food & Beverage • Travel

Club Capital Group is a performance improvement consultancy specializing in cost management for organizations, particularly private and public golf clubs, wedding venues, and hospitality groups. With a mission to enhance member clubs' value through strategic cost management, they offer a no-cost membership that provides access to negotiated contracts with over $140 billion in buying power, resulting in lower prices and improved contract terms. The company prides itself on a white glove approach, meticulously understanding each organization's needs to control costs effectively and help reach long-term goals. Their services promise risk-free savings of 10-30% and integrate seamlessly into existing operations without disruptions.

📋 Description

• Lead and manage a team of onboarding accountants by assigning work, reviewing output, setting quality standards, and developing the team • Serve as the first delivery lead for every new client after the sale closes, setting expectations and building trust • Own and deliver retroactive accounting work, including catch-up bookkeeping, cleanup, reconciliations, and bringing books current and accurate • Set up new client accounts in company systems and connect clients to required tools and processes • Manage the change side of onboarding, including transitioning clients from old providers and habits • Run a clean handoff to the ongoing CAS accountant with complete books and clear documentation • Coordinate with the tax team by answering initial questions, sharing onboarding findings, and introducing clients to their tax team • Track high-volume onboardings, identify bottlenecks, and keep timelines on track • Improve onboarding processes by building checklists and tightening workflows

🎯 Requirements

• 5+ years of accounting experience, with significant time at the Senior Accountant level or above • Deep experience with catch-up and cleanup work, including untangling messy or incomplete books • Experience with both for-profit and nonprofit accounting • Proven ability to manage a high volume of work at different stages at the same time • Experience leading, training, or reviewing the work of other accountants • Strong client communication skills; ability to explain accounting matters in plain English and keep clients calm when things are messy • Proficiency in QuickBooks Online and/or Xero • CPA or progress toward a CPA is nice to have • Experience in a CAS, outsourced accounting, or client-facing firm environment is nice to have • Familiarity with insurance agencies or youth sports and nonprofit organizations is nice to have • Experience building or improving onboarding or implementation processes is nice to have • Working knowledge of business tax is nice to have

🏖️ Benefits

• Remote-first organization • Work/life balance

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