Client Accounting Onboarding Specialist

Job not on LinkedIn

🔥 0 minutes ago

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Rehmann

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1941

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Rehmann is a professional advisory firm that partners with businesses and private clients to provide audit and assurance, tax, consulting, finance and accounting, technology services, and wealth management. The firm serves a range of industries—including construction, dealerships, financial services, healthcare, manufacturing, private equity, and the public sector—helping clients with compliance, reporting, tax planning, process improvement, and technology-enabled solutions. Rehmann positions itself as a people-first organization focused on delivering forward-thinking, industry-specific financial and advisory services.

📋 Description

• Lead client onboarding, implementation, and operational improvement engagements from discovery through transition • Assess client processes, identify opportunities, and develop solutions that improve efficiency, visibility, and scalability • Evaluate accounting and operational workflows and recommend improvements • Manage project plans, timelines, deliverables, stakeholder communication, and implementation activities • Facilitate discovery meetings, planning sessions, training workshops, and project updates • Help clients adopt new processes, technologies, and ways of working • Collaborate with internal professionals and external partners to deliver client outcomes • Develop implementation plans, workflow documentation, process maps, and training resources • Provide recommendations to improve operational effectiveness, support growth, and reduce inefficiencies • Identify opportunities to connect clients with additional Rehmann services and specialists • Contribute to implementation methodologies, best practices, and scalable service offerings • Stay informed about emerging technologies, process improvement strategies, and industry trends

🎯 Requirements

• 5+ years of experience in accounting, consulting, business operations, project management, implementation services, process improvement, or related fields • Understanding of accounting operations and business processes • Experience leading projects, initiatives, or client engagements involving multiple stakeholders • Strong organizational and planning skills with ability to manage competing priorities • Experience helping organizations navigate operational change and process improvement • Ability to lead projects from planning through successful completion • Experience evaluating workflows and identifying improvement opportunities • Strong analytical and problem-solving skills • Ability to manage change while maintaining positive stakeholder relationships • Experience developing documentation, procedures, training materials, or operational best practices • Strong technology aptitude and willingness to learn new systems, tools, and applications • Experience with business software, operational platforms, workflow solutions, or integrated technology environments • Ability to understand how technology supports business objectives and operational performance • Interest in automation, AI, process optimization, and continuous improvement initiatives • Exceptional communication and relationship-building skills • Strong presentation, facilitation, and consultation skills • Commitment to delivering outstanding client experiences • Curious, improvement-minded, self-motivated, adaptable, entrepreneurial, and solution-oriented • Strong sense of ownership and accountability • Demonstrated integrity, professionalism, and a client-first approach

🏖️ Benefits

• Exceptional support, encouragement, and guidance from colleagues and leadership • Benefits focused on physical and mental health • Paid time off for volunteering and diversity-related activities • Flexible work arrangements • Growth and development opportunities • Continuous learning and development opportunities • Meaningful opportunities to learn, lead, and make an impact