Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team.
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle — setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.
This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.
Position Responsibilities:
Client Onboarding & Project Leadership
Lead each new client engagement from kickoff call through transition to the recurring CAS team
Serve as the single point of contact for all onboarding-related questions, issues, and communications
Build and manage project plans with clear scope, milestones, timelines, and budget parameters
Proactively identify risks and resolve issues before they impact the client experience
Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
Accounting Systems & Technology Implementation
Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client’s specific needs
Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).
Design scalable chart of accounts, reporting structures, and month-end close processes
Train clients and internal team members on new systems and workflows
Accounting & Financial Reporting
Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
Establish month-end close checklists and standard operating procedures for the ongoing service team
Internal Collaboration & Process Improvement
Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
Document client-specific procedures and system configurations for the ongoing team
Identify and champion process improvements that increase onboarding efficiency and client satisfaction
Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
5–8 years of accounting or finance experience, including time in a client-facing or multi-client environment
Demonstrated experience leading accounting system implementations or client migrations
Strong working knowledge of GAAP and ability to prepare or review financial statements
Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
Outstanding communication and relationship management skills — comfortable presenting to C-suite stakeholders
Preferred Qualifications:
CPA license or active candidate
Public accounting or professional services firm background
Experience in a managed services or outsourced accounting model
Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom
Core Competencies:
Client Focus — Delivers an exceptional first impression that sets the tone for the long-term client relationship
Project Ownership — Takes end-to-end accountability for onboarding outcomes without needing close oversight
Tech Savviness — Quickly learns new platforms and connects the right tools to the client’s business model
Organized & Detail-Oriented — Tracks dozens of moving parts across simultaneous engagements with precision
Collaborative — Works effectively across internal teams, escalating appropriately and sharing knowledge freely
Adaptable — Comfortable in a fast-growing, evolving practice where processes are still being built