Accounting Services Client Onboarding Manager
Calvetti Ferguson9 days ago
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OnsiteFull-timeSenior
Summary
Calvetti Ferguson is seeking an Accounting Services Client Onboarding Manager to join their team in Greater Houston. The role involves overseeing the onboarding process for new clients, including financial reviews and system conversions.
About the Role
As the Accounting Services Client Onboarding Manager, you will be responsible for the successful integration of new clients into the Accounting Services line. This includes reviewing financials, managing accounting clean-up and adjustments, setting up documentation and processes, and coordinating closely with clients. You will also handle system conversions and process implementations, requiring strong project management skills to schedule resources and monitor project plans.
About You
Required:
- Bachelor’s or Master’s degree in Accounting
- CPA license or plans to obtain
- 6-8 years total experience in accounting, with experience in a professional services role
- Complete understanding of the full accounting cycle
- Complete knowledge of financial statements
- Experience using QuickBooks, Excel, and Word
Benefits
- Collaborative and supportive work environment
- Opportunities for career growth and expertise expansion
Calvetti Ferguson
Calvetti Ferguson is an accounting and advisory firm headquartered in Houston, Texas, consistently recognized by Forbes, Accounting Today, and business journals as a leading firm nationwide. The quality of our services and collaborative work environment go hand in hand as we add value to our clients through our growth-oriented culture. We’re a team that leans on one another to create lasting success for our clients and, in the process, build each other up. Whether you're looking for the next step in your career or a new advisor, Calvetti Ferguson can help.
Greater Houston