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Accounting Manager, Client Onboarding

2 weeks ago

Toronto, Canada Targeted Accounting Full time

1. **Managing a team** of Client Onboarding Specialists, providing mentorship and professional development 2. **Onboarding new clients** and setting up the accounting software using best practices and automating tasks where possible 3. **Cleaning up the new clients’ books** and seamlessly handing off to full-time bookkeeper and account manager 4. **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 disciplined self-starter with an aptitude for accounting, reporting and technology. Keep in mind as an accounting professional, you own your own work. **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. - 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. - Proactively guide clients and team members to adopt streamlined workflows and processes, ensuring alignment with organizational best practices. - Ensuring a smooth transition from the onboarding to the bookkeeper - Checking 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 revamp chart of accounts - Configure accounting software (e.g., QuickBooks, Dext, Wagepoint, RBC PayEdge) to support efficient workflows and ensure successful client adoption - Assist in the creation of training materials and training 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 - 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 - Excellent track record of people management - Excellent written and oral communication skills - Excellent organizational skills and attention to details - Resourceful and tech savvy - Previous experience in a technology company or technology startup would be an asset **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