Client Onboarding Accounting Manager

**Managing a team** of Client Onboarding Specialists, providing mentorship and professional development
- **Onboarding new clients** and setting up the accounting software using best practices and automating tasks where possible
- **Cleaning up the new clients’ books** and seamlessly handing off to full-time bookkeeper and account manager
- **Oversee and continuously improve** operational processes (including client and internal processes)

**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
- Assess the performance of all direct reports
- 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.
- Guide clients and team members to adopt streamlined workflows and processes, ensuring alignment with organizational best practices.
- Ensure a smooth transition from the onboarding to the bookkeeper, and ensuring that all transition and information sharing documentation is completed
- Ensure that the Client-Firm Responsibility Matrix is established and expectations set with all stakeholders
- Check 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 redesign the chart of accounts
- Configure accounting software (e.g., QuickBooks, Dext, Wagepoint, RBC PayEdge) to support efficient workflows and ensure successful client adoption
- Create the training materials and train-in all 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
- Previous experience in a technology company or technology startup would be an asset

**Desired Attributes**:

- Excellent track record of people management
- Excellent written and oral communication skills
- Excellent organizational skills and attention to details
- Resourceful and tech savvy

**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

**Job Type**: Full-time

**Benefits**:

- Health Spending and Wellness Spending Account (HSA & WSA)
- Personal Days
- Sick Days

**Schedule**:Monday to Friday

**Education**:Bachelor's Degree (required), CPA or CA designatio