Onboarding Senior Accountant

Overview

This full-time, fully remote position is open to candidates based in the United States. Due to business and regulatory requirements, applications from residents of California are currently unable to be considered.

The Onboarding Senior Accountant will support new client onboarding and perform a significant amount of accounting “clean up” under tight deadlines. The role focuses on financial accuracy, compliance, meeting multiple client deadlines, and collaborating with a virtual team to support efficient operations.

Responsibilities

• Assist with onboarding new clients and ensure financial transactions are properly recorded
• Provide comprehensive accounting services, including:
  • Accounts receivable
  • Accounts payable
  • General ledger management
• Prepare month-end close workbooks for multiple clients, including balance sheet reconciliations and issuance of monthly financial statements
• Track and report restricted funds to prepare a net asset roll forward
• Assist with grant management and reporting
• Support audit management, including single audits:
  • Prepare schedules
  • Support during audit
  • Coordinate final schedules
• Assist with 990 preparation and other local, state, and federal filings
• Provide specialized reporting to support client decision-making
• Organize and maintain client files, including prior year audit and tax records
• Work under the guidance of the controller to assist with analysis, cash flow, and budget preparation

Requirements

• Bachelor’s Degree in Accounting
• Minimum of five (5) years of general accounting experience
• Extensive knowledge of generally accepted accounting principles (GAAP)
• Extensive experience with data management, record keeping, and web-based applications
• Advanced knowledge of Microsoft Office and Excel; QuickBooks Online and NetSuite preferred
• Excellent organizational, problem-solving, project management, and communication skills
• Experience in audit preparation
• Ability to function well in a team-oriented virtual environment
• Desire and ability to become proficient with SAGE Intacct and other third-party applications
• Ability to work from home professionally and independently
• Nonprofit accounting experience preferred
• Multiple client or multiple entity experience preferred

Preferred Qualifications

• CPA licensure
• Nonprofit accounting experience
• Multiple client or multiple entity experience
• QuickBooks Online and NetSuite experience

Compensation & Benefits

Salary range: $75,000 - $90,000 per year, depending on qualifications and experience.

Benefits package includes:

• 100% remote work environment
• Flexible work schedule
• Medical, Dental, Vision
• Life, STD & LTD
• HSA/FSA
• 401(k) with company match and 100% vesting schedule after 1st year
• 15 days PTO
• 10 Holidays, including 1 Flex Day
• 100% reimbursement of CPA licensing fees
• 50% reimbursement of an AICPA membership
• Annual company paid retreat
• Employee Reward & Recognition Program
• Supplemental Health insurance policies
• Legal plan
• Pet Assure

The role also offers partial flexibility with work hours, allowing team members to adjust schedules within specified parameters while maintaining core business hours for collaboration and meetings.

Location

Fully remote. Candidates must be based in the United States. Residents of California cannot be considered.