Staff Accountant - Client Onboarding

Overview

This organization is seeking a Staff Accountant – Client Onboarding for a fully remote opportunity.

The role supports new client implementations by cleaning up and standardizing accounting files, reconciling accounts, preparing adjusting journal entries, and preparing financial statements that establish an accurate foundation for ongoing client relationships.

Compensation: $28–30 per hour plus 100% employer-paid benefits

Closing date: Sep 8, 2026

Responsibilities

• Clean up and standardize new clients' QuickBooks Online files
• Reconcile bank accounts, credit cards, loans, and other balance sheet accounts
• Review historical transactions and resolve accounting inconsistencies
• Prepare adjusting journal entries for accruals, payroll, depreciation, reclassifications, and other necessary corrections
• Prepare accurate financial statements that establish a reliable accounting foundation
• Assist with software implementations, including payroll systems, POS integrations, and other third-party applications
• Maintain complete, organized workpapers throughout each implementation
• Communicate directly with clients to request information, answer questions, and keep projects moving forward
• Partner with the Implementation Manager and internal accounting team to ensure smooth client transitions
• Complete implementation projects within established timelines
• Recommend workflow improvements that enhance both client experience and internal efficiency

Requirements

• Experience in bookkeeping or accounting, preferably within public accounting, CAS, or an outsourced accounting environment
• Strong QuickBooks Online experience
• QuickBooks Online ProAdvisor certification is preferred or the willingness and ability to earn it quickly
• Solid understanding of:
  • Reconciliations
  • Journal entries
  • Financial statements
  • Payroll
  • Accrual accounting
  • Month-end accounting processes
• Strong organizational skills and ability to manage multiple implementation projects simultaneously
• Excellent written and verbal communication skills
• Comfortable working independently while collaborating with teammates
• Curious, adaptable, and motivated to learn new technologies and accounting systems
• Associate's or Bachelor's degree in Accounting or a related field is preferred; applicable experience in a related capacity can suffice in exchange for a formal degree

Preferred Qualifications

• Experience with implementations involving payroll systems, POS integrations, and third-party applications

Compensation & Benefits

• $28–30 per hour
• Fully remote work environment
• 100% employer-paid benefits
• Professional development and certification opportunities
• Exposure to a wide variety of industries, businesses, and technologies

Location

• San Antonio, Texas (role is fully remote)