Aprio

CPA and advisory

Manager,ClientAccountingServicesOnboarding

$100–160k Rockville, Maryland, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Manager, Client Accounting Services Onboarding at Aprio. Skills: Client onboarding, Accounting systems implementation, Project management. Lead new client engagement from kickoff. Transition clients to recurring CAS team”

What You'll Achieve.

Deliver best-in-class transition experience; Ensure client confidence and support; Increase onboarding efficiency; Increase client satisfaction

Industry & Context.

CPA and advisory
Problems you'll solve

Resolve issues

What They're Looking For.

Must Have

Bachelor's degree in Accounting, Finance, or related field, 5–8 years of accounting or finance experience, client-facing or multi-client environment experience, Demonstrated experience leading accounting system implementations or client migrations, working knowledge of GAAP, ability to prepare or review financial statements, Proficiency in QuickBooks Online (QBO), Proficiency in Sage NetSuite, Proficiency in Xero

Nice to Have

CPA license or active candidate, Public accounting or professional services firm background, Experience in a managed services or outsourced accounting model, Familiarity with workflow and practice management tools, Experience with third-party integrations

What You'll Do.

Lead new client engagement from kickoff

Transition clients to recurring CAS team

Serve as single point of contact for onboarding

Build and manage project plans

Identify risks and resolve issues

Review client financials for cleanup needs

Assess out-of-scope work

Escalate findings to leadership

Conduct structured kickoff meetings

Gather financial and operational information

Implement and optimize cloud accounting platforms

Configure and integrate third-party tools

Design scalable chart of accounts

Design reporting structures

Design month-end close processes

Train clients on new systems

Train internal team members on new systems

Provide initial accounting support

Perform reconciliations

Prepare financial statements

Review financials for GAAP compliance

Ensure accurate reporting

Establish month-end close checklists

Establish standard operating procedures

Partner with CAS managers

Partner with practice leaders

Ensure seamless transitions

Document client-specific procedures

Document system configurations

Identify process improvements

Champion process improvements

Provide feedback to sales teams

Provide feedback to proposals teams

How You'll Work.

Team & Collaboration

CAS managers; Practice leaders; IT; Sales teams; Proposals teams; Internal teams

Communication Scope

Presenting to C-suite

Process & Methodology

Project management, Manage timelines, Manage budget

Full Job Description

## Description Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team. The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle — setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one. This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations. ## Position Responsibilities Client Onboarding & Project Leadership Lead each new client engagement from kickoff call through transition to the recurring CAS team Serve as the single point of contact for all onboarding-related questions, issues, and communications Build and manage project plans with clear scope, milestones, timelines, and budget parameters Proactively identify risks and resolve issues before they impact the client experience Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership. Conduct structured kickoff meetings to gather the financial and operational informat

Free ATS check

Applying for this Manager, Client Accounting Services Onboarding role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Lever

  • Lever uses a streamlined one-page form — apply in under 5 minutes.
  • LinkedIn import works well; review parsed data before submitting.
  • The cover letter field is optional but visible to reviewers — use it to differentiate.
  • Referral codes from employees can significantly boost visibility of your application.

ANONYMOUS · UNFILTERED

What do employees actually say about Aprio?

Real rants from real employees. Read before you apply.

Read Company Rants →