Aprio
CPA and advisory
Manager,ClientAccountingServicesOnboarding
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“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.
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
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