Aprio
Accounting
SeniorOnboardingAssociate
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Onboarding Associate at Aprio. Skills: Client onboarding, Accounting technology, QuickBooks Online, Xero. Lead client onboarding engagements. Support client onboarding engagements”
Industry & Context.
Troubleshooting; Issue resolution
Work Night Shift
What They're Looking For.
Must Have
Bachelor’s degree in Accounting, Minimum of 3 years of experience, working knowledge of QuickBooks Online (QBO) and Xero
Nice to Have
CPA license is a plus
What You'll Do.
Lead client onboarding engagements
Support client onboarding engagements
Design accounting technology stacks
Implement accounting technology stacks
Optimize accounting technology stacks
Provide accounting support
Serve as subject matter expert
Perform historical accounting clean-up
Manage data conversions
Execute file migrations
Prepare financial statements
Deliver financial statements
Reconcile tax returns
Post necessary adjustments
Execute catch-up accounting work
Set up accounting processes
Document accounting processes
Create onboarding deliverables
Maintain onboarding deliverables
Implement third-party tools
Customize third-party tools
Collaborate with cross-functional teams
Provide onboarding support
Provide advisory support
Communicate directly with clients
Request information from clients
Clarify client questions
Provide client status updates
Manage client expectations
Provide progress updates
Escalate risks or issues
How You'll Work.
Team & Collaboration
Cross-functional teams
Communication Scope
Client communication; Progress updates
Full Job Description
## Description Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 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. ## Position Responsibilities Lead and support client onboarding engagements, including the design, implementation, and optimization of accounting technology stacks tailored to client needs. Provide hands-on accounting support for clients across multiple industries within professional services, ensuring accuracy, efficiency, and alignment with client operations. Serve as a subject matter expert in QuickBooks Online (QBO) and Xero, including system setup, customization, and troubleshooting. Perform comprehensive historical accounting clean-up, including diagnostics, reconciliations, and issue resolution to establish a strong and accurate accounting foundation. Manage and execute data conversions and file migrations, ensuring timely and budget-compliant delivery. Prepare and deliver accurate monthly financial statements on a timely basis. Reconcile tax returns to balance sheets and post necessary adjustments to ensure reliable opening balances for ongoing accounting work. Execute catch-up accounting work including, but not limited to: Bank and credit card coding and reconciliations Accounts Payable and Accounts Receivable cleanup Payroll reconciliations, including historical payroll journal entries Investment account setup and reconciliation Clearing account setup and cleanup Set up and document ongoing accounting processes, including depreciation schedules, amortization schedules, and accrual/deferral schedules within workflow tools (ex. Karbon or Wr
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