Aprio

Accounting

SeniorOnboardingAssociate

$750–1200k ~AI est. Makati City, Metro Manila, Philippines Aprio Philippines Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Onboarding Associate at Aprio. Skills: Client onboarding, Accounting technology, QuickBooks Online, Xero. Lead client onboarding engagements. Support client onboarding engagements”

Industry & Context.

Accounting
Problems you'll solve

Troubleshooting; Issue resolution

Eligibility Requirements

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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