Onboarding Project Manager - Antioch

Only for registered members Antioch, United States

1 month ago

Default job background
Full time
+

Job Summary

We're looking for an Onboarding Project Manager to join our team at Kaizen CPAs + Advisors & Your Payroll Department (YPD). As an Onboarding Specialist, you'll excel in a fast-paced environment where continuous improvement is key. You'll set up new clients' QuickBooks Online files and work with Intuit to convert QBD files to QBO or transition existing files under our structure.

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Qualifications

You bring hands-on experience in bookkeeping and accounting including reconciliations journal entries and financial statement preparation Strong proficiency in QuickBooks Online; Certified QBO ProAdvisor or willingness to obtain certification promptly Solid understanding of core accounting concepts including Accounts Receivable A/R Accounts Payable A/P bank reconciliations payroll posting revenue recognition and depreciation Advanced working knowledge of Microsoft Excel and strong proficiency across Microsoft Office applications Excellent communication skills with a strong customer service mindset Proven ability to multitask stay organized manage multiple onboarding projects simultaneously Detail-oriented problem solver comfortable working independently collaborating effectively within a team environment Positive adaptable attitude committed to continuous learning improvement Bachelor's degree in Accounting Finance or related field required Certified QuickBooks Online ProAdvisor required willingness pursue advanced certification Prior experience fast-paced client-facing onboarding role preferred Previous sales consultative experience plus Technologically savvy quickly adapt evolving systems tools processes Strong proficiency Microsoft Office products Word Excel Teams Outlook+


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