Senior Accountant - Client Onboarding and Setups

Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Setups team is the front door for new clients. We build clean, tax-ready books for new engagements and take messy ones through cleanup and catch-up work, then hand them off to our monthly team, our tax team, or back to the client.

You will own 30+ active client engagements at a time, each running 5 to 6 weeks, and lead a team of offshore accountants who handle day-to-day preparation. This role is built for a public accounting senior who is client-facing, project-driven, and comfortable keeping many engagements moving at once.

Areas of Responsibility

• Run the kickoff call after the engagement is sold, set expectations, and own the timeline through close-out

• Set up and clean up QuickBooks Online files, including chart of accounts, entity structure, and catch-up work, so books flow cleanly into tax reporting

• Supervise and review offshore team members by setting deadlines, managing capacity, and giving clear direction and feedback

• Manage client communication throughout the engagement, including status updates, follow-ups for missing information, and a delivery call to walk through the final books and train clients who will maintain their own

• Prioritize 30+ engagements at once and escalate early when something is at risk

• Prepare handoffs with full context so the monthly or tax team can pick up the file and the client does not feel the change

• Keep engagement notes and documentation current, and adhere to firm and AICPA ethics, including confidentiality

Required Education and Experience

• Bachelor's degree in accounting

• 3+ years of public accounting experience in a client-facing role

• Experience supervising or reviewing the work of other accountants

• Strong QuickBooks Online experience (QBO certification preferred)

• Solid technical accounting knowledge and an understanding of how entity structures (LLCs, partnerships, S corps) affect tax reporting

• Proven ability to manage multiple client engagements and deadlines at once

• Real estate or property management accounting experience preferred.

Measures for Success

• Client NPS averaging 9/10 or greater

• On-time delivery of engagements

• Accurate work, with less than 5% unsatisfactory in internal quality reviews

• Smooth handoffs to the monthly and tax teams

Expectations for Remote Work

• Quiet, professional background and business casual attire for client calls, with video always on

• Laptop provided, plus a $500 annual tech reimbursement

You're a Good Fit For Our Culture If

• You're friendly, have a sense of humor, and enjoy helping and teaching others

• You take ownership of your work, clients, and team and drive engagements to the finish line

• You thrive in a fast-paced environment with strong time management

• You love working with clients and delivering results

About Hall CPA
We are on a mission to change the accounting industry by building the premier people-first firm. We use the best technology and automation available and offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching.