Onboarding Manager, Client Accounting Services

Onboarding Manager

As part of Baker Tilly's Managed Services offering, the Accounting & Finance Services (AFS) Transitions team helps new clients stabilize financial operations, implement cloud accounting systems, and design scalable processes. We focus on project-based work that sets clients up for long-term success before they transition to recurring service teams.

We're seeking a tech-savvy Onboarding Manager to lead client onboarding and accounting system implementations. This role combines accounting expertise, project leadership, and technology to help clients modernize their financial operations and ensure a smooth transition to ongoing support.

Ideal for accounting professionals who enjoy leading projects, working directly with clients, and leveraging technology to improve financial operations.

What You'll Do

• Lead client onboarding from kickoff through transition to recurring teams
• Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
• Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
• Integrate third-party tools (bill pay, payroll, expense management)
• Identify risks, resolve issues, and drive process improvements
• Provide initial accounting support, including reconciliations and financial statements
• Review financials and ensure GAAP-compliant, accurate reporting

What You Bring

• Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
• 8+ years of accounting or finance experience, including 5+ years in consulting leading accounting system implementations, migrations, and process/technology assessments
• Deep GAAP knowledge and experience preparing or reviewing financial statements
• Experience with cloud accounting and ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks Online)
• Ability to train, influence, and collaborate with stakeholders at all levels (staff to C-suite) while delivering high-quality results under deadlines