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 The pay rate range for this job position is $123,840 to $234,770. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. #J-18808-Ljbffr Baker Tilly