Onboarding Manager, Client Accounting Services
$123.84k - $234.77kDormont Manufacturing Co
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: About the Accounting & Finance Services (AFS) Transitions Team 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. Who This is For 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 Dormont Manufacturing Co
$146.7k - $380.8k
Ernst & Young Advisory Services Sdn Bhd in the United States is looking for a Senior Manager for their Financial Accounting Advisory Services (FAAS) team. This role is pivotal in ensuring exceptional client service in addressing complex finance and controllership issues...Suggested- ...to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have...SuggestedTemporary workPrivate practiceWork at officeLocal area
- ...a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...one of the largest and fastest growing accounting and advisory firms in the industry... ...~ You will have the flexibility to manage your days in support of our commitment...SuggestedTemporary workPrivate practiceWork at officeLocal area
$112k - $150k
Job Description Private Client Services at BDO is a boutique practice within our firm. Offering... ...insurance planning. Job Summary A Tax Manager, Private Client Services is responsible... ...Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred...SuggestedPrivate practiceWork at office$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and... ...The ideal candidate will have a Bachelor’s degree in Accounting or similar, with six or more years of experience in the...Suggested$98.5k - $160k
...industries,mente" per target. Aprio ensures clients are prepared for wherever life or... ...fast-growing firm looking for a Tax Manager - Private Client Services to join their dynamic team.... ...Qualifications Bachelor's degree in Accounting Master’s degree in Taxation preferred...Full timeWork at officeLocal areaRemote workFlexible hours- EisnerAmper is looking for an experienced Tax Senior Manager to join their Private Client Services team in San Francisco. The position involves overseeing tax planning and compliance for ultra-high-net-worth individuals and leading a team in a hybrid working environment...
$98.5k - $160k
...nationally ranked CPA and advisory firm is looking for a Tax Manager in Private Client Services. You will manage a team of tax professionals, develop... .... The ideal candidate will have a Bachelor's degree in Accounting, over 6 years of experience in federal tax consulting,...Remote jobFlexible hours$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...Work at office$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. Offering... .... Job Summary An experienced Tax Manager, Private Client Services is responsible... ...Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred...Private practiceWork at office$95.5k - $195.4k
Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and... ...engagement letters, delivery of services, and billing of account. Proactively identify and pursue opportunities to expand...Work at officeLocal area$91.96k - $189.34k
...Spend (ROAS). Join the tvScientific team as a Senior Account Manager, where you'll lead strategic client relationships, drive revenue growth, and ensure... ...‑focused, with a passion for delivering exceptional service and value to clients. AI‑first, data‑driven workflow...Work at officeLocal areaRelocationRelocation package$123.84k - $234.77k
Baker Tilly is looking for a tech-savvy Onboarding Manager in San Francisco to lead client onboarding and financial system implementations. The role requires strong accounting expertise combined with project leadership to ensure smooth transitions to continuous support....- ...solutions to help our clients communicate and conduct... ...with a quality management system certified to both... ...and business support services, including translation... ...disability, flexible spending account options, and a pro‑... ...Perform workflow design and onboarding for localization...Temporary workWork at officeWorldwideFlexible hours
- ...seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number... ...of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to...Work experience placementPrivate practiceLocal area
$146.7k - $335.1k
...Role Overview The Transition/Onboarding Lead will play a critical role... ..., and stabilization of clients onto EY’s IFMS operating model... ...of contact during transition, managing communications, risks, issues... ...smooth onboarding of client services into steady‑state operations....- Crowe is seeking a Manager in our national Tax Accounting Services practice to assist clients with tax provision, planning, and consulting. The ideal candidate will have a Bachelor's degree in Accounting, an active CPA license, and at least five years of experience in...Remote work
$110k - $130k
...family tax returns for high net worth clients. Ensure accuracy and compliance... ...departments to ensure seamless service delivery. Provide support to tax managers and directors as needed. Foster... .... Previous experience in public accounting or a similar tax-related role is...$102.3k - $150k
A leading tax services firm in San Francisco is seeking a Core Tax Services (CTS) Manager to oversee tax compliance and strategies for clients. This role requires significant experience managing ASC740 computations and leading teams. You will work closely with clients...- A leading tax advisory firm in San Francisco is seeking an Experienced Manager for Core Tax Services. This role focuses on advising clients regarding tax implications, ensuring compliance and tax efficiency, and managing client relationships. Candidates should have 6+...
- ...plans, and ultra-high net worth private clients implement and manage custom investment portfolios that... ...Associates delivers a range of services, including outsourced CIO, non-discretionary... ...segments. • Lead the proposal and onboarding process for new clients, ensuring a...Work at officeLocal areaWorldwide
- Dormont Manufacturing Co is seeking a Manager for the Accounting Advisory team. The role involves leading project teams and working closely with senior management and clients on complex accounting issues. Candidates should have an undergraduate degree in Accounting and...Remote job
$31 - $40 per hour
Onsite Manager (Staffing, Client Site Based) Reference Number: 383265 Published Date: 06/13/2026 Job... ...responsible for consultant care and service delivery at our client site. After... ...site. Welcome new consultants during onboarding and orientation; ensure time entry compliance...Full timeTemporary workRemote workMonday to FridayFlexible hoursShift workDay shift- Newfront is seeking an Account Manager to oversee property and casualty client relationships. This full-time position allows for remote or hybrid work, ensuring... ...insurance programs, and ensure high-quality client service. Ideal applicants will have a strong background in...Remote jobFull time
- Requirements 5+ years of product management experience building consumer-... ...with a focus on activation, onboarding, or growth Demonstrated... ...infrastructure products, or platform services Experience with consumer‑... ...a Senior Product Manager for Client Marketplace at Grow, you’ll...
$80k - $100k
...largest California-based accounting firms, our flexible work... .... Our teams and our clients drive us to provide quality services and ignite unique insights... ...communication, workflow management, and team support. Requirements... ...Director level Support onboarding of new clients and...Summer workLocal areaRemote workFlexible hours$126.1k - $218.9k
A leading international consulting firm seeks a Property Tax Manager to lead tax optimization initiatives and manage client engagements. Qualified candidates should possess a Bachelor's degree and at least 5 years of relevant experience in property tax consulting. The...Flexible hours- Baker Tilly is looking for a Tax Manager in San Francisco to deliver tax and business advisory services to real estate clients. You will work closely with leadership and mentor staff, offering unique insights and solutions that directly impact clients’ success. The ideal...
$90k - $110k
...resource and first point of contact for clients, which includes research/analysis and handling... ...of client questions regarding risk management, coverage/eligibility, contractual... ...through training and growth opportunities. Service Establishes and maintains primary, on-going...Hourly payWork at office2 days per week$200k - $300k
...Relationship Manager U.S Bank's Institutional Client Group (ICG) cultivates clients' trust through customized service and access to the bank's resources and expertise. This One... ...including dedication to customers, quality, accountability, loan and deposit growth, and fee...Temporary work3 days per week
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