Onboarding Accountant (Philippines) Position Available In Middlesex, Massachusetts

Onboarding Accountant Job DescriptionWe’re currently seeking a skilled Onboarding Accountant to join our growing team at KeepingCount!

This position is vital for ensuring a smooth client journey while maintaining accurate financial records and managing project timelines. The ideal candidate is passionate about delivering high-quality accounting services, comfortable leading in a fast-paced environment, and is highly organized, detail-oriented, and proficient in accounting principles and software systems.

If you’re hard-working and dedicated to building your career, KeepingCount is a perfect match that offers you a career with both purpose and opportunity.

Responsibilities:

Review new clients financial records and identify items that need clean-upIdentify opportunities for the implementation of apps and automationGather and interpret information to evaluate the efficiency of financial proceduresPerform setup and integration of accounting software for new clients, including gathering requirements and configuring systems for QuickBooks Online and Sage IntacctPerform setup and integration of other ancillary reporting systems such as Bill.com, Expensify, VRPlatform, etc. Quickly learn and adapt to new software platforms as we establish partnerships with tools such as Track, Top Key, Ramp, RHO, Guesty Accounting, and othersProvide detailed account walkthroughs and assist multiple new clients with implementationClearly communicate account setup requirements and expectations with clients and key stakeholdersDive deep into current client processes to gain in-depth understanding of transaction flows. Provide suggestions for aligning current processes with industry standards and best practicesListen carefully to information provided by customers and ask clarifying questions to ensure proper use of KeepingCount toolsProvide technical support during onboarding, troubleshooting software issues, and coordinating with support teams Ensure customers receive superior serviceReview draft owner statements for the first months close for new clients to confirm it aligns with client expectations Present client details, processes, etc., to the internal team clearly and efficientlyCreate specialty reporting for clientsComplete clean-up, catch-up, and project accounting for new and existing clientsAssist in building and documenting internal processes and best practices for project work and clean-up

Work Experience:

5+ years in public accounting (must be able to receive raw data and be able to prepare month-end closeout)Proven track record in senior financial roles, ideally as a Senior Accountant or in a similar capacityCandidates should have experience:

Managing multiple priorities and deadlinesHandling multiple open projects and clients simultaneously

Required Skills/Abilities:

Strong financial and accounting expertise, with the ability to analyze complex financial dataStrong organizational and multitasking skills, with the ability to manage multiple tasks and projects while maintaining quality and accuracyExcellent communication skills to convey financial information and insights to executive leadership and team membersEnergized professional with a positive, team-oriented mindsetStrong problem-solving skills from an accounting standpointUnderstanding the clients needs and current challenges and translating that into long-term bookkeeping/accounting solutionsMust have a high drive for accountability and follow-throughStrong interpersonal skills outside of the organization communicating with the client is a large part of this roleExcellent phone and email etiquette

Technical Competencies:

Knowledge of QuickBooks Online and Sage Intacct as well as supporting systems (e.g., Microsoft Excel, Bill.com, Track, Ramp, RHO, and other relevant software)Experience in handling large data imports into QuickBooks Online accountsFamiliarity with setting up payroll platforms outside of QuickBooks Online, such as (Gusto, ADP, etc.)Familiarity with accounting-based work management systems a plus (Karbon, Asana, Slack, etc)Experience in setting up the mappings/integration between accounting software and 3rd party applications

Competitive Salary:

DOE Benefits:

Medical, Dental & Vision insuranceGenerous PTO & Holiday payCompany provided LaptopMany internal growth opportunitiesRemote role with flexible work schedule

About Us:

The KeepingCount group of companies provides accounting, bookkeeping, tax advisory, and CFO services to businesses in a variety of industry verticals such as real estate, life sciences, e-commerce, and more. We understand the uniqueness of these industries and work with our clients to help create the perfect scope to meet your needs. KeepingCount takes care of all financial and regulatory details so that you, the industry professional, can stay focused on your goals.

Why Join Our Team?

We know that you have many employment opportunities, however, few can match the unique and rewarding career that KeepingCount offers. We are committed to providing you the following:

Clear Career Development & Opportunity We love to promote from within.

Culture, Comradery, & Community We believe that work can and should be fun.

Mission-Driven Values, Meaningful Work We truly believe in our core values Conscientious, Gracious, and Discipline they are what guide us as a company.

Work/Life Harmony We are proud to offer flexible work schedules and a work from home opportunity.

Global Team Experience We work closely with our international team members who all share our same passion for serving our clients in bookkeeping, accounting, and tax services. recblid th0k06zcwf4cyk7vr5p61vr4c3mrgs