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Open nowPosted 2 days ago

Senior Accountant - Client Onboarding and Setups

Hall CPA PLLC5 open roles

Pay
$73,000 – $90,000 a year
Where
United States
Work mode
Remote
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Your applicationOpen nowSenior Accountant - Client Onboarding and SetupsHall CPA PLLC · United States

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  5. 34.0%30 days
This job: posted 2 days ago

The posting

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.

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