Onboarding Project Manager (New Client Onboarding Specialist)

Company Description

At Kaizen CPAs + Advisors & Your Payroll Department (YPD), we’re a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.

Our work is guided by four core values:

• Own It: Take pride in solving problems and delivering results. 💪🌟
• Be an Ideal Team Player: Collaboration and support are key to our success. 🤝🙌
• Make a Positive Impact: We’re committed to making a difference for our clients, team, and community. 🌍💖
• Embrace a Growth Mindset: Constant learning and evolving helps us grow—together. 📚🚀

At Kaizen and YPD, we prioritize the growth and well-being of our people. You’ll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development!

Job Description

“Being a Project Manager is like being an artist, you have the different colored process streams combining into a work of art” ~ Greg Cimmarrusti

Our Accounting Project Manager (Onboarding Specialist) excels in a fast-paced environment in which there is continuous improvement. The APM understands the Kaizen accounting process, sets up new client’s QuickBooks Online file, works with Intuit to convert a QBD file to QBO or transitions an existing file under our structure. A successful APM trains the client under the Kaizen processes within QBO to ensure we deliver accurate financial statements quickly to clients. To do this, the APM must understand the client’s business environment and translate those activities into accounting by developing a client road map and Master Journal Entry Guide. The APM is expected to function independently of significant management oversight on a variety of projects.  In this role, the APM must understand accounting concepts, including proper revenue recognition (tax basis), bank reconciliation, payroll accounting, basic accruals, depreciation (tax), A/R & A/P concepts and be able to use a variety of accounting software products. Responsibilities include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed.

Qualifications

What You Bring 

Technical Skills 

• Hands-on experience in bookkeeping and accounting, including reconciliations, journal entries, and financial statement preparation
• Strong proficiency in QuickBooks Online; Certified QBO ProAdvisor or willingness to obtain certification promptly
• Solid understanding of core accounting concepts, including Accounts Receivable (A/R), Accounts Payable (A/P), bank reconciliations, payroll posting, revenue recognition, and depreciation
• Advanced working knowledge of Microsoft Excel and strong proficiency across Microsoft Office applications

Professional Strengths 

• Excellent communication skills with a strong customer service mindset
• Proven ability to multitask, stay organized, and manage multiple onboarding projects simultaneously
• Detail-oriented problem solver with the ability to think critically and apply sound judgment
• Comfortable working independently while collaborating effectively within a team environment
• Positive, adaptable attitude with a commitment to continuous learning and improvement

Education & Experience 

• Bachelor’s degree in Accounting, Finance, or a related field required
• Certified QuickBooks Online ProAdvisor required; willingness to pursue advanced certification
• Prior experience in a fast-paced, client-facing or onboarding role preferred
• Previous sales or consultative experience a plus
• Technologically savvy with the ability to quickly adapt to evolving systems, tools, and processes
• Strong proficiency in Microsoft Office products, including Word, Excel, Teams, and Outlook

Additional Information

Here’s a peek at what’s ahead as we get to know each other:

✨ Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.

📄 Apply: Submit your resume for review.

📞 Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.