Senior Accountant, Onboarding

2 hours, 2 minutes ago
Full-time
Junior
Finance and Accounting
Sur Global Services

Sur Global Services

Sur Global Services specializes in facilitating nearshoring solutions, enabling businesses to outsource operations to neighboring countries, thereby enhancing their workforce efficiency and supporting growth in the evolving landscape of remote work.

IT Services

Description

  • Lead the onboarding process for new clients, ensuring financial data, systems, and workflows are set up accurately and efficiently.
  • Serve as the primary point of contact for clients during onboarding and provide clear communication and timely updates.
  • Review existing financial records, processes, and integrations to identify improvements or potential issues.
  • Collaborate closely with internal team members to coordinate deliverables and align project goals.
  • Manage timelines and budgets for onboarding projects.
  • Work with multiple clients across a variety of industries while balancing competing priorities.
  • Maintain high-quality service throughout project-based client engagements.
  • Utilize accounting technology and cloud platforms within a complex, integrated system.

Requirements

  • Background in public accounting, preferably from a small or mid-sized CPA firm.
  • 1–3+ years of experience in accounting or client onboarding roles with direct client interaction.
  • Demonstrated ability to manage multiple clients and projects independently.
  • Strong communication, organization, and problem-solving skills.
  • Comfortable working in a fast-paced environment using modern accounting and workflow tools.
  • QuickBooks certification is preferred but not required.

Benefits

  • Salary of USD $3,000–$4,000 per month, depending on experience.
  • 2 weeks of PTO plus U.S. or local holidays.
  • Unlimited PTO after the first year.
  • Fully remote work environment.

Interested in this position?

Apply directly on the company website

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