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Client Accounting Solutions Principal

United States, Richardson · Job Posted March 19, 2026
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Job Description

The Client Accounting Solutions Principal is a senior, client‑facing leader responsible for designing, validating, and executing accounting solutions for HOA and Community Association clients onboarding to the TownSq Business Web Accounting platform. This role serves as the accounting authority during complex implementations—setting standards, guiding migrations and cutovers, and ensuring clients achieve reliable, repeatable, and audit‑ready accounting operations. As a Principal, this role acts as both a strategic advisor to clients and a center of excellence internally, shaping onboarding standards, mentoring team members, and influencing product direction through deep accounting expertise.

Job Responsibility

  • Lead in‑depth discovery of client accounting practices, including accounts receivable, accounts payable, general ledger, chart of accounts, funds and reserves, billing assessments, project accounting, close and reconciliation processes, and reporting requirements
  • Design future‑state accounting models aligned with GAAP, HOA fund accounting standards, and platform capabilities
  • Map capabilities and identify areas to improve the TownSq platform based on the best practices and process discovered
  • Serve as the escalation point for complex or non‑standard accounting scenarios
  • Help define data migration rules, validation criteria, reconciliation tie‑outs, and go‑live readiness checklists
  • Support client cutovers, ensuring accuracy, completeness, and minimal operational disruption
  • Support go‑lives and hypercare periods by triaging issues, stabilizing accounting processes, and guiding continuous improvement
  • Build and maintain reusable SOPs, checklists, templates, and training curricula for accounting onboarding and pre-onboarding discovery activitiesengagements
  • Partner with Learning & Development to scale best practices across the Client Solutions team
  • Drive adoption of standardized close, reconciliation, and reporting cycles
  • Provide subject‑matter expertise to Product and Engineering teams to validate accounting behaviors, workflows, and reporting outputs
  • Identify gaps and opportunities to improve platform functionality based on client implementation experience
  • Set accounting solution design standards for onboarding engagements
  • Mentor and review work from other consultants and solutions team members
  • Represent accounting expertise in internal forums and client‑facing discussions

Requirements

  • 10–15+ years of HOA or community association accounting experience, including fund accounting and reserve structures
  • Strong working knowledge of GAAP, audit readiness, and accounting controls in an HOA environment
  • Proven experience leading accounting onboarding, system migrations, or platform implementations
  • Demonstrated ability to lead complex, client‑facing engagements and influence senior stakeholders
  • Excellent written and verbal communication skills, with strong documentation discipline
  • CPA strongly preferred
  • Experience with SaaS accounting platforms or ERP‑like systems is a plus
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