CrawlJobs Logo

Onboarding Senior Accountant

United States, Dallas Employment contract 75000.00 - 88000.00 USD / Year · Job Posted May 04, 2026
Apply Position
Job Link Share

Job Description

The Onboarding Senior Accountant will be primarily responsible for onboarding new clients and performing a significant amount of accounting “clean up” under tight deadlines. This role emphasizes financial accuracy, compliance, meeting multiple client deadlines and teamwork for efficient operations. Chazin takes pride in its commitment to excellence, which is reflected in proactive client communication and exceptional customer service.

Job Responsibility

  • Assist in onboarding new clients ensuring that their financial transactions have been properly recorded
  • Comprehensive accounting services, including accounts receivable, accounts payable and general ledger management
  • Prepare month end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements
  • Tracking and reporting of restricted funds in order to prepare a net asset roll forward
  • Assistance with grant management and reporting
  • Audit management (including single audits): preparation of schedules, support during audit, coordination of all final schedules
  • Assistance with 990 preparation and other local, state, and federal filings
  • Specialized reporting to support client decision-making
  • Organization and maintenance of client files including prior year audit and tax records
  • Work under the guidance of the controller, to assist with analysis, cash flow and budget preparation

Requirements

  • A Bachelor's Degree in Accounting
  • A minimum of five years general accounting experience
  • Multiple client or multiple entity experience preferred
  • CPA licensure preferred
  • Extensive knowledge of generally accepted accounting principles (GAAP)
  • Extensive experience with data management, record keeping and web-based applications
  • Advanced knowledge of Microsoft Office, Excel, QuickBooks Online and NetSuite preferred
  • Excellent organizational, problem-solving, project management, and communication skills
  • Experience in audit preparation
  • Ability to function well in a team-oriented virtual environment
  • The desire and ability to become proficient with SAGE Intacct and other third-party applications
  • The ability to work from home professionally and independently
  • Nonprofit accounting experience preferred

Nice to have

  • Multiple client or multiple entity experience preferred
  • CPA licensure preferred
  • Advanced knowledge of Microsoft Office, Excel, QuickBooks Online and NetSuite preferred
  • Nonprofit accounting experience preferred

What we offer

  • 100% remote work environment
  • flexible work schedule
  • attractive benefits program
  • competitive compensation
  • work life balance
  • people-focused culture
  • 100% reimbursement of CPA licensing fees
  • 50% reimbursement of an AICPA membership
  • Flexible Schedules
  • Annual company paid retreat
  • Medical, Dental, Vision
  • Life, STD & LTD
  • HSA/FSA
  • 401(k) with company match & 100% vesting schedule after 1st year
  • 15 days PTO
  • 10 Holidays, including 1 Flex Day
  • Employee Reward & Recognition Program
  • Supplemental Health insurance policies
  • Legal plan
  • Pet Assure

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Onboarding Senior Accountant

8 matching positions

Onboarding Senior Accountant

The Onboarding Senior Accountant will be primarily responsible for onboarding ne...
Location
Location
United States
Salary
Salary:
75000.00 - 90000.00 USD / Year
chazinandcompany.com Logo
Chazin
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A Bachelor’s Degree in Accounting
  • A minimum of five years general accounting experience
  • Multiple client or multiple entity experience preferred
  • CPA licensure preferred
  • Extensive knowledge of generally accepted accounting principles (GAAP)
  • Extensive experience with data management, record keeping and web-based applications
  • Advanced knowledge of Microsoft Office, Excel, QuickBooks Online and NetSuite preferred
  • Excellent organizational, problem-solving, project management, and communication skills
  • Experience in audit preparation
  • Ability to function well in a team-oriented virtual environment
Job Responsibility
Job Responsibility
  • Assist in onboarding new clients ensuring that their financial transactions have been properly recorded
  • Comprehensive accounting services, including accounts receivable, accounts payable and general ledger management
  • Prepare month end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements
  • Tracking and reporting of restricted funds in order to prepare a net asset roll forward
  • Assistance with grant management and reporting
  • Audit management (including single audits): preparation of schedules, support during audit, coordination of all final schedules
  • Assistance with 990 preparation and other local, state, and federal filings
  • Specialized reporting to support client decision-making
  • Organization and maintenance of client files including prior year audit and tax records
  • Work under the guidance of the controller, to assist with analysis, cash flow and budget preparation
What we offer
What we offer
  • 100% remote work environment
  • flexible work schedule
  • attractive benefits program
  • competitive compensation
  • work life balance
  • people-focused culture
  • 100% reimbursement of CPA licensing fees
  • 50% reimbursement of an AICPA membership
  • Flexible Schedules
  • Annual company paid retreat
  • Fulltime
Read More
Arrow Right

Onboarding Senior Accountant

The Onboarding Senior Accountant will be primarily responsible for onboarding ne...
Location
Location
United States
Salary
Salary:
75000.00 - 88000.00 USD / Year
chazinandcompany.com Logo
Chazin
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A Bachelor’s Degree in Accounting
  • A minimum of five years general accounting experience
  • Multiple client or multiple entity experience preferred
  • CPA licensure preferred
  • Extensive knowledge of generally accepted accounting principles (GAAP)
  • Extensive experience with data management, record keeping and web-based applications
  • Advanced knowledge of Microsoft Office, Excel, QuickBooks Online and NetSuite preferred
  • Excellent organizational, problem-solving, project management, and communication skills
  • Experience in audit preparation
  • Ability to function well in a team-oriented virtual environment
Job Responsibility
Job Responsibility
  • Assist in onboarding new clients ensuring that their financial transactions have been properly recorded
  • Comprehensive accounting services, including accounts receivable, accounts payable and general ledger management
  • Prepare month end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements
  • Tracking and reporting of restricted funds in order to prepare a net asset roll forward
  • Assistance with grant management and reporting
  • Audit management (including single audits): preparation of schedules, support during audit, coordination of all final schedules
  • Assistance with 990 preparation and other local, state, and federal filings
  • Specialized reporting to support client decision-making
  • Organization and maintenance of client files including prior year audit and tax records
  • Work under the guidance of the controller, to assist with analysis, cash flow and budget preparation
What we offer
What we offer
  • 100% reimbursement of CPA licensing fees
  • 50% reimbursement of an AICPA membership
  • Flexible Schedules
  • Annual company paid retreat
  • Medical, Dental, Vision
  • Life, STD & LTD
  • HSA/FSA
  • 401(k) with company match & 100% vesting schedule after 1st year
  • 15 days PTO
  • 10 Holidays, including 1 Flex Day
  • Fulltime
Read More
Arrow Right
New

Senior Accountant

We are looking for a Senior Accountant to join a growing manufacturing organizat...
Location
Location
United States , Lugoff
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in full-cycle accounting, including month-end close, general ledger activity, and account reconciliation
  • Strong background in cost accounting within a manufacturing environment
  • Ability to prepare and post journal entries accurately and in a timely manner
  • Experience analyzing standard versus actual costs, including material, labor, and overhead variances
  • Proficiency with bank reconciliations and financial reporting processes
  • Effective communication skills with the ability to collaborate across finance, operations, and administrative teams
  • Strong attention to detail, organizational ability, and follow-through in a deadline-driven setting
Job Responsibility
Job Responsibility
  • Analyze production and job cost data to identify trends, evaluate manufacturing efficiency, and highlight opportunities to improve margins
  • Compare actual material, labor, and overhead spending against established standards, then communicate meaningful variance insights to management
  • Partner with plant and operational teams by providing cost history, pricing information, and financial analysis that supports better decision-making
  • Contribute to the month-end close process by preparing assigned schedules, completing entries, and helping ensure reporting deadlines are met
  • Reconcile general ledger accounts on a regular basis and resolve discrepancies in line with internal accounting practices
  • Prepare and post journal entries tied to daily accounting activity as well as monthly financial close requirements
  • Compile recurring financial and operational reports, monitor patterns in the data, and summarize findings for leadership review
  • Support accounts payable and accounts receivable activities, including invoice processing, billing, collections follow-up, payment handling, and vendor account reconciliation
  • Provide administrative and cross-functional support to the facility, including assistance with onboarding, training coordination, communications, and backup coverage for customer service or logistics as needed
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Senior Accountant

Robert Half is looking for a Senior Accountant to lead core accounting activitie...
Location
Location
United States , Bala Cynwyd
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ years of progressive accounting experience
  • Strong experience with QuickBooks
  • Proficiency in Microsoft Excel
  • Excellent organizational and time management skills
  • Strong analytical and problem-solving skills with attention to detail
  • Exceptional communication and interpersonal skills to effectively collaborate with multiple departments
Job Responsibility
Job Responsibility
  • Direct daily accounting operations, ensuring transactions are recorded accurately and financial data remains current and reliable
  • Maintain the general ledger, prepare journal entries, and complete detailed account and bank reconciliations while investigating and correcting variances
  • Prepare monthly, quarterly, and annual financial statements along with management reports that highlight trends, risks, and performance drivers
  • Administer payroll processing and related reconciliations, while ensuring payroll tax filings and reporting obligations are completed correctly and on time
  • Support changes in payroll providers by coordinating payroll system integrations and helping maintain continuity and accuracy throughout the transition
  • Work with external accounting and tax advisors on year-end activities, tax preparation support, sales tax filings, and audit documentation requests
  • Maintain fixed asset records, track depreciation schedules, assist with inventory-related accounting, and help establish strong internal controls and accounting procedures
  • Coordinate vendor onboarding and credit-related documentation while contributing to broader process improvement initiatives across the organization
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Senior Accountant

Our holding company team is looking for a Senior Accountant to help support our ...
Location
Location
United States , Chicago
Salary
Salary:
105000.00 - 115000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in accounting
  • Solid understanding of GAAP compliance
  • Relevant experience
  • Proficiency in MS Office Suite, with advanced working knowledge of Excel
  • Systems Integrations and Mergers and Acquisitions knowledge
  • QuickBooks knowledge
Job Responsibility
Job Responsibility
  • Implement and maintain consistent accounting practices across portfolio companies
  • Ensure timely and accurate month-end accounting closes for portfolio companies and holding company
  • Assist with preparation of consolidated financial reports for the holding company
  • Oversee offshore and potential US-based resources
  • Support the financial onboarding of newly acquired companies and their finance leaders
  • Manage audit work for the holding company and its portfolio companies
  • Support the building of annual budgets across the portfolio
  • Assist organization-wide initiatives such as system migrations, improving processes & controls, compliance with accounting guidelines, metrics tracking, etc.
What we offer
What we offer
  • medical
  • vision
  • dental
  • life
  • disability insurance
  • bonus
  • Fulltime
Read More
Arrow Right

Senior Accountant

We are looking for an experienced Senior Accountant to join a mission-driven org...
Location
Location
United States , Spokane
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field is required
  • Prior experience in an accountant role with responsibility for month-end close and general ledger activity
  • Demonstrated ability to prepare journal entries, complete account reconciliations, and manage bank reconciliations accurately
  • Advanced Excel skills with the ability to work efficiently with complex financial data
  • Strong understanding of GAAP
Job Responsibility
Job Responsibility
  • Lead monthly close activities, including preparing and reviewing journal entries, reconciling accounts, and ensuring the general ledger is accurate and complete
  • Perform detailed balance sheet and bank reconciliations, investigate discrepancies, and resolve issues in a timely manner
  • Oversee daily work for an accounts payable clerk, providing guidance, direction, and support to maintain efficient processing
  • Prepare financial information and supporting schedules in accordance with fund accounting principles and established reporting requirements
  • Analyze accounting data in Excel to identify trends, validate results, and improve the accuracy of financial reporting
  • Work independently to manage assigned accounting functions while meeting deadlines and maintaining strong internal controls
  • Contribute to governmental or nonprofit-style accounting processes, applying transferable knowledge where appropriate
  • Assist with training and onboarding activities during the initial ramp-up period, including greater onsite collaboration at the start of employment
  • Support changes in accounting operations and procedures as organizational needs evolve, including work connected to legacy systems or future process updates
What we offer
What we offer
  • Medical/dental/vision
  • Generous PTO and paid holidays
  • Retirement plan including 401k match
Read More
Arrow Right

Private Bank Client Onboarding Senior Analyst

Citi's Wealth brings together the full power of Citi to serve the entire continu...
Location
Location
Hong Kong SAR , Kowloon
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of KYC experience in new client onboarding, periodic review or AML compliance, preferably in private banking
  • Good interpersonal communication skills. Able to communicate with internal and external business partners.
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Advanced execution skills in a multi-tasking mode. Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and/or regulators. Ability to coach and develop people, identifying and retaining talent. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities.
  • Able to strive under pressure and covert opportunity from risk. Should be open to working staggered hour/shift/over weekend and on public holidays. To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior's forum for appropriate action and advice.
  • Proficient knowledge of English (written and spoken).
  • Bachelor's/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Responsible to perform independent Client Onboarding KYC due diligence functions of new and existing clients across a variety of teams including private bankers, operations and compliance.
  • To review clients' profiles and work with banker team to fulfill onboarding requirement, full compliance of Bank's AML/KYC standards, local laws and regulations.
  • Perform Client Name Screening disposition, Sanctions review and Enhanced Due Diligence.
  • Identify and highlight suspicious money laundering activities, deficiencies and other non-compliance issues to management. Provide guidance in exception handling and approval.
  • Manage ongoing gap analysis on policies and standards against existing processes, identify improvement initiatives for streamlining the KYC and Onboarding process and keep the guidelines/procedures up to date.
  • To deliver training to junior team members. Be Subject Matter Expert to senior stakeholders.
  • Focuses on timely and accurate delivery of all responsible functions, as well as delivering superior onboarding service and resolution of complex KYC related issues, guided by service level agreements and efficiency/accuracy standards.
  • Performs day to day management of volume processing, including daily management of in-process, pending, and service-related activities, ensuring requirements are clearly defined to support all scenarios of KYC account opening and maintenance requirements.
  • Establishes and maintains close working relationship with internal stakeholder and within team to facilitate an open and direct communication of issues, needs, queries and system setups, in such that these may be responded to in an efficient, prompt and professional manner.
  • Responsible for various types of project management, process and policy changes, new initiatives and managing cross-functional relationships with all teams. Analyzes complex and variable issues with significant departmental impact in the team.
What we offer
What we offer
  • access to telehealth options, health advocates, confidential counseling and more
  • expanded Paid Parental Leave Policy
  • programs to help employees manage their financial well-being and help plan for the future
  • access to an array of learning and development resources
  • generous paid time off packages
  • resources and tools to volunteer in the communities
  • Fulltime
Read More
Arrow Right

Senior Accountant

We are looking for an experienced Senior Accountant to join a fast-growing insur...
Location
Location
United States , Las Vegas
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 3 years of accounting experience, with prior public accounting experience strongly preferred
  • Solid command of accounting principles with the ability to apply technical guidance in a practical business setting
  • Hands-on experience with month-end close, general ledger activity, journal entries, and account reconciliations
  • Background in multi-entity accounting environments
  • exposure to consolidations and intercompany transactions is highly valued
  • Strong systems aptitude and confidence working with accounting technology and process design
  • Ability to succeed in a fast-paced, evolving organization with changing priorities and increasing complexity
  • High attention to detail combined with the ability to communicate financial information clearly to leadership and cross-functional partners
  • CPA designation or active progress toward certification is preferred
Job Responsibility
Job Responsibility
  • Lead the monthly close process for multiple entities, ensuring timely completion of journal entries, reconciliations, and general ledger review
  • Prepare and monitor accruals and prepaid balances so expenses are recorded in the appropriate accounting periods
  • Maintain intercompany accounting schedules and assist with consolidation activities, including elimination entries across related entities
  • Generate reliable financial statements and supporting reports for individual entities as well as consolidated results
  • Coordinate audit preparation by organizing workpapers, strengthening documentation, and responding effectively to external audit requests
  • Collaborate with finance, operations, and legal teams to provide accounting insight that supports budgeting, forecasting, and business decisions
  • Evaluate existing workflows and introduce process enhancements that improve accuracy, efficiency, and scalability
  • Assist with accounting support for acquisitions and the onboarding of newly formed or integrated entities
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
Read More
Arrow Right