Accounting Manager - Onboarding

Club Capital • Bethesda, MD

3d

About The Position

The Accounting Manager leads Club Capital’s onboarding team and owns the client onboarding path from signing through completion of retroactive accounting and handoff to the ongoing CAS accountant. The role manages onboarding accountants serving for-profit and nonprofit clients across State Farm agencies, independent and multi-carrier insurance agencies, and youth sports clubs. It combines hands-on accounting expertise, team leadership, client communication, and oversight of multiple concurrent onboardings.

Requirements

• At least 5 years of accounting experience, including significant experience at Senior Accountant level or above.
• Deep experience with catch-up and cleanup accounting, including resolving messy or incomplete books.
• Experience with both for-profit and nonprofit accounting.
• Ability to manage a high volume of work across multiple stages at the same time.
• Experience leading, training, or reviewing the work of other accountants.
• Strong client communication skills, including the ability to explain bookkeeping issues in plain English and reassure clients when records are messy.
• Proficiency in QuickBooks Online and/or Xero.

Nice To Haves

• CPA or progress toward a CPA.
• Experience in a CAS, outsourced accounting, or client-facing firm environment.
• Familiarity with insurance agencies or youth sports and nonprofit organizations.
• Experience building or improving onboarding or implementation processes.
• Working knowledge of business tax sufficient to identify cleanup issues that should be brought to the tax team’s attention.

Responsibilities

• Lead and manage onboarding accountants by assigning work, reviewing output, setting quality standards, and developing the team.
• Serve as the delivery lead for new clients after the sale closes, set expectations, and build trust.
• Deliver retroactive accounting work, including catch-up bookkeeping, cleanup, reconciliations, and bringing books current and accurate.
• Set up new client accounts in company systems and connect clients to the tools and processes they will use.
• Guide clients through changes to providers and habits, explain the changes, and help them become comfortable working with Club Capital.
• Hand off completed books and clear documentation to the ongoing CAS accountant.
• Coordinate with the tax team for clients receiving tax services, answer initial questions, share onboarding findings, and facilitate introductions.
• Track many onboardings at different stages, identify bottlenecks, and keep timelines on track.
• Improve onboarding processes by building checklists and refining workflows for greater speed and consistency.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed