Onboarding Manager, Client Accounting Services

Baker Tilly•Frisco, TX

About The Position

As part of Baker Tilly’s Managed Services offering, the Accounting & Finance Services (AFS) Transitions team helps new clients stabilize financial operations, implement cloud accounting systems, and design scalable processes. We focus on project-based work that sets clients up for long-term success before they transition to recurring service teams. We’re seeking a tech-savvy Onboarding Manager to lead client onboarding and accounting system implementations. This role combines accounting expertise, project leadership, and technology to help clients modernize their financial operations and ensure a smooth transition to ongoing support.

Requirements

Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
8+ years of accounting or finance experience, including 5+ years in consulting leading accounting system implementations, migrations, and process/technology assessments
Deep GAAP knowledge and experience preparing or reviewing financial statements
Experience with cloud accounting and ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks Online)
Ability to train, influence, and collaborate with stakeholders at all levels (staff to C-suite) while delivering high-quality results under deadlines

Responsibilities

Lead client onboarding from kickoff through transition to recurring teams
Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
Integrate third-party tools (bill pay, payroll, expense management)
Identify risks, resolve issues, and drive process improvements
Provide initial accounting support, including reconciliations and financial statements
Review financials and ensure GAAP-compliant, accurate reporting