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Experience Level
Experience
Qualifications
QualificationsExperience in public accounting, ideally from a small to mid-sized CPA firm.1–3+ years of experience in accounting or client onboarding roles with direct client engagement. Proven ability to independently manage multiple clients and projects. Excellent communication, organizational, and problem-solving skills. Adept at thriving in a fast-paced environment utilizing modern accounting tools and workflows. Familiarity with QuickBooks Online and Xero is mandatory. QuickBooks certification is preferred but not essential.
About the job
Join Surglobal as a Senior Accountant, where you will play a pivotal role in facilitating the onboarding of new clients and laying the groundwork for their ongoing financial management. This project-focused position involves overseeing timelines and budgets and collaborating effectively with clients and internal teams to ensure a seamless integration into our accounting frameworks.
Key Responsibilities
Lead the client onboarding process, ensuring the accurate and efficient setup of financial data, systems, and workflows.
Act as the primary liaison for clients during onboarding, providing clear communication and timely progress updates.
Evaluate current financial records, processes, and integrations to pinpoint enhancements or potential challenges.
Work closely with internal teams to synchronize deliverables and project objectives.
Manage multiple client engagements across diverse industries, balancing competing priorities while delivering exceptional service.
Employ accounting technologies and cloud platforms as part of a sophisticated, interconnected system.
About Surglobal
Surglobal is a forward-thinking company committed to providing comprehensive accounting solutions that empower our clients. Our team values collaboration, innovation, and excellence, creating a supportive environment where employees can grow and thrive.
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