Onboarding Project Manager (new Client Onboarding Specialist)

Onboarding Project Manager (New Client Onboarding Specialist)

At Kaizen CPAs + Advisors & Your Payroll Department (YPD), we're a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.

Our work is guided by four core values:

• Own It: Take pride in solving problems and delivering results.
• Be an Ideal Team Player: Collaboration and support are key to our success.
• Make a Positive Impact: We're committed to making a difference for our clients, team, and community.
• Embrace a Growth Mindset: Constant learning and evolving helps us grow—together.

At Kaizen and YPD, we prioritize the growth and well-being of our people. You'll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development!

Job Description

Being a Project Manager is like being an artist, you have the different colored process streams combining into a work of art ~ Greg Cimmarrusti

Our Accounting Project Manager (Onboarding Specialist) excels in a fast-paced environment in which there is continuous improvement. The APM understands the Kaizen accounting process, sets up new client's QuickBooks Online file, works with Intuit to convert a QBD file to QBO or transitions an existing file under our structure. A successful APM trains the client under the Kaizen processes within QBO to ensure we deliver accurate financial statements quickly to clients. To do this, the APM must understand the client's business environment and translate those activities into accounting by developing a client road map and Master Journal Entry Guide. The APM is expected to function independently of significant management oversight on a variety of projects. In this role, the APM must understand accounting concepts, including proper revenue recognition (tax basis), bank reconciliation, payroll accounting, basic accruals, depreciation (tax), A/R & A/P concepts and be able to use a variety of accounting software products. Responsibilities include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed.

Qualifications

What You Bring

Technical Skills

• Hands-on experience in bookkeeping and accounting, including reconciliations, journal entries, and financial statement preparation
• Strong proficiency in QuickBooks Online; Certified QBO ProAdvisor or willingness to obtain certification promptly
• Solid understanding of core accounting concepts, including Accounts Receivable (A/R), Accounts Payable (A/P), bank reconciliations, payroll posting, revenue recognition, and depreciation
• Advanced working knowledge of Microsoft Excel and strong proficiency across Microsoft Office applications

Professional Strengths

• Excellent communication skills with a strong customer service mindset
• Proven ability to multitask, stay organized, and manage multiple onboarding projects simultaneously
• Detail-oriented problem solver with the ability to think critically and apply sound judgment
• Comfortable working independently while collaborating effectively within a team environment
• Positive, adaptable attitude with a commitment to continuous learning and improvement

Education & Experience

• Bachelor's degree in Accounting, Finance, or a related field required
• Certified QuickBooks Online ProAdvisor required; willingness to pursue advanced certification
• Prior experience in a fast-paced, client-facing or onboarding role preferred
• Previous sales or consultative experience a plus
• Technologically savvy with the ability to quickly adapt to evolving systems, tools, and processes
• Strong proficiency in Microsoft Office products, including Word, Excel, Teams, and Outlook

Additional Information

Here's a peek at what's ahead as we get to know each other:

Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.

Apply: Submit your resume for review.

Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.

First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.

Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.

Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.

Offer: If it's a match, we'll extend an offer and begin onboarding!

At Kaizen, we believe in continuous improvement — for our clients, our processes, and our people. You'll join a collaborative team that values creativity, growth, and innovation. This internship is ideal for someone eager to gain professional marketing experience and see their ideas make a real impact.

Perks of Being Part of Our Team

Compensation: Starting at $80,000 annually, based on experience.

Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:

• Medical, Dental, and Vision Insurance
• Short-Term & Long-Term Disability and Life Insurance
• Cafeteria/Section 125 Plan
• Retirement/401(k): Employer match with 100% vesting on day one of eligibility
• Paid Vacation: Starting at 2 weeks, available for use from day one
• Paid Personal Time (PTO): 32 hours available to use from day one
• Paid Holidays: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

Note: Benefits are subject to change or revocation at the sole discretion of the Firm.

Equal Opportunity Employer: Kaizen CPAs + Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.