This is a remote position. Schedule: Monday to Friday, 8:30 AM – 5:30 PM New York time (1-hour unpaid break) Job Summary: We are seeking a highly organized and dependable Client Onboarding Specialist to lead the onboarding process for new clients at our CPA firm. This client-facing role requires exceptional communication and customer service skills to ensure a smooth and professional transition for each client. The ideal candidate will be detail-oriented, tech-savvy, and eager to learn our firm’s systems and processes. You will play a key role in gathering and documenting client data accurately, while building strong, positive relationships and providing a high level of service from day one. Your efforts will help set the foundation for long-term client satisfaction and success. Key Responsibilities: • Set up client profiles in internal systems (Client Sheets) Gather required documents, credentials, and financial data from clients (e.g., bank access, payroll system, prior-year tax returns) • Ability to analyze Financials (Balance Sheet and Profit & Loss) • Educate clients on firm processes, timelines, communication channels, and expectations • Track onboarding progress using checklists and update internal dashboards or trackers • Follow up with clients to obtain missing information or documentation • Prepare onboarding forms and templates for review by the Onboarding Manager • Help schedule client onboarding calls or meetings • Maintain secure digital filing systems and ensure all documents are stored properly • Assist with data entry, document formatting, etc • Support process improvement efforts and suggest workflow enhancements Requirements Qualifications: 1–2 years of experience in an administrative, assistant, or support role (CPA or professional services environment a plus) • Professional and client-focused demeanor with a problem-solving mindset • Strong organizational and time management skills. • Detail-oriented with a high degree of accuracy. • Excellent written and verbal communication skills. Proficiency with Microsoft Office, Google Workspace, QuickBooks and other common accounting or CRM tools. • Willingness to learn and adapt in a fast-paced, team-oriented environment. • Ability to manage multiple onboarding projects simultaneously. • Organized, detail-oriented, and process-driven. • Tech-savvy and able to learn new platforms quickly. Benefits Independent Contractor Perks HMO Coverage for eligible locations Permanent work from home Immediate hiring Steady freelance job ZR_24778_JOB