Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
### Position Responsibilities
Lead and support client onboarding engagements, including the design, implementation, and optimization of accounting technology stacks tailored to client needs.
Provide hands-on accounting support for clients across multiple industries within professional services, ensuring accuracy, efficiency, and alignment with client operations.
Serve as a subject matter expert in QuickBooks Online (QBO) and Xero, including system setup, customization, and troubleshooting.
Perform comprehensive historical accounting clean-up, including diagnostics, reconciliations, and issue resolution to establish a strong and accurate accounting foundation.
Manage and execute data conversions and file migrations, ensuring timely and budget-compliant delivery.
Prepare and deliver accurate monthly financial statements on a timely basis.
Reconcile tax returns to balance sheets and post necessary adjustments to ensure reliable opening balances for ongoing accounting work.
Execute catch-up accounting work including, but not limited to:
Bank and credit card coding and reconciliations
Accounts Payable and Accounts Receivable cleanup
Payroll reconciliations, including historical payroll journal entries
Investment account setup and reconciliation
Clearing account setup and cleanup
Set up and document ongoing accounting processes, including depreciation schedules, amortization schedules, and accrual/deferral schedules within workflow tools (ex. Karbon or Wrike)
Create and maintain onboarding deliverables such as open item lists and month-end close schedules to support the monthly accounting team.
Implement and customize third-party tools such as Bill.com, ensuring alignment with client workflows and internal processes.
Collaborate with cross-functional teams to provide onboarding and advisory support focused on operational efficiency, scalability, and client satisfaction.
Communicate directly with clients via email and meetings to request information, clarify questions, provide status updates, and manage expectations throughout the onboarding lifecycle.
Provide regular progress updates to internal stakeholders and proactively escalate risks or issues as needed.
### Qualifications
Education: Bachelor’s degree in Accounting (required)
Certification: CPA license is a plus
Experience: Minimum of 3 years of experience in the BPO or professional services accounting environment
Software Proficiency: Strong working knowledge of QuickBooks Online (QBO) and Xero (required)
Technical Accounting Experience: Proven experience with historical accounting cleanups, including:
Reconciling balances to tax returns
Importing and validating transactions in QBO and Xero
Reconciling all cash and liability accounts to statements
Entering and reconciling payroll journal entries to payroll registers
Reconciling investment and e-commerce accounts
Entering trial balance journal entries
Reviewing and cleaning up Accounts Receivable and Accounts Payable
Strong reconciliation knowledge involving clearing accounts, bank statements, prepaid expenses, accrued revenue, and accrued liabilities
Analytical Skills: Ability to review and analyze financial statements and identify discrepancies or anomalies
Communication Skills: Excellent written and verbal communication skills, with the ability to work effectively in a hybrid environment using tools such as Teams and email; role requires frequent direct client interaction
Organizational Skills: Strong time management, organization, and attention to detail
Work Style: Self-motivated, capable of working independently, and comfortable managing multiple clients and shifting priorities
Schedule: Willingness to work Night Shift
Perks/Benefits we offer for full-time team members:
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace.
