Job Description

About the Role

Targeted Accounting is growing, and we're looking for an accounting professional with a growth mindset to join us as an Client Onboarding Manager. This high-impact, fully remote role is perfect for someone who thrives in a dynamic environment, loves building systems/processes, and is passionate about delivering value to clients from day one.

This isn't your typical accounting role. You'll be the first point of contact for new clients -- leading onboarding engagements, reviewing and documenting their existing processes, configuring cloud-based tools, and ensuring accurate financials and efficient workflows are in place. Once onboarding is complete, you'll collaborate with our internal teams to ensure a seamless handoff for ongoing support.

We're looking for a solution-oriented, accountable, and customer-focused team player who brings structure and clarity to every engagement.

What You'll Do

Lead onboarding engagements for new clients -- documenting existing accounting processes, team responsibilities, and confirming scope of work/budgets. Identify inefficiencies in workflows and propose improvements or tools. Configure accounting systems and tools, ensuring proper set up that caters to the client's processes. Manage catch-up bookkeeping for clients who are behind, ensuring clean, organized records and a smooth handoff to the maintenance team. Ensure accurate books, by completing the balance sheet reconciliations / working papers and reviewing the YTD profit and loss statements. Act as the bridge between onboarding and long-term maintenance teams, ensuring continuity and client satisfaction. Support junior bookkeeping staff by offering technical guidance and mentoring. Stay accountable to timelines, deliverables, and client expectations.

Who You Are

Growth-Minded: You're always learning, adapting, and striving for better. Client-Centered: You communicate clearly and build trust easily. Accountable: You take ownership and consistently follow through. Collaborative: You work well across teams and believe in shared success. Analytical & Organized: You enjoy improving processes and making things run smoother.

Qualifications

QBO Advanced Certification (Basic required at hire; Advanced within 30 days). 3+ years of hands-on Canadian QBO experience. Experience onboarding clients and/or setting up new accounting systems. Familiarity with Hubdoc, Dext, PayEdge is a plus. Background in public practice, year-end preparation, or audit is an asset. Strong client relationship and communication skills. Excellent time management, attention to detail, and project management.

What We Offer

Salary: $70,000 - $90,000 base annually, plus bonus Benefits: Extended health & dental Vision & wellness allowance Paid time off Flexible work schedule 100% remote work Growth & professional development opportunities Supportive and values-driven team culture
Join a Firm That's Redefining Accounting.
If you're ready to make a real impact, grow your career, and support purpose-driven businesses -- we'd love to hear from you.

Job Type: Full-time

Pay: $70,000.00-$90,000.00 per year

Schedule:

Monday to Friday
Work Location: Remote