Senior Accountant - Client Onboarding and Setups
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 2d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 5d ago
The date the source published, not the day we noticed it (2026-10-05). Last seen at its source 2h ago.
We have tracked this listing since 5 Oct 2026 (5 days). The employer's own board has carried it every time we have read it, most recently 2 hours ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $95k–135k/yr
Middle 50% of 121 listings that do state pay — Finance · Senior · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
Ashby employer's own board first seen 5d ago · last seen 2h ago
The listing
Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Setups team is the front door for new clients. We build clean, tax-ready books for new engagements and take messy ones through cleanup and catch-up work, then hand them off to our monthly team, our tax team, or back to the client.
You will own 30+ active client engagements at a time, each running 5 to 6 weeks, and lead a team of offshore accountants who handle day-to-day preparation. This role is built for a public accounting senior who is client-facing, project-driven, and comfortable keeping many engagements moving at once.
Areas of Responsibility
Run the kickoff call after the engagement is sold, set expectations, and own the timeline through close-out
Set up and clean up QuickBooks Online files, including chart of accounts, entity structure, and catch-up work, so books flow cleanly into tax reporting
Supervise and review offshore team members by setting deadlines, managing capacity, and giving clear direction and feedback
Manage client communication throughout the engagement, including status updates, follow-ups for missing information, and a delivery call to walk through the final books and train clients who will maintain their own
Prioritize 30+ engagements at once and escalate early when something is at risk
Prepare handoffs with full context so the monthly or tax team can pick up the file and the client does not feel the change
Keep engagement notes and documentation current, and adhere to firm and AICPA ethics, including confidentiality
Required Education and Experience
Bachelor's degree in accounting
3+ years of public accounting experience in a client-facing role
Experience supervising or reviewing the work of other accountants
Strong QuickBooks Online experience (QBO certification preferred)
Solid technical accounting knowledge and an understanding of how entity structures (LLCs, partnerships, S corps) affect tax reporting
Proven ability to manage multiple client engagements and deadlines at once
Real estate or property management accounting experience preferred.
Measures for Success
Client NPS averaging 9/10 or greater
On-time delivery of engagements
Accurate work, with less than 5% unsatisfactory in internal quality reviews
Smooth handoffs to the monthly and tax teams
Expectations for Remote Work
Quiet, professional background and business casual attire for client calls, with video always on
Laptop provided, plus a $500 annual tech reimbursement
You're a Good Fit For Our Culture If
You're friendly, have a sense of humor, and enjoy helping and teaching others
You take ownership of your work, clients, and team and drive engagements to the finish line
You thrive in a fast-paced environment with strong time management
You love working with clients and delivering results
About Hall CPA
We are on a mission to change the accounting industry by building the premier people-first firm. We use the best technology and automation available and offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching.