Client Onboarding Specialist - CPA Firm

As the Onboarding Specialist, you’ll be the welcoming face and primary point of contact for all new clients joining our firm. You’ll guide them through every step of onboarding ensuring a smooth, professional experience. You’ll also collaborate with our internal tax and accounting teams to create a seamless client handoff and contribute to firm-wide operational excellence.

What you will be

Client Onboarding

Conducting welcome calls to walk clients through their onboarding journey

Scheduling and attending appointments

Gathering and tracking required documents such as prior returns, financials, IDs, and signed engagement letters

Setting up clients in firm systems (CRMs, portals, billing)

Educating clients and guiding communication preferences

Coordinating with internal teams for service kick-off (accounting, tax prep, consulting, etc.)

Preparing draft pricing for approval

Preparing and renewing engagement letters in Ignition

Process & Workflow

Maintaining and continuously improving onboarding checklists and SOPs

Tracking onboarding status using project management tools

Ensuring timely completion of all client onboarding steps and documentation

Client Experience

Serving as the go-to resource for client questions during onboarding

Collecting post-onboarding feedback and providing suggestions for improvement

Delivering a white-glove experience that sets the tone for a long-term relationship

What qualifications we are looking

2+ years of experience in client-facing or onboarding roles (CPA firm preferred)

2+ years of experience in an administrative assistant or support role as an Accounting / Tax professional

Excellent written and verbal communication skills

Strong organizational skills, detail-oriented, and process-driven

Ability to multitask and manage multiple client onboarding tracks simultaneously

Familiarity with tools like Karbon, Keepers, Ignition, Microsoft Suite, and QuickBooks Online a plus

Positive, client-first attitude and a passion for helping people

What we

TCS & Associates, CPAs is a client-focused CPA firm offering career growth and development opportunities, an attractive compensation package with a salary depending on experience, participation in our 401(k) plan with employer match, PTO and paid holidays, continuing education and training support, and a flexible hybrid work environment.

The salary for this role is $60,000-$75,000 per year.

Direct applicants only – no recruiters or staffing companies!