onboarding staff accountant | Work From HomeDoxa7 Solutions Inc.

THE ROLE
The Staff Accountant - Onboarding Team will be responsible for the onboarding process of new clients as they transition onto the bookkeeping and tax services platform. This includes helping clients understand accounting and tax best practices, teaching fundamentals of the accounting software, and guiding clients through the set-up of the accounting and support software.
SCHEDULE: 8 AM - 5 PM Mountain Daylight Time (10 PM - 7 AM Philippine Local Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Permanent Work from Home set-up
ESSENTIAL FUNCTIONS
Deliver high-quality client service to a portfolio of clients in multiple industries
Develop an understanding of client teams and clients' business models
Lead communication process with clients from the point of sales finalization to routine maintenance hand-off
Outline the client journey effectively to the client audience, setting expectations for needs and deliverables and ensuring timely completion of the onboarding process
Support clients through the technical aspects of setting up bank feeds, accounting software connections, and applicable logins
Coach clients on reporting dimensions providing opportunities to establish business insights from day 1
Know the technical aspects of product offering and effectively communicate the value proposition; respond to objections, questions, concerns, and other FAQs
Set up accounting software including bank feeds and import automation, initial transaction classification, payroll import, and vendor creation
Prepare reconciliations schedules for initial balances including bank reconciliations and fixed assets
Maintain consistent accounting onboarding policies and procedures across clients
Create and maintain policies and support material that detail best practices for bookkeeping and tax operational activities
Identify problem areas, devise, and deliver solutions to enhance the quality of service and prevent future problems
Perform other duties as required
QUALIFICATIONS
A Bachelor's degree in Business, Accounting, or Finance is highly desired
5-7 years of operational accounting experience
Experience in QBO and related software tools
Familiarity with third-party systems such as Bill.com, and Expensify a plus
Strong working knowledge of Microsoft Suite including Excel, Outlook, and Teams
Experience updating historical financials a plus
Excellent written and verbal communication skills, IQ, and EQ
Public Accounting and/or Big-4 experience a plus
Ability to work independently and manage multiple projects and deadlines
Analytical skills with particular attention to detail
Skilled communicator who knows how to read their audience
Should be self-motivated, highly organized, and able to work independently
Team player and ability to roll up your sleeves and take initiative without being asked
Ability to work in an autonomous environment where you can be a self-directed worker
Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
Analytical skills with particular attention to detail
Aptitude in data management, analytics, reporting preparation
A team player and ability to function in an autonomous environment-independent worker, self-directed
WHAT'S IN STORE FOR YOU?
Good compensation package
HMO upon hire with 1 free dependent
Life insurance upon hire with 1 free dependent
Yearly Anniversary Incentives
13th Month pay
Equipment is on us!