Job Title: Onboarding Cloud Accountant - Canada
Job ID: 88921
Location: North York, Ontario
What you will be doing:
- Lead client onboarding engagements from kickoff through transition to ongoing service.
- Develop onboarding plans, timelines, and client action items.
- Review, reconcile, and organize historical accounting records.
- Complete catch-up and clean-up accounting projects.
- Configure and optimize cloud accounting systems and related applications.
- Coordinate onboarding activities across internal and external stakeholders.
- Prepare onboarding documentation, SOPs, process maps, and transition summaries.
- Monitor onboarding timelines, metrics, and project status, identifying bottlenecks and recommending improvements.
- Analyze onboarding workload and provide recommendations to support onboarding capacity planning.
- Support a limited portfolio of recurring cloud accounting clients.
- Prepare financial reporting packages and support sales tax compliance activities.
- Utilize AI and technology tools to improve efficiency, consistency, and client outcomes.
What you must have:
- 5+ years of Canadian cloud accounting, bookkeeping, or accounting experience.
- CPA designation is considered an asset but is not required.
- Strong QuickBooks Online and cloud accounting technology experience.
- Experience with accounting clean-up, conversions, implementations, or client onboarding is considered an asset.
- Exceptional project management and organizational skills.
- Proven ability to manage multiple client projects simultaneously.
- Solid written and verbal communication skills.
- Self-starter who thrives in a fast-paced remote environment.
- Experience working with not-for-profit organizations is considered an asset.
Salary/Rate Range: $85,000.00 - $95,000.00
📌 Onboarding Cloud Accountant - Canada (Calgary)
🏢 TEEMA
📍 Calgary