Mize CPAs Inc. Logo

Senior Onboarding Accounting Associate

Job Description

Work with a nationally ranked CPA and advisory firm that is passionate for what’s next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Outsourcing team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Onboarding Accounting Associate to join their dynamic team.

Position Responsibilities

  • Lead the design, implementation, and optimization of technology stacks tailored to meet client requirements.
  • Support client accounting across various industries, ensuring efficiency and alignment with client needs.
  • Expertly utilize Xero, QuickBooks Online, and Bill.com.
  • Perform comprehensive accounting cleanup, diagnosis, and solutions.
  • Produce accurate monthly financial statements in a timely manner.
  • Collaborate with cross-functional teams to provide client advisory services, focusing on operational efficiency and customer satisfaction.
  • Assist in formulating strategies aligned with client business goals and accounting functions.
  • Lead projects related to data conversion and file migrations, ensuring timely and budget-compliant delivery.
  • Provide regular updates to stakeholders and manage expectations throughout project lifecycles.

Qualifications

  • Strong background in technology implementation and data management related to Accounting processes.
  • 3-5 years of experience with QuickBooks Desktop, QuickBooks Online, Xero, and other accounting systems.
  • Understanding of Accounting principles, financial statements, cash flow, and expense management.
  • Proficient in analyzing data and providing alternative solutions.
  • Ability to design and implement technology stacks tailored to client needs.
  • Experience with historical accounting cleanup and reconciliation.
  • Skilled in identifying discrepancies within financial statements.
  • Effective problem solver with strong communication, organization, and time management skills.
  • Self-motivated with the ability to seek guidance when necessary.
  • Project management experience with proficiency in relevant tools.
  • Ability to manage multiple projects, adapt to changing priorities, and deliver within scope and budget.
  • Experience advising clients in Client Account Services, with professional communication skills suitable for interaction with C-level executives.
  • Advanced Excel skills and experience in creating training documentation and implementing new processes.
  • Willingness to stay updated with evolving technologies and industry trends.

Preferred Skills

  • Hands-on experience with accounting software products like Xero, Intacct, BILL.com, etc.
  • Familiarity with Project Planning tools such as Karbon, ClickUp, etc.
  • Bachelor’s degree in Accounting, Computer Science, or a related field, or equivalent experience (preferred).

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

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