Accounting Onboarding Specialist

August 16

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Proper

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Expert accounting services for property management companies.

Property management bookkeeping • Property management accounting • Property asset management

51 - 200

Description

• Act as a point of contact for customers during the onboarding process, responding to inquiries, providing updates, and ensuring clear communication. • Ensure that all client onboarding activities comply with Proper's scope of work, identify exceptional activities, and propose alternative options for non-compliant clients. • Gather and review client documentation such as client agreement, addendums, scope of work, third party access, accounting database, work papers, and any financial documents used by the client for accounting purposes. • Address any issues or concerns that arise during the onboarding process to ensure a smooth transition for the client. • Offering assistance and guidance to clients on the onboarding process, including explaining procedures and requirements. • Work closely with internal teams such as sales, IT, POPs, and delivery to coordinate efforts and deliver a seamless onboarding experience for customers. • Conduct a thorough review and assessment of the client's accounting records, financial statements, and internal controls to ensure accuracy, compliance, and adherence to Proper's accounting standards.

Requirements

• Accounting bachelor's degree is required • 2 years of experience in accounting roles • 1 year of experience in customer facing roles • English fluency • 6 months on data analysis (Nice to have)