Senior Accountant - Client Onboarding and Setups
Hall CPA · United States
Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Setups team is the front door for new clients. We build clean, tax-ready books for new engagements and take messy ones through cleanup and catch-up work, then hand them off to our monthly team, our tax team, or back to the client.
You will own 30+ active client engagements at a time, each running 5 to 6 weeks, and lead a team of offshore accountants who handle day-to-day preparation. This role is built for a public accounting senior who is client-facing, project-driven, and comfortable keeping many engagements moving at once.
Areas of Responsibility
Run the kickoff call after the engagement is sold, set expectations, and own the timeline through close-out
Set up and clean up QuickBooks Online files, including chart of accounts, entity structure, and catch-up work, so books flow cleanly into tax reporting
Supervise and review offshore team members by setting deadlines, managing capacity, and giving clear direction and feedback
Manage client communication throughout the engagement, including status updates, follow-ups for missing information, and a delivery call to walk through the final books and train clients who will maintain their own
Prioritize 30+ engagements at once and escalate early when something is at risk
Prepare handoffs with full context so the monthly or tax team can pick up the file and the client does not feel the change
Keep engagement notes and documentation current, and adhere to firm and AICPA ethics, including confidentiality
Required Education and Experience
Bachelor's degree in accounting
3+ years of public accounting experience in a client-facing role
Strong QuickBooks Online experience (QBO certification preferred)
Solid technical accounting knowledge and an understanding of how entity structures (LLCs, partnerships, S corps) affect tax reporting
Proven ability to manage multiple client engagements and deadlines at once
Real estate or property management accounting experience preferred.
Measures for Success
Client NPS averaging 9/10 or greater
On-time delivery of engagements
Accurate work, with less than 5% unsatisfactory in internal quality reviews
Smooth handoffs to the monthly and tax teams
Expectations for Remote Work
Quiet, professional background and business casual attire for client calls, with video always on
Laptop provided, plus a $500 annual tech reimbursement
You're a Good Fit For Our Culture If
You're friendly, have a sense of humor, and enjoy helping and teaching others
You take ownership of your work, clients, and team and drive engagements to the finish line
You thrive in a fast-paced environment with strong time management
You love working with clients and delivering results
About Hall CPA
We are on a mission to change the accounting industry by building the premier people-first firm. We use the best technology and automation available and offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching.