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Client Onboarding Controller - Remote

Posted 15 hours ago
Finance / Legal
Full Time
Worldwide
$85,000 - $95,000/year

Overview

Breakwater Accounting & Advisory is hiring a Client Onboarding Controller, internally referred to as Lead Onboarding Project Manager, to own and elevate the client onboarding experience.

In Short

  • Lead the full onboarding lifecycle for new clients.
  • Serve as the primary client contact, building trust through clear communication.
  • Review and issue accurate financials, ensuring quality and consistency.
  • Coordinate across AP, AR, Payroll, and Accounting.
  • Build, refine, and scale onboarding processes.
  • Lead, coach, and develop a team.

Requirements

  • 5+ years of accounting or bookkeeping experience.
  • Bachelor’s degree in Accounting.
  • Strong controller-level skills.
  • Experienced managing multiple clients and priorities.
  • Proven people leader who can develop talent.
  • Process-oriented and detail-driven.
  • Tech-savvy, with strong QuickBooks Online experience.

Benefits

  • Advisory-first work.
  • Real impact on the onboarding experience.
  • Flexibility with remote work.
  • Supportive team environment.
  • People-first culture.
  • Modern, tech-forward approach.
  • Generous time off - five weeks PTO + holidays.
  • Benefits + 401(k) match.

B.A.A

Breakwater Accounting + Advisory

Breakwater Accounting + Advisory is a woman-led company that specializes in providing outsourced bookkeeping and accounting services for businesses and nonprofit organizations across the United States. Recognized as a top workplace by the Delaware News Journal for four consecutive years and featured on the Inc 5000 list of fastest-growing companies, Breakwater embraces technology to enhance efficiency and deliver value-added services to clients. The company prioritizes a culture of proactive, positive, and principled teamwork, fostering a supportive environment that values work-life balance and continuous learning.

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