Full Time
75,000
40
Jul 14, 2026
Location: Remote
Hours: 10:00 AM – 7:00 PM (Day Shift) | Weekends Off
Reports To: Operations Manager / Client Services Manager
About Solve Outsource
At Solve Outsource, we help ambitious businesses achieve growth by providing outsourced Accounting, Bookkeeping, Payroll, and Management Accounting services.
As our client portfolio continues to expand, we're looking for an experienced and detail-oriented Onboarding Accountant to join our growing team. This role plays a critical part in ensuring new clients experience a smooth, professional transition to Solve Outsource and are set up for long-term success.
If you enjoy problem-solving, working with diverse businesses, and making a direct impact from day one, we'd love to hear from you.
About the Role
The Onboarding Accountant is responsible for managing the end-to-end financial onboarding process for new clients. You will work closely with clients, previous accountants or bookkeepers, and internal stakeholders to ensure accounting records are accurate, reconciled, and ready for transition to our ongoing service delivery team.
You will serve as the bridge between a client's previous accounting function and their new outsourced finance department with Solve Outsource.
Key Responsibilities:
Manage client onboarding projects from commencement through completion.
Review accounting records and assess the current state of client accounts.
Complete catch-up bookkeeping and accounting work when required.
Reconcile bank accounts, debtors, creditors, VAT, payroll, and balance sheet accounts.
Identify and resolve accounting discrepancies, errors, and historical issues.
Liaise with clients and third parties to obtain required information and documentation.
Support accounting software migrations and data transfers.
Work across cloud accounting platforms including Xero, QuickBooks, Sage, and other industry-specific systems.
Ensure onboarding procedures, documentation, and checklists are completed accurately and on time.
Prepare detailed handover notes for the ongoing client service team.
Contribute to the continuous improvement of onboarding processes and best practices.
Build strong client relationships and create an outstanding first impression of Solve Outsource.
Skills & Experience
Essential Requirements
Must be a CPA
Must have 3-5 years related experience in Accounting and leading a team
Strong understanding of bookkeeping, management accounting, and financial controls.
Experience using accounting software such as Xero, QuickBooks, and/or Sage.
Excellent reconciliation and analytical problem-solving skills.
High attention to detail and commitment to accuracy.
Strong organizational and time management abilities.
Ability to manage multiple onboarding projects simultaneously.
Excellent communication and stakeholder management skills.
Self-motivated with the ability to work independently and take ownership of tasks.
What Makes This Role Different?
This is not a traditional bookkeeping or accounting position.
Every client is different. Every onboarding project brings new systems, industries, challenges, and opportunities to learn.
One week you could be onboarding a hospitality business, the next a construction company, wholesale distributor, golf club, or professional services firm.
This role is perfect for someone who:
Enjoys variety rather than repetitive processing work.
Loves solving problems and untangling accounting issues.
Takes pride in delivering accurate and complete financial records.
Enjoys learning new technologies and accounting systems.
Wants exposure to a wide range of industries and business models.
Thrives in a fast-paced, growing organization.
Why Join Solve Outsource?
Work with a growing and ambitious outsourced finance business.
Gain exposure to diverse industries and accounting systems.
Develop both technical accounting and client-facing skills.
Join a supportive, collaborative, and high-performing team.
Enjoy genuine career progression opportunities as the company grows.
Make a meaningful impact on client success from day one.
Apply now and send your most updated resume