Senior Accountant - Client Onboarding and Setups

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 - Experience supervising or reviewing the work of other accountants - 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.