e2E

Client Onboarding Consultant

Kansas City, MO · Contract

Sponsorship not specified$75k-$90kDetected 15 hours ago

Project ManagementAccountingQuickBooksHROnboardingCustomer SupportCommunicationCollaborationOrganizational SkillsMicrosoft OfficeAccounts Payable

About the role

Accounting Consultant 519 Southwest Blvd, Kansas City, MO 64108, USA This position is based in the Kansas City, MO area, and offers remote and hybrid work arrangements.
To learn more about e2E, visit our website at www.e2ekc.com.
The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by coordinating and executing assigned accounting and finance‑related onboarding tasks.

Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
Establish and manage onboarding schedules and task calendars for each assigned client.
Perform general ledger mapping and ensure alignment with e2E accounting standards.
Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
Perform additional onboarding tasks and client‑related projects as assigned.
Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).

Knowledge, Skills, and Abilities Exceptional attention to detail with the ability to execute onboarding tasks accurately and efficiently.
Excellent written and verbal communication skills, with the ability to communicate professionally and effectively with clients and internal stakeholders.
Coordinate payroll setup activities, including transitioning payroll providers when required.
Minimum Requirements Bachelor's degree in accounting required; CPA preferred.
Proficiency with QuickBooks Online is required; experience with other accounting software like Ramp is a plus.

Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.

This listing is sourced directly from e2E's careers page and normalized into a canonical job model.