Job Description
The role involves leading QuickBooks migration projects, working with clients to implement and optimize QuickBooks solutions, and collaborating with a dynamic team within a fast-growing CPA and advisory firm.
Key Responsibilities
- Lead the migration and implementation of QuickBooks for clients.
- Coordinate with clients to understand their accounting needs and ensure successful system setup.
- Provide guidance and support during the QuickBooks transition process.
- Train clients on QuickBooks features and best practices.
- Troubleshoot and resolve issues related to QuickBooks implementation.
Requirements
- Experience working with QuickBooks and leading QuickBooks migration projects.
- Ability to lead and manage QuickBooks migration processes for clients.
- Proven expertise in Intuit QuickBooks implementation and migration.
- Demonstrated ability to work with clients to maximize their opportunities through QuickBooks solutions.
- Experience working in a fast-growing industry environment and adapting to client needs.
- Strong understanding of CPA practices and advisory services related to QuickBooks.
- Ability to collaborate with a team of professionals in a dynamic, high-energy environment.
- Willingness to work in a hybrid setup, with flexibility based on location, terms, and conditions.
- Ability to work onsite if required, including participation in on-demand learning classes and other onsite activities.
- Experience in managing or participating in client onboarding, training, and support related to QuickBooks migration.
Benefits & Perks
Competitive compensation
Performance-based salary increase
Discretionary incentive compensation based on client or individual performance
Wellness program
HMO coverage
Rewards and Recognition program
Free shuttle service provided by CDC for onsite employees
Free lunch meal for onsite employees
On-demand learning classes
Discretionary time off and Holidays
CPA Certification Assistance and Bonus Program
Hybrid work setup (terms and conditions may apply)
Ready to Apply?
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