Onboarding Specialist (National Consulting & Outsourcing Team)
Charlotte, NCFull-timePosted 2w agoStill listed today
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At a glance
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Job overview
CliftonLarsonAllen is seeking an Onboarding Specialist for its National Consulting & Onboarding Team. The role focuses on providing clients with an expedient onboarding experience by developing processes, using technology, and keeping the client experience central. The specialist works across industries, advises on chart-of-accounts and system setup, and uses accounting and AR/AP systems. A bachelor's degree is required, though a combination of experience, education, and training may be accepted in lieu of a degree.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
CLA is a national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other
We are currently seeking an Onboarding Specialist, to join our National Consulting & Onboarding Team. This team is focused on providing an expedient and best in class onboarding experience for clients. This role will focus on developing innovative processes, utilizing technology to the fullest extent, and reinforcing a culture in which the client experience is at the center of the company.
Job Description:
- Knowledge on chart of accounts setup and conversions to make recommendations on improvements.
- Make recommendations to improve chart of accounts and system setup and conversion
- Work across a wide variety of industries, pulling in additional industry expertise when needed.
- Learn business drivers, strategy, risk areas, and accounting concerns.
- Successfully utilize accounting systems such as QuickBooks (Online & Desktop), and Xero.
- Utilize AR/AP systems such as BILL.com and Ramp.com.
- Adapt and change with client needs and deadlines.
- Remain accurate and consistent in task execution.
Education/Experience:
- Education: Bachelor's degree is required. Combination of experience, education, and training may be accepted in lieu of degree. Bachelor's degree in accounting, finance, business administration or a related field is preferred.
- Experience: 3 years of relevant experience required. Experience in accounting or finance field preferred.
Skills/Knowledge:
- Strong communication skills, both written & verbal.
- Strong project and time management skills.
- Ability to adapt and change with client needs and deadlines.
- Knowledge on chart of accounts setup and conversions.
- Proficiency in accounting systems such as QBO, QBD, and Xero.
- Proficiency in AR/AP systems such as BILL and Ramp
- Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
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Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
How this job compares
Set against the 5,024 open Accounting jobs on Olive Jobs, counted November 10, 2026.
- Pay
- This postingNot listed
- North Carolina median$96–143K/yr49 salary ranges
- US median$25–30/hr424 hourly ranges
- Openings
- Olive Jobs lists 135 open Accounting jobs in North Carolina and 5,024 across the US. 5% of them nationwide are listed as remote or flexible.
- Hiring the most in North Carolina
- Robert Half14 open
- Deloitte7 open
- CliftonLarsonAllen LLP (this employer)6 open
- Experience
- This posting asks for at least 3 years of experience; Accounting postings that state a minimum ask for 5 years at the median (3,741 postings).
- Education
- 2,494 of the 5,024 open Accounting jobs (50%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 10, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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