Client Onboarding Controller

Controller-level | Team leadership | Client onboarding ownership$85,000 – $95,000 annually | Remote | Full-time W2About The RoleBreakwater Accounting & Advisory is hiring a Client Onboarding Controller, internally referred to as Lead Onboarding Project Manager, to own and elevate the client onboarding experience.This is not a passive project management role. It’s a hands-on leadership position where your accounting expertise, judgment, and ability to guide both clients and team members directly shape long-term client success.You’ll lead a team, serve as the primary client contact during onboarding, and ensure every client is set up with clean financials, clear processes, and confidence in their numbers.What You’ll OwnLead the full onboarding lifecycle for new clients - from kickoff through transition to their long-term teamServe as the primary client contact, building trust through clear communication and strong financial guidanceReview and issue accurate financials, ensuring quality and consistency from day oneCoordinate across AP, AR, Payroll, and Accounting to ensure all services are aligned and delivered seamlesslyBuild, refine, and scale onboarding processes to improve speed, quality, and client experienceLead, coach, and develop a team; driving accountability, growth, and high standardsWho You Are5+ years of accounting or bookkeeping experience (CPA firm or outsourced environment preferred)Bachelor’s degree (or higher) in AccountingStrong controller-level skills, including financial review and issuing statements. Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics.Experienced managing multiple clients and priorities simultaneouslyProven people leader who can develop talent and hold a high barProcess-oriented and detail-driven, without losing sight of the bigger pictureTech-savvy, with strong, recent QuickBooks Online experienceBonus points for:Experience with onboarding or project management in an outsourced accounting or professional services setting.Exposure to audit processes or internal control design.Why BreakwaterBe part of a fast-growing, innovative accounting firm with a strong reputation and national reach.Advisory-first work – your value is in your thinking, not just your outputReal impact – Shape the onboarding experience for clients and help define scalable processes for the future.Flexibility – remote work with autonomy over your non-meeting timeSupportive team – collaborative, low-ego environment that shares ideas and solutionsPeople-first culture – we care about our team and our clients as peopleModern, tech-forward approach – always improving how we workGenerous time off – five weeks PTO + holidaysBenefits + 401(k) matchAbout BreakwaterBreakwater Accounting & Advisory provides outsourced accounting services to small businesses and nonprofits across the U.S. We are a woman-led company, a four-time Top Workplace (Delaware News Journal), and an Inc. 5000 fastest-growing company.We believe in great people first, technology-forward thinking second - with just the right combination.Breakwater Accounting + Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.