Onboarding Accounting Specialist

Who We Are
About Ascend
Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
For more information, visit www.ascendtogether.com.
About ODC
Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we’re the go-to CPA firm in SW Washington. You’ll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today.
In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come.
The Role
We are seeking an Onboarding Accounting Specialist to join our team! In this role, you will ensure a seamless and efficient onboarding experience for new CAS clients and lead firm-wide special initiatives that enhance client delivery, operational performance, and technology integration. You will act as the bridge between internal teams, clients, and firm leadership, making sure new client services are implemented successfully and strategic projects are executed well. Your focus will span the client onboarding experience, process innovation and implementation, project and change management, technology enablement and adoption, and cross-departmental collaboration.
Key Responsibilities
Lead all onboarding phases for new CAS clients, from kickoff to steady-state transitionCreate and manage client onboarding project plans and timelinesConduct needs assessments and tailor onboarding processes accordinglyServe as a liaison between CAS delivery teams and clients during onboardingMonitor onboarding progress and resolve roadblocksIdentify opportunities for automation and process improvement in onboarding workflowsCoordinate and execute firm-wide special projects, such as software rollouts and new service launchesDevelop onboarding SOPs, templates, and best practicesMaintain onboarding metrics and prepare regular reporting to leadershipTrain CAS team members on onboarding processes and toolsFacilitate cross-departmental collaboration for multi-service clientsSupport firm innovation initiatives through project planning and executionHelp implement new tools and systems that affect client onboarding or operational efficiencySupport Leadership in Sales Goals, Expansion, and Growth Work on Proposal workups and ensuring Engagement Letters reflect final scope
Required Qualifications
Bachelor's degree in business, accounting, or a related field3 to 5 years of experience in project management, onboarding or operationsExceptional organizational and time management skillsClear and professional communication, written and verbalHigh attention to detail and process disciplineStrong interpersonal skills to navigate cross-functional teamsComfort with ambiguity and fast-paced changeClient service orientation with a proactive mindsetQuickBooks and QuickBooks DesktopPayroll Processing and Reporting
Preferred Qualifications
Experience in a CPA firmPMP, CAPM or similar certificationFamiliarity with tools such as Bill.com, various Payroll Platforms, and moreCCH Experience
Who We Look For
A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service.
Location
At Opsahl Dawson, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. This role can be hybrid or remote.
What We Offer
Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:
Unlimited PTOMedical, Dental, Vision, & Voluntary Insurance Options401(k) MatchingAnnual Performance Bonus12 Paid HolidaysFlexible Scheduling OptionsInnovative Workplan System $500 annual Vacation IncentiveCommitment to Professional DevelopmentEquity Program Eligibility at Sr. Manager Level + top performing Managers
How To Apply
Submit your information in the application section directly below! This will include:
Basic contact informationResume/CV and optional cover letter uploadWork eligibility and compensationVoluntary demographic & self-ID questions
The annual base salary range for this role is $100,000-$125,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Skills
Accounting, Onboarding

Work arrangement
Yes