Job Description

Job Title: Accounting Deep Dive Specialist (Onboarding Team)
Location: Noida
Department: Client Onboarding
Reports to: Client Success Manager
Employment Type: Full-time Role
Overview The Accounting Deep Dive Specialist plays a critical role in the client onboarding process, acting as a forensic accountant and system configurator to ensure the accuracy, completeness, and readiness of a client s accounting environment. You ll be responsible for conducting a comprehensive review of historical accounting, identifying clean-up and catch-up needs, and establishing best-practice processes going forward. Your work sets the foundation for long-term client success with our firm. Key Responsibilities 1. Deep Dive Review & Analysis Lead the Accounting Deep Dive for newly onboarded clients. Investigate historical entries and accounting practices to identify discrepancies, errors, or unusual entries. Assess and document the client s historical accounting processes and systems. Identify the clean-up and catch-up period required for accurate financial reporting. 2. Documentation & Deliverables Prepare and maintain internal and client-facing Deep Dive files (e.g. Action Tracker, CLM, SOPs). Create detailed action items with specific ownership and deadlines for both internal teams and clients. Prepare and revise the Chart of Accounts, including exports, trial balances, and suggestions for account changes. Produce and maintain high-quality documentation using provided templates, ensuring brand consistency and clarity. 3. Client Communication Participate in client calls to review findings, clarify discrepancies, and finalize agreed-upon processes. Translate technical accounting insights into clear, client-friendly documentation and tasks. Collaborate closely with clients to gather missing information, resolve issues, and confirm next steps. 4. Tech Stack Configuration Configure elements of the client s accounting ecosystem, including: Sales tax modules (e.g. QBO, Xero) Bank and credit card account integrations Rules in tools like Dext, Plooto, or Hubdoc Ensure proper categorization, default settings, and user permissions per SOP standards. 5. Hando & Process Documentation Finalize and document future-state accounting processes in the client s SOP and KYC files. Ensure a clean transition to the ongoing bookkeeping or finance team by clearly documenting all decisions, workflows, and tool configurations. Qualifications & Skills 3 5 years of experience in accounting, bookkeeping, or financial operations. Strong understanding of GAAP and cloud-based accounting software (QBO/Xero). Experience in client onboarding, process documentation, and systems configuration is a major plus. Ability to interpret and assess financial statements, trial balances, and general ledger transactions. Strong attention to detail with excellent analytical and problem-solving skills. Clear, concise, and professional written and verbal communication. Comfortable navigating and documenting complex workflows. High proficiency in Google Workspace, Excel/Sheets, and task/project management tools (Karbon, Asana, ClickUp, etc.). Bonus Points Experience working in an accounting firm or client services environment. Familiarity with Dext, Plooto, Hubdoc, Ignition, or similar client tech stacks. Prior experience designing or reviewing a Chart of Accounts. Understanding of tax modules and compliance requirements across provinces/states.