Client Onboarding Specialist
Client Onboarding & Administrative Specialist (100% Remote)
Join a fast-growing, cloud-based public accounting and tax firm
We’re a modern, fully remote public accounting firm on an exciting growth trajectory—and we’re looking for a detail-oriented, client-focused professional to become the backbone of our onboarding and administrative operations.
With a tight-knit team of 20–25 professionals and ambitious expansion plans, this is a unique opportunity to step into a high-impact role where your work directly shapes the client experience from day one.
About the Role
As our Client Onboarding & Administrative Specialist, you’ll be the first point of contact for new clients and a key internal coordinator. You’ll ensure a smooth, professional, and welcoming onboarding experience while keeping our internal processes organized and efficient.
This is not a passive admin role—you’ll be a central player in a fast-moving, tech-driven environment.
What You’ll Do
- Lead and manage the end-to-end client onboarding process
- Serve as a primary point of contact for new clients during setup
- Coordinate with tax professionals to gather documents and information
- Maintain and improve onboarding workflows and systems
- Manage client records, databases, and internal documentation
- Assist with scheduling, communications, and general administrative support
- Identify opportunities to streamline processes as the firm scales
What We’re Looking For
- 2+ years in an administrative, client service, or onboarding role (professional services experience is a plus)
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Comfort working in a fully remote, cloud-based environment
- Tech-savvy mindset (experience with CRM systems, document management tools, and workflow platforms preferred)
- Ability to manage multiple priorities and adapt in a fast-growing firm
Why Join Us?
- 100% remote—work from anywhere
- Be part of a high-growth firm where your contributions truly matter
- Collaborative, supportive team culture with direct access to leadership
- Opportunity to help build and refine processes from the ground up
- Competitive compensation and room for growth as the firm expands
If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/