Treewalk logo
Treewalk

Outsourced accounting & advisory solutions for growing companies.

Client Integration Lead – Accounting Services

Accounting ManagerAccounting ManagerFull TimeRemoteSeniorTeam 51-200Since 2016H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

66 days ago

Salary

$70K - $85K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglishCloud

Job Description

Client Integration Lead – Accounting Services

Treewalk

• Own the onboarding experience for new clients, ensuring a seamless, timely transition onto Treewalk’s accounting systems and processes. • Set clear expectations and deliverables with clients, creating a tailored onboarding plan and sharing regular updates. • Identify and resolve onboarding challenges, including hands-on cleanup of accounting records when needed. • Understand each client’s business deeply, assess internal resourcing, and define long-term deliverables and success metrics. • Build customized workflows that meet client needs while aligning with Treewalk’s best practice, partnering with our AI Solutions team to implement and optimize automation tools for each client. • Lead the onboarding team, managing priorities and timelines while offering feedback and support. • Collect and act on client feedback, continuously improving satisfaction and engagement during the onboarding phase. • Continuously improve internal onboarding processes and tools to support scale and efficiency across the firm.

Job Requirements

  • 3+ years of accounting experience; CPA designation is an asset but not required.
  • Strong understanding of bookkeeping, internal finance processes, and month-end deliverables.
  • Experience with cloud-based tools such as QuickBooks, Xero, Dext, Plooto, and others.
  • A proactive, solutions-oriented mindset—you love problem-solving and improving systems.
  • Outstanding client-facing skills and a track record of delivering high-touch service.
  • Excellent verbal and written communication skills; confident leading client conversations.
  • Curiosity and follow-through—you dig into the details and ensure nothing falls through the cracks.
  • Experience managing projects or teams is a strong asset.

Benefits

  • We will cover your annual dues, and professional development courses. Better yet, we do not have a claw back policy - if you decide to leave Treewalk at any point, we will never ask for that money back.
  • We’re flexible – we treat our team members like professionals and give them autonomy to exercise their judgment and manage their schedules as they see fit. Get that workout in, run those errands – we trust you to manage your workload and meet those deadlines.
  • We’ve got you covered from Day 1 - your extended healthcare and maternity leave benefits kick in on your first day of work!

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