About Uplinq

At Uplinq we are redefining how businesses manage bookkeeping, accounting, and tax through the power of data, machine learning, and expert insights. As technology enthusiasts, we are committed to delivering exceptional digital solutions that align with our customer's business goals. We are looking for others who want a dynamic, growing work environment to join us.

A tight-knit team including CPAs, bookkeepers, tax professionals, engineers, product designers, and marketers make Uplinq successful. We support each other, communicate openly, have fun at work, and all believe in Uplinq’s mission to help real people run their businesses better.

Individual applicants residing in the US only

About the role

Our accounting team is seeking a dedicated and detail-oriented Senior Accounting Specialist to enhance the efficiency and accuracy of our bookkeeping operations, focusing on our AI-driven bookkeeping and tax products. This role involves managing comprehensive accounting tasks and ensuring seamless operations through close interactions with both internal stakeholders and clients.

What you'll do

• Implement comprehensive setups for new clients, ensuring seamless integration with Uplinq’s bookkeeping systems.
• Apply your critical thinking and problem-solving abilities to analyze and rectify any bookkeeping issues. This includes identifying discrepancies in a set of books, devising a comprehensive action plan to address these issues, and either executing the plan yourself or overseeing its implementation to ensure accurate and efficient outcomes.
• Collaborate on high-level client interactions to refine and tailor accounting services, ensuring client satisfaction and operational excellence.
• Collaborate with Senior Accounting Specialists on the team.

Qualifications

• Transaction Categorization Innovation: Partnered with our technology team to design and implement a cutting-edge tool that automates and refines transaction categorization, significantly streamlining accounting processes.
• Client Dashboard Development: Developed a comprehensive client dashboard providing a detailed overview of bookkeeping health with actionable insights, empowering clients in their financial decision-making.
• Closing Management System: Built from scratch, our internal closing management tool and process ensure efficient and accurate end-of-period financial adjustments, improving reliability and timeliness.
• Sophisticated Troubleshooting SOPs: Formulated advanced standard operating procedures for troubleshooting third-party data source issues, maintaining consistent data integrity and operational continuity.