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 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

• Design and implement comprehensive setups for new clients, ensuring seamless integration with Uplinq’s bookkeeping systems.
• Lead troubleshooting initiatives within QuickBooks Online, enhancing functionality and user experience.
• 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.
• Develop strategic action plans for extensive accounting projects, setting benchmarks for timeliness and quality.
• Collaborate on high-level client interactions to refine and tailor accounting services, ensuring client satisfaction and operational excellence.

Qualifications

• Possesses substantial experience in handling bookkeeping tasks, including categorization, job costing, reconciliation, etc.
• Adept at full-charge bookkeeping and using advanced accounting tools and systems such as, POS system (setup), QuickBooks Online (QBO) integration, and accounts receivable/payable work.
• Has minimum 3 years in both cash and accrual based accounting with multi-client experience.
• Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance is essential.
• Supports regular reviews, month-end close, year-end close process, and other critical client lifecycle events.
• Strong communication skills to interact with clients, answer questions, gather information, and explain bookkeeping data clearly.
• Eager to drive continuous improvement in Uplinq’s automated bookkeeping systems and contribute to our business intelligence solutions.
• Preferably has a Bachelor’s degree in business, accounting, or related fields.