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

• 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.
• Mentor and train junior Accounting Specialists as a Senior Accounting Specialist. You will have opportunities to teach higher-level accounting skills, resolution of complex bookkeeping issues, and train team members in various software applications and processes to enhance their proficiency and effectiveness in their roles.

Qualifications

• Adept at configuring and optimizing setups for Uplinq’s bookkeeping services, completing monthly and quarterly reviews and closes, and can troubleshoot any accounting issue that may arise.
• Possesses robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently.
• Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services.
• Leads and supports a team in bookkeeping tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation.
• Skilled in transitioning companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists.
• Excels in communication, able to clearly convey and explain intricate accounting data to clients as needed.
• Extensive experience completing month-end and year-end close process to ensure timely close of financial statements.
• Has 5+ years in both cash and accrual based accounting, with a preference for those with multi-client experience. Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance is essential.
• is 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.