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

The Onboarding Senior Accountant position is perfect for someone looking to develop as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and prestigious machine learning experience, Uplinq can offer incredible mentorship and learning opportunities that can't be found in many other places. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.

What you'll do

• Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ’s platform, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to UPLINQ’s bookkeeping team
• Further develop UPLINQ’s onboarding processes to ensure an frictionless client experience and an efficient internal process
• Interact with high-value clients to ensure accounts are setup optimally for UPLINQ’s bookkeeping services
• Communicate and meet with clients to answer questions, gather information, and explain financial data if needed
• Collaborate with the engineering team to create valuable technology solutions within the onboarding process
• Share responsibility for testing the financial feasibility of future financial goals of the product

Qualifications

• Experience with onboarding or company setup of new bookkeeping clients
• 5+ years of experience with cash and accrual bookkeeping
• 3+ years of experience should be focused on public accounting for SMBs
• • You likely have experience similar to a Senior Accountant at a public accounting firm
• Professionalism and customer service skills
• Experience collaborating with product and/or software engineering teams
• Critical thinking and problem solving abilities — you are comfortable working with the unknown, learning, and solving bookkeeping challenges. You could look at any set of books and identify issues, create an action plan to solve them and execute or oversee the action plan
• Experienced and comfortable working in fast-paced environments and have the business acumen to take complex data and simplify it for company owners. Attention to detail & ability to adopt new tools and methods quickly
• The ability to communicate complex data in an understandable way
• Exceptional organization skills
• Willing to be mentored as well as mentor others

Bonus:

• You have experience working with tax professionals
• You have experience at an early stage startup
• You are familiar with Plaid and other financial technology solutions
• You have experience with dashboards and data analysis

Education

• Bachelor’s degree in business, accounting, math, finance, or economics is highly preferred
• Open to candidates without a formal education in the areas listed above, but with significant accounting experience. Please highlight this in the application questions and your resume or cover letter

Experience

• 5+ years experience in public accounting or finance, managing accounting and financial operations
• Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly