Senior Accountant

3 weeks ago


Scottsdale, Arizona, United States Uplinq Full time
About Uplinq

Uplinq is a cutting-edge technology company that's revolutionizing the way businesses manage their bookkeeping, accounting, and tax. We're a team of high-capacity, highly skilled professionals who work hard and balance it with fun and family. If you're looking to build something meaningful and grow professionally, join us

Job Description

We're seeking a Senior Accountant to join our team and 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. You'll further develop UPLINQ's onboarding processes to ensure an frictionless client experience and an efficient internal process.

Responsibilities
  • Lead onboarding new clients and their entity(s)
  • Develop and improve UPLINQ's onboarding processes
  • 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
Requirements
  • 5+ years of experience with cash and accrual bookkeeping
  • 3+ years of experience in public accounting for SMBs
  • Professionalism and customer service skills
  • Experience collaborating with product and/or software engineering teams
  • Critical thinking and problem solving abilities
Why Choose Uplinq
  • Work to build something you actually believe in and solve problems creatively
  • Unique growth and career opportunities of an organization that will scale rapidly
  • Apply critical thinking and explore solutions, no assembly line development

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