Accounting Specialist, Onboarding

3 weeks ago


Scottsdale, Arizona, United States Uplinq Full time
About Uplinq

We are a dynamic and innovative company building software to automate bookkeeping and tax for small businesses. Our mission is to help real people run their businesses better.

Our team consists of seasoned professionals in accounting and financial operations who work together to onboard customers and initialize their bookkeeping. We are dedicated to delivering high-quality services and ensuring seamless operations through close interactions with both internal stakeholders and clients.

About the Role

This Onboarding Accounting Specialist will work on the Initialization Team, collaborating closely with the Onboarding Specialists to provide initial bookkeeping to clients. The primary focus will be to create, document, and execute on bookkeeping SOPs, and handoff clients to the maintenance bookkeeping team.

This role is perfect for someone who thrives in a dynamic environment and is looking to make a significant impact in the fintech industry. If you're ready to leverage your accounting expertise in a setting that values and promotes proactive problem-solving and high-quality outcomes, Uplinq is looking for you.

Key Responsibilities
  • 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.
  • 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.
Requirements
  • 3+ years of experience in both cash and accrual-based accounting.
  • Public accounting experience, working with a variety of small businesses to provide bookkeeping and financial reporting.
  • Robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently.
  • Excellent communication skills, able to clearly convey and explain intricate accounting data to clients as needed.
  • U.S. GAAP compliance is essential.
About Uplinq Onboarding

At Uplinq, our onboarding team consists of seasoned professionals in accounting and financial operations who work together to onboard customers and initialize their bookkeeping. We are dedicated to delivering high-quality services and ensuring seamless operations through close interactions with both internal stakeholders and clients.

Choosing Uplinq means committing to an organization where creativity and problem-solving are at the core of what we do. Here, you will work on meaningful projects that you believe in, within a product-led, agile framework that respects and values your contributions. Uplinq offers unique growth and career opportunities as the company is poised to scale rapidly.



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