Onboarding Accounting Team Lead
1 day ago
This position involves working on the Initialization Team, where you will be part of the Uplinq Onboarding Department. Your primary focus will be to collaborate with the Onboarding Specialists to provide initial bookkeeping to clients; create, document, and execute on bookkeeping SOPs; and handoff clients to the maintenance bookkeeping team.
As an Onboarding Accounting Specialist, you will work closely with the Initialization Team to ensure seamless integration of new clients into our bookkeeping systems. You will lead troubleshooting initiatives within QuickBooks Online, enhancing functionality and user experience. Your critical thinking and problem-solving abilities will be applied to analyze and rectify any bookkeeping issues.
The ideal candidate will have public accounting experience, working with a variety of small businesses to provide bookkeeping and financial reporting. They should possess robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently.
Key Responsibilities:
- Design and implement comprehensive setups for new clients, ensuring seamless integration with Uplinq's bookkeeping systems.
- Collaborate with high-value clients to refine and tailor accounting services, ensuring client satisfaction and operational excellence.
- Develop strategic action plans for extensive accounting projects, setting benchmarks for timeliness and quality.
Requirements:
- 3+ 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.
- A Bachelors degree in business, accounting, or related fields.
About Uplinq Onboarding
At Uplinq, our onboarding team consists of seasoned professionals in accounting and financial operations functioning to onboard customers and initialize their bookkeeping. Team members are dedicated and detail-oriented accountants working on either the onboarding team or the initialization team to enhance the efficiency and accuracy of our bookkeeping operations, focusing on our AI-driven bookkeeping and tax products.
We Offer:
- A remote work policy that caters to modern professional needs while maintaining team cohesion and effectiveness.
- A dynamic, innovative environment where creativity and problem-solving are at the core of what we do.
- Unique growth and career opportunities as the company is poised to scale rapidly.
The estimated salary for this position is $65,000 - $75,000 per year.
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