Onboarding Accountant/Bookkeeper

3 weeks ago


Scottsdale, Arizona, United States Uplinq Full time
About Uplinq

We are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. Our mission is to help real people run their businesses better.

Job Description

We are seeking an experienced Onboarding Accountant/Bookkeeper to join our team. As a key member of our onboarding process, you will be responsible for leading the onboarding of new clients and their entities, supporting the development of our onboarding processes, and interacting with high-value clients to ensure accounts are set up optimally for our bookkeeping services.

Key Responsibilities
  • Lead onboarding new clients and their entities, including running onboarding meetings, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to our bookkeeping team.
  • Support the development of our onboarding processes to ensure a frictionless client experience and an efficient internal process.
  • Interact with high-value clients to ensure accounts are set up optimally for our bookkeeping services.
  • Communicate and meet with clients to answer questions, gather information, and explain financial data if needed.
  • Collaborate with the team to create valuable technology solutions within the onboarding process.
  • Share responsibility for testing the financial feasibility of future financial goals of the product.
Requirements
  • Experience with onboarding or company setup of new bookkeeping clients.
  • 3+ years of experience with cash and accrual bookkeeping.
  • 3+ years of experience focused on public accounting for SMBs.
  • Professionalism and customer service skills.
  • Experience collaborating with product and/or software engineering teams.
  • Critical thinking and problem-solving abilities.
  • Attention to detail and ability to adopt new tools and methods quickly.
  • The ability to communicate complex data in an understandable way.
  • Exceptional organization skills.
  • Willingness to be mentored as well as mentor others.
Bonus Points
  • Experience working with tax professionals.
  • Experience at an early-stage startup.
  • Familiarity with Plaid and other financial technology solutions.
  • Experience with dashboards and data analysis.
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. Respect for your contribution to a continually improving, collaborative environment. Own your work and outcomes in a supportive professional environment. A flexible balance between work from home and in-person collaboration.



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