Individual applicants only. Must have Client Accounting Services experience. CPA preferred.
Individual applicants residing in the US only
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.
About the role
The Accounting Manager position is perfect for an experienced professional looking to further their career 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. 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 and manage a team of bookkeeping professionals who review and provide weekly bookkeeping to UPLINQ’s portfolio of clients.
- Manage team, clients, and their scope of work to ensure internal and external (i.e. tax) deadlines are met.
- Build and implement scalable bookkeeping processes that allow UPLINQ to provide high quality bookkeeping services at scale.
- Spearhead solutions with clients and step in to manage client interactions as needed (i.e. high value clients).
- Provide input to engineers and product team to ensure UPLINQ’s internal bookkeeping system and automation are being built to streamline UPLINQ’s service offerings in line with accounting standards.
- Ensure and manage the transition of high quality bookkeeping clients to the UPLINQ Tax team for tax filing, tax advisory services, and other offerings.
Qualifications
- Significant experience with start-to-end bookkeeping, including but not limited to categorization, reconciliation, AR/AP, payroll-related journals, financial statements review, and handoff to tax advisors.
- Experience hiring and scaling an accounting team.
- Experience creating and implementing accounting processes within a team (SOPs, quarterly close, monthly close).
- Experience working closely with tax advisors and tax-focused CPAs.
- Desire to approach accounting fundamentals with technology; possessing an open mind, adaptability, and excitement about UPLINQ’s vision.
- Uphold an attitude that no task is too big or too small. Demonstrate a willingness to manage some clients early on to ensure they fully understand UPLINQ’s system and that all UPLINQ clients receive quality bookkeeping.
- The ideal candidate has at least 3 years experience in Client Accounting Services, preferably in management.
- Comfortable working in a fast-paced environment with changing systems and processes.
- CPA designation is highly preferred.
- Entrepreneurial experience is highly preferred. Venture-backed start up experience is a bonus!
Skills Required
- Client Accounting Services experience
- Start-to-end bookkeeping experience, including categorization, reconciliation, AR/AP, payroll-related journals, financial statement review, and tax advisor handoff
- Experience hiring and scaling an accounting team
- Experience creating and implementing accounting processes, including SOPs and monthly and quarterly close procedures
- Experience working closely with tax advisors and tax-focused CPAs
- At least 3 years of Client Accounting Services experience
- Ability to work in a fast-paced environment with changing systems and processes
- CPA designation
- Entrepreneurial experience
- Venture-backed startup experience
- Must be an individual applicant residing in the United States
What We Do
Uplinq AI is revolutionizing bookkeeping for small businesses through advanced artificial intelligence. Our platform eliminates the complexity and time-drain of financial management, allowing entrepreneurs and small business owners to focus on what matters most—growing their business. Designed specifically with small businesses in mind, Uplinq AI seamlessly integrates with existing financial systems to automate data entry, categorize transactions with remarkable accuracy, and identify potential tax savings that are often overlooked. We understand the unique challenges that small businesses face when managing finances with limited resources and expertise. Our solution delivers: - Automated bookkeeping that saves hours of manual work each week - Enhanced accuracy in financial reporting and tax preparation - Small-business-friendly pricing without sacrificing powerful features - Real-time financial insights for informed decision-making - Simple integration with popular accounting software - Specialized support for small business tax requirements - Bank-level security protecting your sensitive financial data Uplinq AI transforms the burden of bookkeeping into a strategic advantage. Our intelligent system grows with your business, adapting to your changing financial patterns and requirements. Join thousands of small businesses that have discovered how Uplinq AI's intelligent bookkeeping solution can reduce costs, improve compliance, and provide clarity in financial management. Experience the future of intelligent bookkeeping—designed specifically for small business success.
