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.
Senior Accounting SpecialistIndividual applicants residing in the US only
About the roleAs a Senior Accounting Specialist at Uplinq, you'll own the accounting relationship for a portfolio of complex clients — leading the close, leading the calls, and making the judgment calls that keep the books right. You'll also review the work of junior Accounting Specialists and give them the kind of feedback that makes them better next month, not just this month. This role is built for someone who wants both the technical depth and the responsibility of being the person a client and a junior teammate can count on.
What you'll doClient ownership- Own month-end close and financial reporting for a portfolio of complex clients using QuickBooks Online (QBO) and Uplinq's proprietary accounting system.
- Serve as the main point of contact for your clients — leading calls, owning the relationship, and resolving escalations directly.
- Handle job costing, inventory tracking, and class/location-based reporting as needed.
- Manage and troubleshoot third-party integrations.
Technical accounting
- Prepare and document advanced journal entries.
- Apply full-cycle accrual accounting and GAAP principles across a range of client industries and entity types.
- Build and maintain client-specific SOPs, documentation, and QBO workflows.
Review and mentorship
- Review junior Accounting Specialists' work on a recurring basis and provide clear, specific, written feedback.
- Act as a technical resource junior staff can bring questions to before an error becomes a client-facing problem.
- 5+ years of small business or firm-based accounting experience.
- Experience reviewing or overseeing the work of other accountants — this is a core part of the role, not an occasional task.
- Advanced knowledge of QuickBooks Online.
- Strong knowledge of full-cycle accrual accounting and GAAP principles.
- Experience with job costing, inventory, and class/location reporting.
- Skilled in managing third-party integrations.
- Documentation and workflow-mapping ability.
- Confident communicator who can lead client meetings and explain financials clearly, without relying on a manager to translate.
Why join us
- Competitive pay plus health, dental, vision, 401(k), and life insurance.
- Remote-first and flexible work culture.
- Clear path for career growth in a fast-growing firm.
- Modern tech stack and automation-first mindset.
- Supportive, collaborative team with strong systems and documentation.
Skills Required
- Individual applicant residing in the US
- 5+ years of small business or firm-based accounting experience
- Experience reviewing or overseeing the work of other accountants
- Advanced knowledge of QuickBooks Online
- Strong knowledge of full-cycle accrual accounting and GAAP principles
- Experience with job costing, inventory, and class/location reporting
- Skilled in managing third-party integrations
- Documentation and workflow-mapping ability
- Confident communicator who can lead client meetings and explain financials
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.
