About Uplinq
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses.
We’re redefining what modern accounting support looks like—and we’re looking for detail-oriented, curious, and accountable professionals to join our growing team.
Individual applicants residing in the US only
About the role
As a Senior Accounting Specialist at Uplinq, you’ll serve as the accounting lead for a portfolio of complex clients. You’ll handle advanced accounting tasks, build and maintain standard operating procedures (SOPs), and serve as a quality reviewer and mentor for junior Accounting Specialists. This role requires strong technical skills, judgment, and the ability to lead client conversations confidently.
What you'll do
- Own month-end close and financial reporting for complex client accounts using QuickBooks Online (QBO) and Uplinq’s proprietary accounting system.
- Prepare and document advanced journal entries.
- Handle job costing, inventory tracking, and class/location-based reporting as needed.
- Manage and troubleshoot third-party integrations.
- Build and maintain client-specific SOPs, documentation, and QBO workflows.
- Serve as the main point of contact for clients—leading calls, owning relationships, and resolving escalations.
- Review junior team members’ work and provide clear, constructive feedback.
Qualifications
- 5+ years of small business or firm-based accounting experience
- Advanced Knowledge in 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 abilities
- Confident communicator who can lead client meetings and explain financials clearly
- Competitive pay + 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
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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.
