Senior Onboarding Accountant

Senior Onboarding Accountant

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 the books so they can focus on running their businesses. We're redefining what modern accounting support looks likeand 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 Onboarding Accountant, you'll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you'll play a critical role in preparing clients for a smooth transition into ongoing services.

What You'll Do

• Design and implement streamlined Chart of Accounts and bookkeeping setups.
• Clean up and reclassify historical transactions to ensure accurate financial records.
• Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
• Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
• Troubleshoot QuickBooks Online issues and manage third-party app integrations.
• Meet with clients to gather context, resolve questions, and communicate progress.
• Collaborate cross-functionally to transition clients into ongoing bookkeeping services.

Qualifications

Why Join Us