93 applicants

Company

Uplinq · 2 days ago

Onboarding Accounting Specialist

Scottsdale, AZ

Full-time

Remote

Mid Level

$60K/yr - $70K/yr

3+ years exp

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Responsibilities

Work closely with the Onboarding Specialists to provide initial bookkeeping to clients

Create, document, and execute on bookkeeping SOPs

Handoff clients to the maintenance bookkeeping team

Handle a portion of Catch Up bookkeeping

Enjoy complex accounting and data scenarios, including solving how to integrate external data and systems into a client’s accounting system

Engage effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services

Lead and support a team in bookkeeping tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation

Transition companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists

Excels in communication, able to clearly convey and explain intricate accounting data to clients as needed

Drive continuous improvement in Uplinq’s automated bookkeeping systems and contribute to our business intelligence solutions

Design and implement comprehensive setups for new clients, ensuring seamless integration with Uplinq’s bookkeeping systems

Lead troubleshooting initiatives within QuickBooks Online, enhancing functionality and user experience

Analyze and rectify any bookkeeping issues, identifying discrepancies and devising action plans

Develop strategic action plans for extensive accounting projects, setting benchmarks for timeliness and quality

Collaborate on high-level client interactions to refine and tailor accounting services, ensuring client satisfaction and operational excellence

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Public accounting experienceFinancial statement preparationU.S. GAAP complianceCashAccrual accountingClient engagementQuickBooks Online troubleshootingDegree in accountingBookkeeping SOPsData integrationTeam leadership in bookkeeping

Required

Enjoys complex accounting and data scenarios, including solving how to integrate external data and systems into a client’s accounting system.

Has public accounting experience, working with a variety of small businesses to provide bookkeeping and financial reporting.

Possesses robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently.

Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services.

Leads and supports a team in bookkeeping tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation.

Is skilled in transitioning companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists.

Excels in communication, able to clearly convey and explain intricate accounting data to clients as needed.

Has 3+ years in both cash and accrual based accounting, with a preference for those with multi-client experience.

Has expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance is essential.

Is eager to drive continuous improvement in Uplinq’s automated bookkeeping systems and contribute to our business intelligence solutions.