Accounting Specialist

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🕒 April 17

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Uplinq

51 - 200 employees

Founded 2020

☁️ SaaS

🤖 Artificial Intelligence

💳 Fintech

SaaS • Artificial Intelligence • Fintech

Uplinq is an AI-powered bookkeeping and tax automation company that provides a SaaS platform combining proprietary large-language-model-based automation with human oversight to deliver up-to-date bookkeeping, tax compliance, tax strategy and catch-up services for small and growing businesses. The platform syncs with financial accounts and tools like QuickBooks to automate expense categorization, transaction management and on-demand reporting, aiming to reduce manual accounting work and improve tax outcomes. Uplinq recently raised a $10M Series A to accelerate development of its AI bookkeeping product.

📋 Description

• Manage monthly bookkeeping for multiple clients using QuickBooks Online (QBO) and Uplinq’s proprietary accounting system. • Maintain accurate ledgers with proper coding, reconciliations, and journal entries. • Process bank/credit card reconciliations, AP, AR, and payroll entries. • Prepare and review monthly financial reports for accuracy and tax readiness. • Flag issues like uncategorized transactions or unusual balances. • Upload and document supporting materials for all journal entries and financial records. • Keep client records, SOPs, and internal notes up to date.

🎯 Requirements

• 4+ years of bookkeeping or accounting experience, ideally in a multi-client firm • Proficiency in QuickBooks Online • Strong grasp of GAAP, cash/accrual accounting, and financial statements • Detail-oriented with a commitment to accurate, clean books • Clear communicator, both written and verbal

🏖️ Benefits

• 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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