Client Accounting Specialist

Job not on LinkedIn

🕒 April 17

🇺🇸 United States – Remote

💵 $70k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧾 Accounting Manager

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Uplinq

WebsiteLinkedInAll Job Openings

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

• Take ownership of catch-up and clean-up accounting for new clients during onboarding • Ensure that historical financial data is accurate, complete, and tax-ready • Untangle messy books to resolve reconciliation issues and standardize processes • 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

🎯 Requirements

• 5+ years of accounting experience (cash & accrual) • Public or multi-client accounting background • Strong reconciliation, cleanup, and Balance Sheet tie-out skills • Advanced QuickBooks Online and third-party app experience • Proficient in year-end workpapers and tax prep support • Comfortable with client-facing communication

🏖️ 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