
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.
🔥 8 minutes ago
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧾 Accounting Manager
🦅 H1B Visa Sponsor
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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.
• Lead and manage a team of bookkeeping professionals reviewing and providing weekly bookkeeping to UPLINQ’s portfolio of clients • Manage the team, clients, and scope of work to ensure internal and external, including tax, deadlines are met • Build and implement scalable bookkeeping processes to deliver high-quality bookkeeping services at scale • Spearhead client solutions and manage client interactions as needed, including for high-value clients • Provide input to engineering and product teams so the internal bookkeeping system and automation streamline service offerings in line with accounting standards • Manage the transition of high-quality bookkeeping clients to the UPLINQ Tax team for tax filing, tax advisory services, and other offerings • Manage some clients early on to ensure they understand UPLINQ’s system and receive quality bookkeeping
• Individual applicants only • Must have Client Accounting Services experience • Individual applicants must reside in the United States • Significant experience with start-to-end bookkeeping, including categorization, reconciliation, AR/AP, payroll-related journals, financial statement review, and handoff to tax advisors • Experience hiring and scaling an accounting team • Experience creating and implementing accounting processes within a team, including SOPs, quarterly close, and monthly close • Experience working closely with tax advisors and tax-focused CPAs • Open-mindedness, adaptability, and excitement about applying technology to accounting fundamentals • Willingness to manage some clients early on to ensure they understand UPLINQ’s system and receive quality bookkeeping • At least 3 years of experience in Client Accounting Services, preferably in management • Comfortable working in a fast-paced environment with changing systems and processes • CPA designation is highly preferred • Entrepreneurial experience is highly preferred • Venture-backed startup experience is a bonus
• Dynamic, growing work environment • Tight-knit, supportive team environment • Open communication and collaborative culture • Fun at work • Remote work
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