Uplinq

Client Accounting Specialist

Uplinq

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 - $85,000 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accountingreconciliationcleanupBalance Sheet tie-outyear-end workpaperstax preparationChart of Accounts designbookkeepingtransaction reclassificationfinancial data accuracy
Soft Skills
client-facing communicationproblem-solvingcollaborationownershipattention to detail