Client Accounting Specialist

Uplinq

Client Accounting Specialist at Uplinq managing client bookkeeping and accounting. Ensuring historical financial data is accurate, complete, and tax-ready while implementing streamlined processes and setups.

Posted 4/17/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingreconciliationcleanupBalance Sheet tie-outyear-end workpaperstax preparationChart of Accounts designbookkeepingtransaction reclassificationfinancial data accuracy

Soft Skills

client-facing communicationproblem-solvingcollaborationownershipattention to detail