Senior Onboarding Accounting Specialist

Uplinq

Senior Onboarding Accounting Specialist at Uplinq guiding client onboarding through system setup and data clean-up. Managing large client portfolios with speed and exceptional communication.

Posted 6/17/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $75,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Lead daily client meetings to gather data and build trust.
Set up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems.
Compare signed proposals to actual needs; recommend scope/pricing changes.
Manage onboarding timelines, deliverables, and client expectations.
Troubleshoot issues and optimize configurations.
Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team.

Requirements

What you’ll need

4+ years in a client-facing accounting or onboarding role.
Public or multi-client accounting background
Proficient in QuickBooks Online setup and troubleshooting.
Strong background in both cash- and accrual-based accounting

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

QuickBooks Onlineaccountingtroubleshootingcash-based accountingaccrual-based accounting

Soft Skills

client managementcommunicationtrust buildingcollaborationexpectation management