Senior Accounting Onboarding Specialist

Uplinq

Senior accounting onboarding specialist launching and troubleshooting small-business accounts for Uplinq’s AI bookkeeping and tax automation platform. Overseeing junior specialists and coordinating clean client handoffs.

Posted 8/6/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in client-facing accounting roles, particularly with QuickBooks Online, and possesses strong technical accounting knowledge. Capable of managing multiple client relationships while providing effective coaching and oversight to junior specialists.

Highest-signal resume keywords

QuickBooks Online ExpertiseClient Relationship ManagementTechnical Accounting KnowledgeOnboarding Process ManagementCoaching and Feedback

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting JudgmentCash AccountingAccrual AccountingTroubleshootingIntegration ManagementProposal VerificationData Problem ResolutionClient Needs AssessmentOnboarding Task DelegationComplex Accounting Issue Resolution

Soft Skills

Building RapportClear CommunicationProblem-SolvingAdaptabilityCoaching

Tools & Technologies

UplinqQuickBooks OnlinePlaidPayroll SystemsRevenue ProcessorsInventory Systems

Industry Keywords

Client-Facing AccountingPublic AccountingMulti-Client AccountingOnboardingSales Experience

About the role

Key responsibilities & impact

Run daily client meetings to collect financial data and define scope
Set up and configure Uplinq and QuickBooks Online accounts
Resolve Plaid, payroll, revenue processor, inventory system, integration, and access issues
Verify signed proposals against client needs and flag scope or pricing mismatches
Manage a high volume of concurrent onboarding timelines and deliverables
Proactively escalate workload or account risks to the manager
Follow up with clients to obtain missing documents
Troubleshoot setup and data problems using accounting judgment
Handle complex accounting issues and messy books
Find practical workarounds when onboarding stalls
Review junior Onboarding Specialists' work and provide actionable feedback
Coach junior specialists and prevent problems from becoming client-facing
Delegate onboarding tasks while remaining accountable for results
Identify clients who need additional services and recommend suitable Uplinq services
Collaborate with Sales, Initialization, Accounting, and Tax to close handoff gaps
Own onboarding through completion and hand accounts off cleanly

Requirements

What you’ll need

Individual applicants must reside in the United States
6+ years in a client-facing accounting or onboarding role
Experience at Senior Associate level or above in a public or multi-client accounting firm
6+ years using QuickBooks Online daily, including setup, integrations, and troubleshooting
QuickBooks Online experience required; desktop-only experience is insufficient
Deep technical accounting knowledge
Strong working knowledge of cash and accrual accounting
Experience reviewing or overseeing other accountants' work
Experience managing 25+ active client relationships simultaneously
Ability to escalate risks early and adjust when plans stop working
Ability to build rapport quickly and calm anxious business owners
Ability to explain information clearly to clients
Comfort telling clients when signed scope does not cover their needs
Willingness to acknowledge mistakes and adjust working methods
Ability to identify when clients need additional services and raise the matter with them
Formal sales experience is optional

Benefits

Comp & perks

Competitive pay
Health insurance
Dental insurance
Vision insurance
401(k)
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