Onboarding Accounting Specialist

Uplinq

Onboarding Accounting Specialist launching U.S. small-business accounts for Uplinq, an AI bookkeeping and tax automation platform.

Posted 8/6/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client-facing accounting roles, with a strong focus on QuickBooks Online setup, integration, and troubleshooting. Capable of managing multiple client relationships while ensuring accurate financial data and effective communication.

Highest-signal resume keywords

QuickBooks Online ProficiencyClient Relationship ManagementAccounting AccuracyOnboarding Process OwnershipIntegration Troubleshooting

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

AccountingCash AccountingAccrual AccountingData TroubleshootingIntegration SetupManual Data EntryFinancial Data CollectionScope DefinitionProposal ComparisonClient Onboarding

Soft Skills

Clear CommunicationBuilding TrustRapport BuildingProblem SolvingAdaptability

Tools & Technologies

UplinqQuickBooks OnlinePlaidPayroll SystemsRevenue ProcessorsInventory Systems

Industry Keywords

Client-Facing AccountingPublic AccountingMulti-Client AccountingOnboarding TimelinesAccount Risk Management

About the role

Key responsibilities & impact

Run client meetings daily to collect financial data and define scope
Build client trust by communicating clearly, delivering on commitments, and ensuring accounting accuracy
Set up and configure Uplinq and QuickBooks Online accounts
Fix integration and access issues involving Plaid, payroll, revenue processors, and inventory systems
Compare signed proposals with client needs and flag scope or pricing mismatches the same day
Manage high-volume onboarding timelines and deliverables
Escalate workload or account risks early to the manager
Troubleshoot setup and data problems using accounting judgment
Find workarounds when onboarding stalls, including manual data entry, alternate document routes, and schedule changes
Collaborate with Sales, Initialization, Accounting, and Tax to close handoff gaps
Own onboarding from start to finish and hand accounts off cleanly

Requirements

What you’ll need

Individual applicants residing in the US only
3+ years in a client-facing accounting or onboarding role
Public or multi-client accounting experience counts favorably
3+ years using QuickBooks Online daily, including setup, integrations, and troubleshooting
Desktop-only QuickBooks experience is insufficient
Solid working knowledge of cash and accrual accounting
Experience managing 15+ active client relationships simultaneously
Ability to escalate early when an account is at risk and adjust when a plan stops working
Ability to build rapport quickly and calm anxious business owners on first calls
Comfortable telling clients directly when signed scope will not cover their needs
Comfortable acknowledging and correcting mistakes

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