Job Description

Individual applicants only. Must have Client Accounting Services experience. CPA preferred.

Individual applicants residing in the US only

About Uplinq

At Uplinq we are redefining how businesses manage bookkeeping, accounting, and tax through the power of data, machine learning, and expert insights. As technology enthusiasts, we are committed to delivering exceptional digital solutions that align with our customer's business goals. We are looking for others who want a dynamic, growing work environment to join us.

A tight-knit team including CPAs, bookkeepers, tax professionals, engineers, product designers, and marketers make Uplinq successful. We support each other, communicate openly, have fun at work, and all believe in Uplinq’s mission to help real people run their businesses better.

About the role

The Accounting Manager position is perfect for an experienced professional looking to further their career as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and prestigious machine learning experience. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.

What you'll do

• Lead and manage a team of bookkeeping professionals who review and provide weekly bookkeeping to UPLINQ’s portfolio of clients.
• Manage team, clients, and their scope of work to ensure internal and external (i.e. tax) deadlines are met.
• Build and implement scalable bookkeeping processes that allow UPLINQ to provide high quality bookkeeping services at scale.
• Spearhead solutions with clients and step in to manage client interactions as needed (i.e. high value clients).
• Provide input to engineers and product team to ensure UPLINQ’s internal bookkeeping system and automation are being built to streamline UPLINQ’s service offerings in line with accounting standards.
• Ensure and manage the transition of high quality bookkeeping clients to the UPLINQ Tax team for tax filing, tax advisory services, and other offerings.

Qualifications

• Significant experience with start-to-end bookkeeping, including but not limited to categorization, reconciliation, AR/AP, payroll-related journals, financial statements review, and handoff to tax advisors.
• Experience hiring and scaling an accounting team.
• Experience creating and implementing accounting processes within a team (SOPs, quarterly close, monthly close).
• Experience working closely with tax advisors and tax-focused CPAs.
• Desire to approach accounting fundamentals with technology; possessing an open mind, adaptability, and excitement about UPLINQ’s vision.
• Uphold an attitude that no task is too big or too small. Demonstrate a willingness to manage some clients early on to ensure they fully understand UPLINQ’s system and that all UPLINQ clients receive quality bookkeeping.
• The ideal candidate has at least 3 years experience in Client Accounting Services, preferably in management.
• Comfortable working in a fast-paced environment with changing systems and processes.
• CPA designation is highly preferred.
• Entrepreneurial experience is highly preferred. Venture-backed start up experience is a bonus!