Client Accounting Specialist
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Job Description
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.
Responsibilities:
- 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:
- 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:
- 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
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