As an Onboarding Accounting Specialist, you'll assist new clients in setting up their accounts, manage onboarding timelines, and provide troubleshooting support while ensuring client needs are met accurately and efficiently.
About Uplinq
Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control.
We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced.
Individual applicants residing in the US only
About the role
As an Onboarding Accounting Specialist, you’ll be the first point of contact for new clients—guiding them through system setup, data clean-up, and preparing their accounts for ongoing success. This is a client-facing, high-touch role that requires exceptional communication skills, strong accounting knowledge, and the ability to manage a large portfolio with speed and accuracy.
What you'll do
- 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.
Qualifications
- 2+ 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
Why Join Us
- 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
Similar Jobs
Information Technology • Software • Financial Services • Big Data Analytics
Global Quantitative Researchers at Citadel leverage advanced statistical and quantitative techniques to drive investment strategies and optimize portfolios.
Top Skills:
C++Python
Digital Media • Information Technology • News + Entertainment
Full‑stack .NET developer responsible for writing, maintaining and optimizing code, designing APIs and system architecture, implementing unit/integration tests, supporting deployments, troubleshooting performance issues, and collaborating with QA and stakeholders. May work variable hours including nights/weekends.
Top Skills:
AjaxAngularAsp.NetBootstrapperC#Continuous IntegrationCSSEntity FrameworkGitHTMLIisIocJavaJavaScriptJqueryJSONLinqMvc 5Net Core 2.0Net FrameworkOrmSalesforce Experience CloudSap AbapSQL ServerTfsTypescriptVb.NetVisual StudioWeb ApiXML
Digital Media • Information Technology • News + Entertainment
Design, build, test, and deploy scalable Salesforce solutions across multi-cloud environments using Apex, LWC, Visualforce, declarative tools and integrations (MuleSoft/REST/SOAP). Lead configuration, data modeling, CI/CD, code reviews, troubleshooting, and Agile delivery while mentoring junior engineers and supporting platform governance and long-term architectural alignment.
Top Skills:
ApexCi/CdCopadoCSSFlowsGitHTMLJavaScriptLightning App BuilderLightning Web Components (Lwc)Media CloudMulesoftRest ApisSales CloudSalesforce Experience CloudService CloudSoap ApisSOQLSoslVisualforce
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
