[Remote] Senior Onboarding Accounting Specialist

Note: The job is a remote job and is open to candidates in USA. Uplinq is an AI-powered bookkeeping and tax automation platform for small business owners. They are seeking a Senior Onboarding Accounting Specialist to guide new clients through system setup and ensure their accounts are prepared for success.ResponsibilitiesLead daily client meetings to gather data and build trustSet up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systemsCompare signed proposals to actual needs; recommend scope/pricing changesManage onboarding timelines, deliverables, and client expectationsTroubleshoot issues and optimize configurationsCollaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists teamSkills4+ years in a client-facing accounting or onboarding rolePublic or multi-client accounting backgroundProficient in QuickBooks Online setup and troubleshootingStrong background in both cash- and accrual-based accountingBenefitsCompetitive pay + health, dental, vision, 401(k), and life insuranceRemote-first and flexible work cultureClear path for career growth in a fast-growing firmModern tech stack and automation-first mindsetSupportive, collaborative team with strong systems and documentationCompany OverviewUplinq provides an AI-integrated platform that automates bookkeeping and tax workflows for small businesses. It was founded in 2020, and is headquartered in Scottsdale, Arizona, USA, with a workforce of 51-200 employees. Its website is https://uplinq.com.