Uplinq Financial Technologies - Remote Work From Home Jobs & Careers

Remote Job Openings at Uplinq Financial Technologies (2)

Senior Accounting Onboarding Specialist

Uplinq Financial Technologies · Full Time · 14 days ago

United States $75000 - $85000 per year 5-10 yrs exp Finance

The Senior Accounting Onboarding Specialist serves as the primary point of contact for new clients, managing system setup, data clean-up, and account activation. They are responsible for leading client meetings, configuring QuickBooks Online integrations, and managing onboarding timelines while maintaining high client satisfaction.

accounting creative tax client-relationships communication onboarding

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Senior Tax Strategist

Uplinq Financial Technologies · Full Time · 2 months ago

Azerbaijan, Canada, India +2 more $120K - $140K per year 5-10 yrs exp Finance

Lead and mentor the strategy team while managing a personal book of high-net-worth client strategy meetings. Execute and scale the strategy program, refining SOPs and integrating AI tools to improve efficiency and consistency.

accounting insurance tax reporting leadership partnerships compliance

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