Accounting Manager

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!