Sr. Accounting Specialist
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AI Summary
The Senior Accounting Specialist will manage month-end close and financial reporting for complex client accounts while maintaining SOPs and workflows. They will also serve as the primary point of contact for clients and provide mentorship to junior team members.
Individual applicants residing in the US only
About the role
As a Senior Accounting Specialist at Uplinq, you’ll serve as the accounting lead for a portfolio of complex clients. You’ll handle advanced accounting tasks, build and maintain standard operating procedures (SOPs), and serve as a quality reviewer and mentor for junior Accounting Specialists. This role requires strong technical skills, judgment, and the ability to lead client conversations confidently.
What you'll do
- Own month-end close and financial reporting for complex client accounts using QuickBooks Online (QBO) and Uplinq’s proprietary accounting system.
- Prepare and document advanced journal entries.
- Handle job costing, inventory tracking, and class/location-based reporting as needed.
- Manage and troubleshoot third-party integrations.
- Build and maintain client-specific SOPs, documentation, and QBO workflows.
- Serve as the main point of contact for clients—leading calls, owning relationships, and resolving escalations.
- Review junior team members’ work and provide clear, constructive feedback.
Qualifications
- 5+ years of small business or firm-based accounting experience
- Advanced Knowledge in QuickBooks Online
- Strong knowledge of full-cycle accrual accounting and GAAP principles
- Experience with job costing, inventory, and class/location reporting
- Skilled in managing third-party integrations
- Documentation and workflow mapping abilities
- Confident communicator who can lead client meetings and explain financials clearly
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
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