Lead and manage bookkeeping professionals to provide quality services, implement scalable processes, manage client interactions, and collaborate with product engineers to enhance bookkeeping systems.
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
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
- Oversee the performance and deliverables of Senior Accounting Specialists, ensuring accuracy in month-end close, reporting, and advanced accounting tasks.
- Mentor team members in accrual accounting, job costing, inventory, and class/location reporting.
- Conduct performance reviews, provide feedback, and create clear growth paths.
- Manage team, clients, and their scope of work to ensure internal and external deadlines are met.
- Spearhead solutions with clients and step in to manage client interactions as needed.
- Ensure and manage the seamless transition of high-quality bookkeeping clients to the appropriate internal teams for expanded services
- Build and implement scalable bookkeeping processes that allow UPLINQ to provide high quality bookkeeping services at scale.
- Build, document, and refine SOPs and workflows aligned with Uplinq’s automation-first approach.
- 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.
Qualifications
- CPA designation is highly preferred.
- Significant experience with start-to-end bookkeeping, including but not limited to categorization, reconciliation, AR/AP, payroll-related journals and financial statements review.
- Experience hiring and scaling an accounting team.
- Experience creating and implementing accounting processes within a team.
- Experience working closely with other department leads.
- Desire to approach accounting fundamentals with technology; possessing an open mind, adaptability, and excitement about UPLINQ’s vision.
- 7+ years of accounting experience (small business or firm-based), with at least 3 years supervising or mentoring accounting professionals.
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
Top Skills
Accounting Software
Bookkeeping Software
Machine Learning
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