FinTech Accounting Manager - Lead Bookkeeping & Client Ops

Uplinq Inc.; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Uplinq is redefining bookkeeping, accounting, and tax using data and ML. We seek an Accounting Manager to lead a small, dedicated team and drive timely, high-quality bookkeeping for a portfolio of clients.

You will shape processes, collaborate with tax advisors, and ensure smooth transitions to tax services. CPA designation is highly preferred; startup experience is a bonus in this fast-paced FinTech environment.

Qualifications

• Significant experience with end-to-end bookkeeping (categorization, reconciliation, AR/AP, payroll journals).
• Experience hiring and scaling an accounting team.
• Experience creating and implementing accounting processes (SOPs, quarterly/monthly close).
• Experience working with tax advisors and CPAs.

Responsibilities

• Lead and manage a team of bookkeeping professionals reviewing and providing weekly bookkeeping for UPLINQ's portfolio of clients.
• Oversee team, clients, and scope to meet internal and tax deadlines.
• Build scalable bookkeeping processes to enable high-quality services at scale.
• Lead client interactions with high-value clients as needed.

Skills

Team leadership

Bookkeeping

Financial statements review

Automation mindset

Startup experience

Education

CPA designation

Job description

Uplinq is redefining bookkeeping, accounting, and tax using data and ML. We seek an Accounting Manager to lead a small, dedicated team and drive timely, high-quality bookkeeping for a portfolio of clients.

You will shape processes, collaborate with tax advisors, and ensure smooth transitions to tax services. CPA designation is highly preferred; startup experience is a bonus in this fast-paced FinTech environment.