FinTech Accounting Manager: Lead & Scale Bookkeeping

Phx Fwd; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Uplinq, a fintech accounting platform, is seeking an Accounting Manager to lead a team of bookkeeping professionals and deliver weekly bookkeeping for a portfolio of clients.

You will guide scope of work to meet tax deadlines, build scalable processes, and collaborate with engineers and product teams to improve automation while maintaining accounting standards. CPA designation is highly preferred and startup experience is a bonus.

Qualifications

• Significant end-to-end bookkeeping experience across categorization, reconciliation, AR/AP, payroll journals, and financial statement reviews.
• Experience hiring and scaling an accounting team.
• Experience creating and implementing accounting processes (SOPs, close cycles).
• Experience working with tax advisors and tax CPAs.
• Interest in applying technology to accounting fundamentals.
• Willingness to manage some client relationships to ensure system adoption.
• At least 3 years in Client Accounting Services, preferably in management.
• Entrepreneurial or startup experience is a plus.

Responsibilities

• 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 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.

Skills

Bookkeeping

Team management

Accounting processes

Tax coordination

Tech-enabled accounting

Client accounting services

Education

CPA designation

Job description

Uplinq, a fintech accounting platform, is seeking an Accounting Manager to lead a team of bookkeeping professionals and deliver weekly bookkeeping for a portfolio of clients.

You will guide scope of work to meet tax deadlines, build scalable processes, and collaborate with engineers and product teams to improve automation while maintaining accounting standards. CPA designation is highly preferred and startup experience is a bonus.