Initialization Accounting Specialist
Location
United States
Posted
49 days ago
Salary
$70K - $85K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Initialization Accounting Specialist
Uplinq Financial Technologies
Individual applicants residing in the US only About the role As a Initialization Accounting Specialist, you’ll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you’ll play a critical role in preparing clients for a smooth transition into ongoing services. What you'll do - Design and implement streamlined Chart of Accounts and bookkeeping setups. - Clean up and reclassify historical transactions to ensure accurate financial records. - Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements. - Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns. - Troubleshoot QuickBooks Online issues and manage third-party app integrations. - Meet with clients to gather context, resolve questions, and communicate progress. - Collaborate cross-functionally to transition clients into ongoing bookkeeping services. Qualifications - 5+ years of accounting experience (cash & accrual) - Public or multi-client accounting background - Strong reconciliation, cleanup, and Balance Sheet tie-out skills - Advanced QuickBooks Online and third-party app experience - Proficient in year-end workpapers and tax prep support - Comfortable with client-facing communication 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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