Senior Accounting Onboarding Specialist

Uplinq

. Lead daily client meetings to gather financial data, clarify scope, and build trust .

Posted 10/7/2026full-timeRemote • United StatesSenior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in client-facing accounting roles, particularly with QuickBooks Online, and excels in managing multiple client relationships while ensuring effective communication and follow-through. Proficient in troubleshooting accounting setups and integrations, with a strong ability to adapt and take ownership of client onboarding processes.

Highest-signal resume keywords

QuickBooks Online SetupClient Relationship ManagementAccounting TroubleshootingOnboarding Process OwnershipCash- and Accrual-Based Accounting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

QuickBooks OnlineAccounting JudgmentIntegration TroubleshootingFinancial Data GatheringScope Clarification

Soft Skills

Client CommunicationBuilding RapportAdaptabilityOwnership of OutcomesConfidence

Tools & Technologies

UplinqPlaidPayroll SystemsRevenue ProcessorsInventory Systems

Industry Keywords

Client-Facing AccountingOnboardingPublic AccountingMulti-Client AccountingSenior Associate Level

About the role

Key responsibilities & impact

Lead daily client meetings to gather financial data, clarify scope, and build trust
Set up and configure Uplinq and QuickBooks Online accounts
Resolve integration and access issues involving Plaid connections, payroll, revenue processors, inventory systems, and related tools
Compare signed proposals with actual client needs and flag scope or pricing mismatches
Manage a high volume of onboarding timelines and deliverables simultaneously
Proactively communicate when workload or account delivery is at risk
Troubleshoot setup and data issues using sound accounting judgment
Find workarounds to keep stalled onboardings moving
Collaborate with Sales, Initialization, Accounting, and Tax teams
Own the onboarding process end-to-end and transition accounts into ongoing support

Requirements

What you’ll need

Individual applicants residing in the US only
6+ years in a client-facing accounting or onboarding role, ideally in public or multi-client accounting firm as Senior Associate level or higher
6+ years of daily QuickBooks use including Online setup, integrations, and troubleshooting (not desktop)
Strong working knowledge of both cash- and accrual-based accounting
Demonstrated ability to manage 25+ active client relationships at once without letting communication or follow-through slip
Ability to escalate early, adapt on the fly, and take ownership of outcomes
Warm, confident, and memorable client presence
Ability to build rapport quickly and put anxious business owners at ease
Comfortable having direct conversations with clients about scope and pricing
Willingness to admit and correct course quickly when something is off

Benefits

Comp & perks

Competitive pay
Health insurance
Dental insurance
Vision insurance
401(k)
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