Initialization Accounting Specialist
Uplinq Financial Technologies
•Remote
About The Position
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.
Requirements
- 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
Responsibilities
- 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.
Benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
