Qureos Mentor

Uplinq

About Uplinq Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We&rsquo;re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control. We&rsquo;re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced. Individual applicants residing in the US only About the role We're looking for enthusiastic and detail-oriented part-time Tax Prep Intern to join our team from May to August. This is an excellent opportunity for undergraduate Accounting students to gain hands-on, real-world tax experience within a dynamic, technology-driven environment. Our interns play a vital role, performing many of the same tasks as our full-time tax preparation team. What you'll do Organizing and reviewing client tax documents to ensure accuracy and completeness. Assisting with the preparation of workpapers and data cleanup using Excel. Preparing tax forms including 1040, 1041, 1065, 1120S, 1120 and 990. Supporting our internal compliance workflows. Learning about and utilizing automation tools that streamline modern tax operations. Qualifications Currently enrolled as an undergraduate student studying Accounting. Possess strong attention to detail and excellent follow-through. Demonstrate great communication and time management skills. Comfortable with Excel and Adobe. Adept at learning new software applications. Bonus: familiarity with QuickBooks Online (QBO), CCH Access, or advanced Excel functions. What You&rsquo;ll Gain Hands-on tax experience in a rapidly growing startup environment. Direct mentorship from experienced CPAs and industry professionals. Exposure to the latest tax technology tools and automated workflows. Potential for future full-time opportunities based on performance and business needs. The pay range for this role is: 20 - 25 USD per hour(Remote)

Tax Prep Intern

<div>About Uplinq
Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We&rsquo;re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control. 
We&rsquo;re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced. 
Individual applicants residing in the US only 
 
About the role
At Uplinq we are redefining how businesses manage bookkeeping, accounting, and tax through the power of data, machine learning, and expert insights. As technology enthusiasts, we are committed to delivering exceptional digital solutions that align with our customer's business goals. We are looking for others who want a dynamic, growing work environment to join us. 
 
A tight-knit team including CPAs, bookkeepers, tax professionals, engineers, product designers, and marketers make Uplinq successful. We support each other, communicate openly, have fun at work, and all believe in Uplinq&rsquo;s mission to help real people run their businesses better. 
What you'll do<ul><li>
Conduct comprehensive reviews of tax returns, overseeing the preparation of complex individual and business filings to ensure accuracy and compliance, while leveraging technology to drive efficiency.</li><li>
Lead, mentor, and support team members by identifying training needs, providing hands-on guidance, and fostering a collaborative, high-performing work environment.</li><li>
Develop and implement standard operating procedures that optimize Uplinq&rsquo;s technological resources to improve efficiency and manage high volumes of work.</li><li>
Manage budgets, team hours, and resource allocation to deliver projects effectively within financial and time constraints.</li><li>
Demonstrate flexibility and commitment by working extended hours during peak tax seasons to meet deadlines and support the team under pressure.</li><li>
Establish and enforce rigorous quality control protocols to maintain the highest standards in tax preparation and compliance, driving continuous process and efficiency improvements.</li><li>
Train and mentor junior staff members, enhancing technical expertise and professional growth in tax-related matters</li></ul> 
Qualifications<ul><li>
Active EA or CPA certification</li><li>
Bachelor&rsquo;s degree in business, accounting, finance, math, or economics (Master&rsquo;s preferred)</li><li>
10+ years of experience in tax operations or public accounting, including 3+ years in a managerial role</li><li>
Expertise in corporate tax laws with the ability to explain complex issues clearly</li><li>
Significant experience with QuickBooks Online and CCH Access tax software</li><li>
Demonstrated leadership in managing, training, and mentoring high-performing teams</li><li>
Ability to quickly adapt to new processes and technologies</li></ul> 
Why Join Us<ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 
The pay range for this role is: 
100,000 - 115,000 USD per year(Remote)</div>

Tax Manager

<div>About Uplinq 
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses. 
We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team. 
Individual applicants residing in the US only 
 
About the role
As a Senior Accounting Specialist at Uplinq, you&rsquo;ll serve as the accounting lead for a portfolio of complex clients. You&rsquo;ll handle advanced accounting tasks, build and maintain standard operating procedures (SOPs), and serve as a quality reviewer and mentor for junior Accounting Specialists. This role requires strong technical skills, judgment, and the ability to lead client conversations confidently. 
What you'll do<ul><li>
Own month-end close and financial reporting for complex client accounts using QuickBooks Online (QBO) and Uplinq&rsquo;s proprietary accounting system.</li><li>
Prepare and document advanced journal entries.</li><li>
Handle job costing, inventory tracking, and class/location-based reporting as needed.</li><li>
Manage and troubleshoot third-party integrations.</li><li>
Build and maintain client-specific SOPs, documentation, and QBO workflows.</li><li>
Serve as the main point of contact for clients&mdash;leading calls, owning relationships, and resolving escalations.</li><li>
Review junior team members&rsquo; work and provide clear, constructive feedback.</li></ul>
Qualifications<ul><li>
5+ years of small business or firm-based accounting experience</li><li>
Advanced Knowledge in QuickBooks Online</li><li>
Strong knowledge of full-cycle accrual accounting and GAAP principles</li><li>
Experience with job costing, inventory, and class/location reporting</li><li>
Skilled in managing third-party integrations</li><li>
Documentation and workflow mapping abilities</li><li>
Confident communicator who can lead client meetings and explain financials clearly</li></ul><h3 class="jobSectionHeader">
Why Join Us</h3><ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 

The pay range for this role is: 
75,000 - 85,000 USD per year(Remote (United States))</div>

Sr. Accounting Specialist

About Uplinq Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses. We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team. Individual applicants residing in the US only About the role As a Client Accounting Specialist, you&rsquo;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&rsquo;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 &amp; 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 The pay range for this role is: 70,000 - 85,000 USD per year(Remote (United States))

Client Accounting Specialist

<div>About Uplinq
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses. 
We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team 
Individual applicants residing in the US only 
About the role
As an Accounting Specialist at Uplinq, you will be responsible for managing day-to-day bookkeeping and accounting activities for a portfolio of small business clients. You&rsquo;ll leverage accounting technology to deliver accurate financials, collaborate with clients and team members, and support the timely month-end close process. This is a fully remote position that requires strong self-management, communication skills, and a passion for client service. 
What you'll do<ul><li>
Manage monthly bookkeeping for multiple clients using QuickBooks Online (QBO) and Uplinq&rsquo;s proprietary accounting system.</li><li>
Maintain accurate ledgers with proper coding, reconciliations, and journal entries.</li><li>
Process bank/credit card reconciliations, AP, AR, and payroll entries.</li><li>
Prepare and review monthly financial reports for accuracy and tax readiness.</li><li>
Flag issues like uncategorized transactions or unusual balances.</li><li>
Upload and document supporting materials for all journal entries and financial records.</li><li>
Keep client records, SOPs, and internal notes up to date.</li></ul>
Qualifications<ul><li>
4+ years of bookkeeping or accounting experience, ideally in a multi-client firm</li><li>
Proficiency in QuickBooks Online</li><li>
Strong grasp of GAAP, cash/accrual accounting, and financial statements</li><li>
Detail-oriented with a commitment to accurate, clean books</li><li>
Clear communicator, both written and verbal</li></ul><h3 class="jobSectionHeader">
Why Join Us</h3><ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 

The pay range for this role is: 
60,000 - 75,000 USD per year(Remote (United States))</div>

Accounting Specialist

<div>About Uplinq 
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses. 
We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team. 
Individual applicants residing in the US only 
About the role
As a Accounting Manager, you&rsquo;ll lead a team of Senior Accounting Specialists, ensuring accuracy, mentoring talent, and overseeing smooth client handoffs. This high-impact role combines technical expertise, leadership, and process improvement to elevate client experience and support the firm&rsquo;s growth. It&rsquo;s an opportunity to set the standard, develop future leaders, and help scale a fast-growing, industry-transforming firm. 
What you'll do<ul><li>
Operational Leadership</li><li><div><ul><li>
Oversee the performance and deliverables of Senior Accounting Specialists, ensuring accuracy in month-end close, reporting, and advanced accounting tasks.</li><li>
Conduct regular reviews of client books and validate transitions from catch-up/initialization to maintenance, ensuring accuracy, proper scoping, and clean handoffs.</li><li>
Build, document, and refine SOPs and workflows aligned with Uplinq&rsquo;s automation-first approach.</li></ul></div></li><li>
People Development &amp; Mentoring</li><li><div><ul><li>
Mentor team members in accrual accounting, job costing, inventory, and class/location reporting.</li><li>
Conduct performance reviews, provide feedback, and create clear growth paths.</li><li>
Foster a culture of accountability, learning, and continuous improvement.</li></ul></div></li><li>
Client &amp; Process Management</li><li><div><ul><li>
Act as an escalation point for complex client issues and join key client meetings as needed.</li><li>
Ensure clients consistently experience accuracy, professionalism, and clear insights.</li><li>
Identify opportunities to streamline processes, strengthen integrations, and scale best practices.</li></ul></div></li></ul>
Qualifications<ul><li>
Active CPA license required.</li><li>
7+ years of accounting experience (small business or firm-based), with at least 3 years supervising or mentoring accounting professionals.</li><li>
Advanced QuickBooks Online expertise with complex workflows and third-party integrations.</li><li>
Deep knowledge of accrual accounting, GAAP, job costing, inventory, and class/location reporting.</li><li>
Proven track record of leading teams, improving processes, and driving quality.</li></ul><h3 class="jobSectionHeader">
Why Join Us</h3><ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 

The pay range for this role is: 
95,000 - 115,000 USD per year(Remote (United States))</div>

Accounting Manager

About Uplinq Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses. We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team. Individual applicants residing in the US only About the role As a Initialization Accounting Specialist, you&rsquo;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&rsquo;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 &amp; 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 The pay range for this role is: 70,000 - 85,000 USD per year(Remote (United States))

Initialization Accounting Specialist

Join Uplinq and explore 7   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.