Onboarding Accounting InternUplinq • San Francisco, CA, US
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Onboarding Accounting Intern
Uplinq • San Francisco, CA, US
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job_description.job_card.job_descriptionCurrently pursuing a Bachelor's degree in Accounting, Finance, Business, or a related field Strong attention to detail and organization Eagerness to learn cloud-based accounting software and workflow tools Clear written communication skills Ability to work independently and meet deadlines in a remote environment Bonus : Exposure to QuickBooks Online, Airtable, Gusto, or other SaaS platforms Hands-on bookkeeping experience in a high-growth startup Mentorship from experienced Bookkeepers and Department Managers Exposure to the latest tax tech tools Potential for future full-time opportunities
Onboarding Accounting Intern
Uplinq is looking for a motivated, detail-oriented Onboarding Accounting Intern to support our team in helping new clients get set up for success. This role is perfect for an undergraduate student who is eager to get exposure to real-world accounting systems, SaaS tools, and customer operations in a fast-paced startup environment. You'll learn how to gather and organize financial data, ensure system access is properly configured, and help facilitate a smooth transition into ongoing accounting services.
What You'll Do
- Assist with collecting and organizing financial documents (bank statements, prior books, payroll reports, tax filings, etc.)
- Support the setup of accounting software connections and integrations (e.g., QuickBooks Online, Gusto, Plaid, etc.)
- Help identify and document missing data or access issues
- Coordinate with clients to confirm onboarding steps are completed
- Assist with internal reporting and data hygiene checks
- Learn and apply standard operating procedures (SOPs) used in onboarding workflows
- Collaborate with Onboarding Accountants and Engineers to improve efficiency
Qualifications
What You'll Gain
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