Job Description

Individual applicants only. Accounting firms should not solicit business based on this opening.

Please attach a resume of 2 pages or less.

About Uplinq

Uplinq is not your average technology company. Using the power of data, machine learning, and trusted professional insight, Uplinq will change how businesses manage their bookkeeping, accounting, and tax; consequently, altering the way businesses access and share financial insights. We are very particular about our people and steadfast in our endeavor as a team of high-capacity, highly skilled professionals - who work hard and balance it with fun and family. Joining Uplinq will be a career changer for those seeking to build something meaningful and grow professionally!

The Senior Tax Preparer position is perfect for someone looking to develop as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and prestigious machine learning experience, Uplinq can offer incredible mentorship and learning opportunities that can't be found in many other places. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.

The Senior Tax Preparer will be responsible for preparing and reviewing a variety of complex tax returns for individuals and businesses. This position requires in-depth knowledge of tax laws and regulations, excellent communication skills, strong excel skills, and a proven ability to work independently and as part of a team.

Things you will do:

• Prepare and review federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
• Conduct tax research and planning to minimize tax liabilities and identify tax-saving opportunities for clients.
• Consult with clients on business and tax strategies, including financial planning and estate planning.
• Work closely with senior management to develop internal policies and procedures.
• Review financial records, income statements, and documentation to ensure accuracy.
• Maintain up-to-date knowledge of current tax laws and regulations.
• Train and mentor junior staff members on tax-related matters.

What we are looking for:

• Active EA or CPA certification.
• Must have strong Excel skills.
• Bachelor's degree in Accounting or related field (preferred).
• Minimum of 2-3 years of experience in tax preparation and consulting.
• Proficiency with tax software such as Drake, ProSeries, Lacerte, or similar.
• Strong analytical, problem-solving, and organizational skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects and meet tight deadlines.
• Pacific time zone is a plus.

Other Qualifications:

Education

• Bachelor's degree in business, accounting, math, finance, or economics is highly preferred.

Experience

• 5+ years experience in public accounting or finance, managing accounting and financial operations.
• Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly.

Reasons to choose Uplinq:

• Work to build something you actually believe in and solve problems creatively.
• Unique growth and career opportunities of an organization that will scale rapidly.
• Apply critical thinking and explore solutions, no assembly line development.
• Respect for your contribution to a continually improving, collaborative environment.
• Own your work and outcomes in a supportive professional environment.
• The excitement of a product-led agile organization.
• A flexible balance between work from home and in person collaboration.

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