About Uplinq

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’s mission to help real people run their businesses better.

About the role

The 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 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.

What 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 bookkeeping as needed.
• 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.

Qualifications

• Active EA or CPA certification.
• Must have strong Excel skills.
• Must have bookkeeping experience.
• 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.

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.