Senior Tax Preparer

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

Please attach a resume of 2 pages or less.

About Uplinq

We are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. This wasn’t always our plan. When we started Uplinq, we wanted to help small businesses use their financial data to make timely business decisions, survive loan due diligence, and work with acquirers/investors. We tried solving these challenges directly to no avail and quickly realized they are all symptoms of a bigger problem: bookkeeping is hard, and SMBs hate doing it.

Since then we’ve been hard at work developing accounting technology for small businesses that is high-quality, real-time, and affordable. Our customers are dentists, restaurant owners, insurance agents, realtors - real people from all walks of life. Some tried to manage their books in QBO themselves and couldn’t keep up. Some paid a CPA firm too much for bookkeeping that only gets updated once a quarter. Some switched from companies like Bench and Pilot looking for better service.

We are a tight-knit team including CPAs, engineers, tax preparers, product designers, and marketers. 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 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.