Job Description

About Uplinq

Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual workflows with intelligent automation that delivers real-time clarity and control. We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff.

Individual applicants residing in the US only

About the role

As a Senior Tax Reviewer at Uplinq, you are the last technical checkpoint before a return reaches final sign-off. You perform the detailed, line-level review of complex federal and state returns — catching material issues, validating data, and providing direct feedback to junior preparers to improve first-pass quality. This role is built for a tax professional who has strong review instincts, knows the difference between a real problem and a rounding error, and can move quickly without cutting corners.

What you'll do

• Perform detailed technical reviews of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits prior to manager-level sign-off.
• Apply judgment to distinguish high-impact issues from negligible discrepancies, keeping the review process thorough and efficient.
• Verify that QuickBooks Online data ties to Schedule L for clients who maintain internal books.
• Respond to client questions about return details and technical tax matters.
• Identify recurring error patterns and provide direct feedback and training to tax staff to raise the standard of first-pass accuracy.
• Stay current on federal and state tax law changes.

Qualifications

• Active CPA license or Enrolled Agent (EA) certification (Required).
• 8+ years of experience in tax preparation, with at least 2 years in a dedicated review capacity.
• Demonstrated ability to review across entity types: individuals, corporations, partnerships, trusts, estates, and nonprofits.
• Expert proficiency with CCH Axcess and QuickBooks Online.
• Strong understanding of bookkeeping and financial statements, including Schedule L reconciliation.
• Clear, professional communication skills — you'll interact directly with clients on technical matters.

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