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 bookkeeping, rules, and spreadsheets 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. We measure success in demos booked, pipelines created, and revenue influenced.

Individual applicants residing in the US only

About the role

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.

What you'll do

• Conduct comprehensive reviews of tax returns, overseeing the preparation of complex individual and business filings to ensure accuracy and compliance, while leveraging technology to drive efficiency.
• Lead, mentor, and support team members by identifying training needs, providing hands-on guidance, and fostering a collaborative, high-performing work environment.
• Develop and implement standard operating procedures that optimize Uplinq’s technological resources to improve efficiency and manage high volumes of work.
• Manage budgets, team hours, and resource allocation to deliver projects effectively within financial and time constraints.
• Demonstrate flexibility and commitment by working extended hours during peak tax seasons to meet deadlines and support the team under pressure.
• Establish and enforce rigorous quality control protocols to maintain the highest standards in tax preparation and compliance, driving continuous process and efficiency improvements.
• Train and mentor junior staff members, enhancing technical expertise and professional growth in tax-related matters

Qualifications

• Active EA or CPA certification
• Bachelor’s degree in business, accounting, finance, math, or economics (Master’s preferred)
• 10+ years of experience in tax operations or public accounting, including 3+ years in a managerial role
• Expertise in corporate tax laws with the ability to explain complex issues clearly
• Significant experience with QuickBooks Online and CCH Access tax software
• Demonstrated leadership in managing, training, and mentoring high-performing teams
• Ability to quickly adapt to new processes and technologies

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