Uplinq

Tax Preparer

Uplinq  •  $70k - $80k/yr  •  Remote  •  28 days ago
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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

As a Tax Preparer, you are the critical "human-in-the-loop" who takes our AI-driven tax drafts across the finish line. While our automation engine starts the process, you are responsible for the technical completion of complex returns for individuals, multi-entity businesses, and partnerships. You will utilize advanced AI self-review tools to verify accuracy before passing files to our Tax AI Lead, ensuring a high-velocity, high-precision workflow

What you will do

  • Prepare and review federal and state tax returns for individuals, S-corps, C-Corps, Partnerships and Trusts
  • Conduct tax research and planning to minimize tax liabilities and identify tax-saving opportunities for clients.
  • Consult with clients on bookkeeping as needed.
  • Utilize internal AI-powered diagnostic and review tools to perform a mandatory first-pass quality check before routing to the Tax AI Lead.
  • Review financial records, income statements, and documentation to ensure accuracy.
  • Calculate and generate estimated tax (ES) vouchers to ensure ongoing client compliance.
  • Review and organize client documentation within our tech stack to ensure data integrity and reconcile any discrepancies in the source financials.

Qualifications

  • 2–4 years of experience preparing individual and business tax returns
  • Bachelor’s degree in Accounting, Finance, or related field preferred
  • Familiarity with professional tax software (CCH Axcess )
  • Strong Excel skills and experience with QuickBooks Online
  • CPA license or EA certification a plus but not required

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
Uplinq

About Uplinq

Uplinq AI is revolutionizing bookkeeping for small businesses through advanced artificial intelligence. Our platform eliminates the complexity and time-drain of financial management, allowing entrepreneurs and small business owners to focus on what matters most—growing their business.

Designed specifically with small businesses in mind, Uplinq AI seamlessly integrates with existing financial systems to automate data entry, categorize transactions with remarkable accuracy, and identify potential tax savings that are often overlooked. We understand the unique challenges that small businesses face when managing finances with limited resources and expertise.

Our solution delivers:

- Automated bookkeeping that saves hours of manual work each week

- Enhanced accuracy in financial reporting and tax preparation

- Small-business-friendly pricing without sacrificing powerful features

- Real-time financial insights for informed decision-making

- Simple integration with popular accounting software

- Specialized support for small business tax requirements

- Bank-level security protecting your sensitive financial data

Uplinq AI transforms the burden of bookkeeping into a strategic advantage. Our intelligent system grows with your business, adapting to your changing financial patterns and requirements.

Join thousands of small businesses that have discovered how Uplinq AI's intelligent bookkeeping solution can reduce costs, improve compliance, and provide clarity in financial management.

Experience the future of intelligent bookkeeping—designed specifically for small business success.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Tempe, Arizona
Year Founded
2020
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