Uplinq
51 - 200 employees
Founded 2020
☁️ SaaS
🤖 Artificial Intelligence
💳 Fintech
SaaS • Artificial Intelligence • Fintech
Uplinq is an AI-powered bookkeeping and tax automation company that provides a SaaS platform combining proprietary large-language-model-based automation with human oversight to deliver up-to-date bookkeeping, tax compliance, tax strategy and catch-up services for small and growing businesses. The platform syncs with financial accounts and tools like QuickBooks to automate expense categorization, transaction management and on-demand reporting, aiming to reduce manual accounting work and improve tax outcomes. Uplinq recently raised a $10M Series A to accelerate development of its AI bookkeeping product.
Senior Tax Reviewer
Job not on LinkedIn
🕒 June 17
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Uplinq
51 - 200 employees
Founded 2020
☁️ SaaS
🤖 Artificial Intelligence
💳 Fintech
SaaS • Artificial Intelligence • Fintech
Uplinq is an AI-powered bookkeeping and tax automation company that provides a SaaS platform combining proprietary large-language-model-based automation with human oversight to deliver up-to-date bookkeeping, tax compliance, tax strategy and catch-up services for small and growing businesses. The platform syncs with financial accounts and tools like QuickBooks to automate expense categorization, transaction management and on-demand reporting, aiming to reduce manual accounting work and improve tax outcomes. Uplinq recently raised a $10M Series A to accelerate development of its AI bookkeeping product.
📋 Description
• 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
🎯 Requirements
• 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
🏖️ Benefits
• 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
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