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.
Tax Manager
Job not on LinkedIn
🕒 April 23
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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
• 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
🎯 Requirements
• 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
🏖️ Benefits
• Competitive pay • health, dental, vision • 401(k) • 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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