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 Strategy Advisor
Job not on LinkedIn
🕒 April 17
🇺🇸 United States – Remote
💵 $95k - $115k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Tax
🦅 H1B Visa Sponsor
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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
• Prepare and review a wide range of business and individual tax returns (S corps, partnerships, C corps, trusts, nonprofits, and high-net-worth individuals) • Deliver proactive tax strategies, tailored planning, and technical guidance across client accounts • Identify and resolve discrepancies in client books and ensure accurate reporting • Lead and manage client engagements from initial scoping through final delivery • Conduct technical research and prepare documentation to support tax positions • Review and finalize summaries prepared by admin staff • Contribute to internal systems, planning templates, and workflow improvements • Partner with the sales team to identify and close opportunities for expanded tax strategy services
🎯 Requirements
• CPA or EA required (CPA strongly preferred) • 6–10 years of tax experience with expertise in flow-through entities, nonprofits, corporations, trusts, and high-net-worth individuals • Proven ability to lead strategy, implement plans, and review complex returns • Experience as a Tax Manager or Senior Associate with review responsibilities • Strong research and documentation skills for complex tax issues • Proficient in CCH Access, QuickBooks Online, Adobe, and tax research tools • Skilled at managing multiple projects in a fast-paced, remote environment
🏖️ Benefits
• Competitive pay • Health, dental, vision insurance • 401(k) • Life insurance • Remote-first and flexible work culture • Clear path for career growth
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