Uplinq
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.
51 - 200 employees
Founded 2020
☁️ SaaS
🤖 Artificial Intelligence
💳 Fintech
Senior Tax Preparer
Job not on LinkedIn
November 5
Uplinq
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.
51 - 200 employees
Founded 2020
☁️ SaaS
🤖 Artificial Intelligence
💳 Fintech
📋 Description
• Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, estates and nonprofits. • Conduct tax research and planning to identify opportunities that minimize client tax liabilities. • Collaborate with senior management to develop and implement internal tax policies, quality control procedures, and ensure compliance. • Coordinate with bookkeeping and accounting teams to ensure alignment of financial data used in tax returns. • Review financial records, income statements, and supporting documents to ensure accuracy. • Maintain up-to-date knowledge of current tax laws and regulations. • Review junior staff work and provide mentorship on complex tax matters.
🎯 Requirements
• Active CPA license or Enrolled Agent (EA) certification • Bachelor’s in Accounting or related field; Master’s in Tax preferred • 6+ years of experience in tax preparation and review • Proficient with tax software such as CCH Axcess, Drake, Lacerte, or ProSeries • Strong Excel skills and experience with QuickBooks Online • Solid bookkeeping and financial statement understanding
🏖️ Benefits
• Competitive pay • Health, dental, and vision insurance • 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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