Tax Preparer

Job not on LinkedIn

🕒 April 30

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Tax

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Uplinq

WebsiteLinkedInAll Job Openings

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 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

🎯 Requirements

• 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

🏖️ 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