Tax Reviewer

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $85k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 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

• Review federal and state returns for individuals, corporations, partnerships, trusts, estates, and nonprofits before final sign-off • Review returns prepared by the team and by AI • Use AI tools, Claude skills, and Uplinq's platform to speed up reviews and cut admin work • Verify that QuickBooks Online data ties to Schedule L for clients who keep internal books • Spot recurring errors and give preparers clear, direct feedback • Suggest process improvements and help build them • Answer client questions clearly and follow through until they're resolved

🎯 Requirements

• Individual applicants residing in the US only • Tax review experience and a background in tax preparation • Daily, hands-on use of AI at work, and interest in doing more with it • Strong Excel skills • Close attention to detail • Coachability and initiative, including asking for feedback and speaking up when something could work better • A friendly, professional client voice and strong follow-through • Multi-state and multi-entity review experience • Valid PTIN required (or ability to acquire one prior to start) • CPA or EA preferred • We hire in select states • Phoenix and Scottsdale candidates are a plus

🏖️ Benefits

• Fully remote work • Daily work with AI and automation, alongside a team that builds new tools as needs come up • Health, dental, vision, 401(k), and life insurance • Room to grow as the company scales

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