About Uplinq
Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control.
We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced.
Individual applicants residing in the US only
About the role
As a Tax Preparer, you are the critical "human-in-the-loop" who takes our AI-driven tax drafts across the finish line. While our automation engine starts the process, you are responsible for the technical completion of complex returns for individuals, multi-entity businesses, and partnerships. You will utilize advanced AI self-review tools to verify accuracy before passing files to our Tax AI Lead, ensuring a high-velocity, high-precision workflow
What you will do
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Prepare and review federal and state tax returns for individuals, S-corps, C-Corps, Partnerships and Trusts
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Conduct tax research and planning to minimize tax liabilities and identify tax-saving opportunities for clients.
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Consult with clients on bookkeeping as needed.
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Utilize internal AI-powered diagnostic and review tools to perform a mandatory first-pass quality check before routing to the Tax AI Lead.
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Review financial records, income statements, and documentation to ensure accuracy.
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Calculate and generate estimated tax (ES) vouchers to ensure ongoing client compliance.
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Review and organize client documentation within our tech stack to ensure data integrity and reconcile any discrepancies in the source financials.
Qualifications
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2–4 years of experience preparing individual and business tax returns
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Bachelor’s degree in Accounting, Finance, or related field preferred
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Familiarity with professional tax software (CCH Axcess )
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Strong Excel skills and experience with QuickBooks Online
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CPA license or EA certification a plus but not required
Why Join Us
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Competitive pay + health, dental, vision, 401(k), and life insurance
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Remote-first and flexible work culture
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Clear path for career growth in a fast-growing firm
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Modern tech stack and automation-first mindset
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Supportive, collaborative team with strong systems and documentation
The pay range for this role is:
70,000 - 80,000 USD per year(Remote)
