Tax Onboarding Specialist

at  Uplinq

ABOUT UPLINQ

We are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. This wasn’t always our plan. When we started Uplinq, we wanted to help small businesses use their financial data to make timely business decisions, survive loan due diligence, and work with acquirers/investors. We tried solving these challenges directly to no avail and quickly realized they are all symptoms of a bigger problem: bookkeeping is hard, and SMBs hate doing it.
Since then we’ve been hard at work developing accounting technology for small businesses that is high-quality, real-time, and affordable. Our customers are dentists, restaurant owners, insurance agents, realtors - real people from all walks of life. Some tried to manage their books in QBO themselves and couldn’t keep up. Some paid a CPA firm too much for bookkeeping that only gets updated once a quarter. Some switched from companies like Bench and Pilot looking for better service.
We are a tight-knit team including CPAs, engineers, tax preparers, product designers, and marketers. We support each other, communicate openly, have fun at work, and all believe in Uplinq’s mission to help real people run their businesses better.

ABOUT THE ROLE

The Tax Onboarding Specialist position is perfect for someone looking to develop as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and prestigious machine learning experience, Uplinq can offer incredible mentorship and learning opportunities that can’t be found in many other places. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.
The Tax Onboarding Specialist will be responsible for client onboarding, collecting necessary documents, client follow up, internal workflow, and preparing and reviewing a variety of complex tax returns for individuals and businesses. This position requires knowledge of tax laws and regulations, excellent communication skills, strong excel skills, and a proven ability to work independently and as part of a team. If you’re ready to leverage your tax experience in a setting that values and promotes proactive problem-solving and high-quality outcomes, Uplinq is looking for you.

Here are some examples of projects that you could own in this role:

• Bridge the gap from Bookkeeping, Tax and Onboarding teams to ensure more seamless workflows.
• Make final changes to financials to send on to Tax team. This involves applying your critical thinking and problem-solving abilities to analyze and rectify any tax and bookkeeping issues. This includes identifying discrepancies, devising a comprehensive action plan to address these issues, and either executing the plan yourself or overseeing its implementation to ensure accurate and efficient outcomes.
• Assist in training Bookkeeping team of standard policy changes needed and implement the same for better tax financials.
• Design and implement comprehensive chart of account setups for new clients, ensuring seamless integration with Tax.
• Lead troubleshooting initiatives, enhancing functionality and user experience