Uplinq

• 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

Senior Tax Reviewer

Accounting Manager

• Own month-end close and financial reporting for complex client accounts using QuickBooks Online (QBO) and Uplinq’s proprietary accounting system.
• Prepare and document advanced journal entries.
• Handle job costing, inventory tracking, and class/location-based reporting as needed.
• Manage and troubleshoot third-party integrations.
• Build and maintain client-specific SOPs, documentation, and QBO workflows.
• Serve as the main point of contact for clients—leading calls, owning relationships, and resolving escalations.
• Review junior team members’ work and provide clear, constructive feedback.

Senior Accounting Specialist

Account Executive

• Own the full sales cycle — from discovery to close
• Manage a steady flow of inbound leads, and make even more money with accelerators for building and closing your own pipeline
• Deliver impactful demos that highlight Uplinq’s value
• Collaborate closely with marketing, customer success, and product teams to ensure an exceptional customer journey
• Hit and exceed monthly/quarterly targets
• Help shape our sales culture and playbook as we scale

Content Marketing Manager

• Develop and own the content roadmap tied to product launches, SEO, and campaign goals.
• Define and evolve our brand narrative pillars: automation, AI bookkeeping, tax intelligence, and SMB empowerment.
• Partner with the CMO on creative strategy, campaign concepts, and tone of voice.
• Write and design marketing content.
• Create visual assets in Figma, Canva, or Adobe Creative Suite.
• Repurpose long-form pieces into short-form visuals and social posts optimized for engagement.
• Collaborate with Growth to launch and test content across paid, SEO, and organic channels.
• Partner with Marketing Ops to track engagement, attribution, and conversion metrics.
• Continuously refine copy and creative based on data and performance insights.

• Monitor and manage the tax team’s email inbox; prioritize, route, and respond to messages as needed.
• Send post-meeting Strategy Summary Emails to clients using provided templates.
• Follow up with clients on action items and missing documents.
• Maintain up-to-date records and follow standard procedures for responding to client inquiries.
• Coordinate with strategists and internal team to track deliverables and meeting outcomes.
• Reference and execute detailed SOPs for communication and task management.

Tax Administrator

• 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.

Senior Tax Preparer

• Lead daily client meetings to gather data and build trust.
• Set up and configure Uplinq and QuickBooks Online accounts to ensure seamless integration with our bookkeeping systems.
• Compare signed proposals to actual needs; recommend scope/pricing changes.
• Manage onboarding timelines, deliverables, and client expectations.
• Troubleshoot issues and optimize configurations.
• Collaborate with clients and internal teams to transition accounts into ongoing support with the Accounting Specialists team.

Onboarding Accounting Specialist

• Design and implement streamlined Chart of Accounts and bookkeeping setups.
• Clean up and reclassify historical transactions to ensure accurate financial records.
• Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
• Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
• Troubleshoot QuickBooks Online issues and manage third-party app integrations.
• Meet with clients to gather context, resolve questions, and communicate progress.
• Collaborate cross-functionally to transition clients into ongoing bookkeeping services.

Implementation Accounting Specialist

• Assist with collecting and organizing financial documents (bank statements, prior books, payroll reports, tax filings, etc.)
• Support the setup of accounting software connections and integrations (e.g., QuickBooks Online, Gusto, Plaid, etc.)
• Help identify and document missing data or access issues
• Coordinate with clients to confirm onboarding steps are completed
• Assist with internal reporting and data hygiene checks
• Learn and apply standard operating procedures (SOPs) used in onboarding workflows
• Collaborate with Onboarding Accountants and Engineers to improve efficiency

Onboarding Accounting Intern

Onboarding Specialist

• Problem-solving skills, capable of handling complex workflows and projects efficiently.
• Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services.
• Is skilled in onboarding companies to a ready state for tax preparation, ensuring a seamless handoff to Tax Operations team.
• Communicate and clearly convey and explain intricate tax and accounting data to clients as needed.
• Will review financial statements and tax filings to determine data needs.
• Drive continuous improvement in Uplinq’s automated bookkeeping and tax systems and contribute to our business intelligence solutions.
• Carries out administrative duties such as gathering documents, scanning, filing, mailing, etc.
• Completes operational requirements by scheduling and assigning administrative projects and expediting work results.
• Supports team by performing tasks related to organization and strong communication.
• Provides information by answering questions and requests.
• Contributes to team effort by accomplishing related results as needed.