Uplinq

• Lead the Strategy Team
• Manage and mentor a team of three: two Tax Strategy Admins and one Tax Strategy Advisor
• Set the standard for quality, consistency, and client care
• Serve as the technical and professional escalation point for the team's most difficult strategy questions
• Build development plans and growth paths for direct reports
• Personally carry your own book of business, leading up to 12 client strategy meetings per week
• Deliver advanced, holistic strategies across tax minimization, estate planning, business succession, and insurance alignment
• Partner with the VP of Tax to execute and continuously improve the strategy program
• Build and maintain a curated library of vetted referral partners
• Use AI tools such as ChatGPT and TaxGPT into research, communication, strategy development

Senior Tax Strategist

• Prepare federal and state tax returns across a variety of entity types, including 1040, 1041, 1065, 1120S, 1120, and 990.
• Organize and review client tax documents for accuracy and completeness; identify and resolve discrepancies before they reach the preparer.
• Assist with data cleanup and workpaper preparation using Excel.
• Learn and actively use our automation tools to support compliance workflows and reduce manual entry.
• Keep client data organized and filing-ready so the senior team can move fast.

Tax Prep Intern

• Own the Client Room: Confidently lead up to 12 high-impact, strategic client meetings per week
• Deliver Advanced, Holistic Strategies: Build and present comprehensive strategies encompassing advanced tax minimization, estate planning, insurance alignment, and business succession planning
• Leverage Elite Tech & AI: Utilize our best-in-class strategy stack—including TaxPlanIQ and Maverick —while actively integrating AI tools
• Collaborate for Execution: Partner closely with our internal accounting team and our compliance squad to ensure your strategies are flawlessly executed

Tax Strategy Advisor

• Perform detailed technical reviews of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits prior to manager-level sign-off
• Apply judgment to distinguish high-impact issues from negligible discrepancies, keeping the review process thorough and efficient
• Verify that QuickBooks Online data ties to Schedule L for clients who maintain internal books
• Respond to client questions about return details and technical tax matters
• Identify recurring error patterns and provide direct feedback and training to tax staff to raise the standard of first-pass accuracy
• Stay current on federal and state tax law changes

Senior Tax Reviewer

Accounting Manager

• 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.

Senior Onboarding Accounting Specialist

• 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

• Manage monthly bookkeeping for multiple clients using QuickBooks Online (QBO) and Uplinq’s proprietary accounting system.
• Maintain accurate ledgers with proper coding, reconciliations, and journal entries.
• Process bank/credit card reconciliations, AP, AR, and payroll entries.
• Prepare and review monthly financial reports for accuracy and tax readiness.
• Flag issues like uncategorized transactions or unusual balances.
• Upload and document supporting materials for all journal entries and financial records.
• Keep client records, SOPs, and internal notes up to date.

Accounting Specialist

Payroll

• Manage payroll and benefits administration, ensuring compliance with state tax requirements.
• Onboard new employees and contractors in payroll systems and process bi-weekly payroll plus monthly commissions/bonuses.
• Track and process approved employee reimbursements.
• Maintain payroll notes, compile tax data, and support accurate recordkeeping.
• Document processes, maintain company policies, and assist with organizational charts, benefit renewals, and office agreements.
• Manage vendor relations, invoice intake, and bill payment processing, including ACH transfers.
• Monitor cash accounts, process CEO reimbursements, and assist with expense coding in coordination with the bookkeeper.
• Oversee company laptop lifecycle including purchasing, assignment, tracking, repairs, shipping, and retrievals.
• Coordinate laptop security setup and ensure all new hires receive company devices for data protection.