Uplinq

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.

Payroll Administrator

• Prepare and review federal and state tax returns for individuals, S-corps, C-Corps, Partnerships and Trusts
• Conduct tax research and planning to minimize tax liabilities and identify tax-saving opportunities for clients
• Consult with clients on bookkeeping as needed
• Utilize internal AI-powered diagnostic and review tools to perform a mandatory first-pass quality check before routing to the Tax AI Lead
• Review financial records, income statements, and documentation to ensure accuracy
• Calculate and generate estimated tax (ES) vouchers to ensure ongoing client compliance
• Review and organize client documentation within our tech stack to ensure data integrity and reconcile any discrepancies in the source financials

Tax Preparer

Accounting Manager

• Take ownership of catch-up and clean-up accounting for new clients during onboarding
• Ensure that historical financial data is accurate, complete, and tax-ready
• Untangle messy books to resolve reconciliation issues and standardize processes
• 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

Payroll Administrator

Tax Preparer

Client Accounting Specialist