Tax Preparer

Uplinq

Tax Preparer ensuring accuracy in AI-generated tax drafts for individuals and businesses. Leveraging advanced tools to streamline workflows in a startup environment.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2–4 years of experience preparing individual and business tax returns
Bachelor’s degree in Accounting, Finance, or related field preferred
Familiarity with professional tax software (CCH Axcess)
Strong Excel skills and experience with QuickBooks Online
CPA license or EA certification a plus but not required

Benefits

Comp & perks

Competitive pay + health, dental, vision, 401(k), and life insurance
Remote-first and flexible work culture
Clear path for career growth in a fast-growing firm
Modern tech stack and automation-first mindset
Supportive, collaborative team with strong systems and documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax preparationtax researchtax planningfinancial record reviewincome statement analysisestimated tax calculationdata reconciliationbookkeeping

Soft Skills

client consultationattention to detail

Certifications

CPA licenseEA certification