Senior Tax Reviewer

Uplinq

Senior Tax Reviewer at Uplinq reviews complex tax returns for small businesses. Delivering feedback and improvements while ensuring compliance with state and federal tax laws.

Posted 6/17/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $95,000 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Active CPA license or Enrolled Agent (EA) certification (Required)
8+ years of experience in tax preparation, with at least 2 years in a dedicated review capacity
Demonstrated ability to review across entity types: individuals, corporations, partnerships, trusts, estates, and nonprofits
Expert proficiency with CCH Axcess and QuickBooks Online
Strong understanding of bookkeeping and financial statements, including Schedule L reconciliation
Clear, professional communication skills — you'll interact directly with clients on technical matters

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax preparationtechnical reviewSchedule L reconciliationbookkeepingfinancial statementserror pattern identificationfirst-pass accuracy

Soft Skills

judgmentcommunicationclient interactionfeedback provisiontraining

Certifications

CPA licenseEnrolled Agent (EA)