Uplinq

• 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.

• 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

• Monitor and manage the tax team’s shared inbox; prioritize, route, and respond to client messages as needed • Send post-meeting Strategy Summary emails to clients using provided templates • Follow up with clients on outstanding action items and missing documentation • Maintain up-to-date client records and ensure all communications are properly documented • Coordinate with tax strategists and internal teams to track deliverables and meeting outcomes • Prepare tax engagement letters and support onboarding documentation for new clients • Create and maintain client profiles in internal systems (e.g., Airtable) • Gather required data across teams, including retrieving prior-year tax returns and downloading financial reports from bookkeeping systems • Upload and organize documents within the tax filing system to ensure completeness and accuracy • Follow and execute established SOPs for communication, documentation, and task management

• Organizing and reviewing client tax documents to ensure accuracy and completeness. • Assisting with the preparation of workpapers and data cleanup using Excel. • Preparing tax forms including 1040, 1041, 1065, 1120S, 1120 and 990. • Supporting our internal compliance workflows. • Learning about and utilizing automation tools that streamline modern tax operations.

• Conduct comprehensive reviews of tax returns, overseeing the preparation of complex individual and business filings to ensure accuracy and compliance, while leveraging technology to drive efficiency. • Lead, mentor, and support team members by identifying training needs, providing hands-on guidance, and fostering a collaborative, high-performing work environment. • Develop and implement standard operating procedures that optimize Uplinq’s technological resources to improve efficiency and manage high volumes of work. • Manage budgets, team hours, and resource allocation to deliver projects effectively within financial and time constraints. • Demonstrate flexibility and commitment by working extended hours during peak tax seasons to meet deadlines and support the team under pressure. • Establish and enforce rigorous quality control protocols to maintain the highest standards in tax preparation and compliance, driving continuous process and efficiency improvements. • Train and mentor junior staff members, enhancing technical expertise and professional growth in tax-related matters

• 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

• Oversee the performance and deliverables of Senior Accounting Specialists, ensuring accuracy in month-end close, reporting, and advanced accounting tasks. • Conduct regular reviews of client books and validate transitions from catch-up/initialization to maintenance, ensuring accuracy, proper scoping, and clean handoffs. • Build, document, and refine SOPs and workflows aligned with Uplinq’s automation-first approach. • Mentor team members in accrual accounting, job costing, inventory, and class/location reporting. • Act as an escalation point for complex client issues and join key client meetings as needed. • Identify opportunities to streamline processes, strengthen integrations, and scale best practices.

• 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

• 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

• 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.