Uplinq Financial Technologies

Role Description As a Senior Accounting Specialist at Uplinq, you'll own the accounting relationship for a portfolio of complex clients — leading the close, leading the calls, and making the judgment calls that keep the books right. You'll also review the work of junior Accounting Specialists and give them the kind of feedback that makes them better next month, not just this month. This role is built for someone who wants both the technical depth and the responsibility of being the person a client and a junior teammate can count on. What you'll do - Client ownership - Own month-end close and financial reporting for a portfolio of complex clients using QuickBooks Online (QBO) and Uplinq's proprietary accounting system. - Serve as the main point of contact for your clients — leading calls, owning the relationship, and resolving escalations directly. - Handle job costing, inventory tracking, and class/location-based reporting as needed. - Manage and troubleshoot third-party integrations. - Technical accounting - Prepare and document advanced journal entries. - Apply full-cycle accrual accounting and GAAP principles across a range of client industries and entity types. - Build and maintain client-specific SOPs, documentation, and QBO workflows. - Review and mentorship - Review junior Accounting Specialists' work on a recurring basis and provide clear, specific, written feedback. - Act as a technical resource junior staff can bring questions to before an error becomes a client-facing problem. Qualifications - 5+ years of small business or firm-based accounting experience. - Experience reviewing or overseeing the work of other accountants — this is a core part of the role, not an occasional task. - Advanced knowledge of QuickBooks Online. - Strong knowledge of full-cycle accrual accounting and GAAP principles. - Experience with job costing, inventory, and class/location reporting. - Skilled in managing third-party integrations. - Documentation and workflow-mapping ability. - Confident communicator who can lead client meetings and explain financials clearly, without relying on a manager to translate. Benefits - Competitive pay plus 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.

Role Description As a Senior Tax Reviewer at Uplinq, you are the last technical checkpoint before a return reaches final sign-off. You perform the detailed, line-level review of complex federal and state returns — catching material issues, validating data, and providing direct feedback to junior preparers to improve first-pass quality. This role is built for a tax professional who has strong review instincts, knows the difference between a real problem and a rounding error, and can move quickly without cutting corners. - 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. Qualifications - 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 - 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.

Role Description As a Client Accounting Specialist, you’ll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you’ll play a critical role in preparing clients for a smooth transition into ongoing services. What you'll do - 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. Qualifications - 5+ years of accounting experience (cash & accrual) - Public or multi-client accounting background - Strong reconciliation, cleanup, and Balance Sheet tie-out skills - Advanced QuickBooks Online and third-party app experience - Proficient in year-end workpapers and tax prep support - Comfortable with client-facing communication Benefits - 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

Individual applicants residing in the US only About the role As a Senior Tax Reviewer at Uplinq, you will lead the preparation and review of complex federal and state tax returns for a diverse range of clients, including individuals, corporations, partnerships, trusts, estates and nonprofits. You’ll work closely with leadership, mentor junior staff, and help improve tax processes. This role is great for a seasoned tax pro who enjoys a fast-paced, collaborative startup environment. What you'll do - 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. Qualifications - Active CPA license or Enrolled Agent (EA) certification. - Bachelor’s in Accounting or related field; Master’s in Tax preferred - 6+ years of experience in tax preparation and review. - Proficient with tax software such as CCH Axcess, Drake, Lacerte, or ProSeries - Strong Excel skills and experience with QuickBooks Online - Solid bookkeeping and financial statement understanding Why Join Us - 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

Individual applicants residing in the US only About the role As a Senior Tax Preparer at Uplinq, you will lead the preparation and review of complex federal and state tax returns for a diverse range of clients, including individuals, corporations, partnerships, trusts, estates and nonprofits. You’ll work closely with leadership, mentor junior staff, and help improve tax processes. This role is great for a seasoned tax pro who enjoys a fast-paced, collaborative startup environment. What you'll do - 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. Qualifications - Active CPA license or Enrolled Agent (EA) certification. - Bachelor’s in Accounting or related field; Master’s in Tax preferred - 6+ years of experience in tax preparation and review. - Proficient with tax software such as CCH Axcess, Drake, Lacerte, or ProSeries - Strong Excel skills and experience with QuickBooks Online - Solid bookkeeping and financial statement understanding Why Join Us - 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

Individual applicants residing in the US only About the role As a Senior Tax Reviewer at Uplinq, you will lead the preparation and review of complex federal and state tax returns for a diverse range of clients, including individuals, corporations, partnerships, trusts, estates and nonprofits. You’ll work closely with leadership, mentor junior staff, and help improve tax processes. This role is great for a seasoned tax pro who enjoys a fast-paced, collaborative startup environment. What you'll do - 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. Qualifications - Active CPA license or Enrolled Agent (EA) certification. - Bachelor’s in Accounting or related field; Master’s in Tax preferred - 6+ years of experience in tax preparation and review. - Proficient with tax software such as CCH Axcess, Drake, Lacerte, or ProSeries - Strong Excel skills and experience with QuickBooks Online - Solid bookkeeping and financial statement understanding Why Join Us - 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

Individual applicants residing in the US only About the role Uplinq is seeking a sharp, strategic, and experienced Tax Strategy Advisor & Preparer to join our growing tax team. You’ll apply your expertise in flow‑through entities, corporate and nonprofit tax planning, and advisory mindset to navigate clients proactively through complex tax issues. This is not a back‑office compliance role—we want someone who thinks like a founder and acts like a partner. What you'll do - Prepare and review a wide range of business and individual tax returns (S corps, partnerships, C corps, trusts, nonprofits, and high-net-worth individuals) - Deliver proactive tax strategies, tailored planning, and technical guidance across client accounts. - Identify and resolve discrepancies in client books and ensure accurate reporting. - Lead and manage client engagements from initial scoping through final delivery. - Conduct technical research and prepare documentation to support tax positions. - Review and finalize summaries prepared by admin staff. - Contribute to internal systems, planning templates, and workflow improvements. - Partner with the sales team to identify and close opportunities for expanded tax strategy services. Qualifications Ideal candidates will have: - CPA or EA required (CPA strongly preferred) - 6–10 years of tax experience with expertise in flow-through entities, nonprofits, corporations, trusts, and high-net-worth individuals. - Proven ability to lead strategy, implement plans, and review complex returns. - Experience as a Tax Manager or Senior Associate with review responsibilities. - Strong research and documentation skills for complex tax issues. - Excellent communication skills with ability to present and upsell strategies. - Proficient in CCH Access, QuickBooks Online, Adobe, and tax research tools. - Skilled at managing multiple projects in a fast-paced, remote environment. Why Join Us - 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

Individual applicants residing in the US only About the role As an Accounting Specialist at Uplinq, you will be responsible for managing day-to-day bookkeeping and accounting activities for a portfolio of small business clients. You’ll leverage accounting technology to deliver accurate financials, collaborate with clients and team members, and support the timely month-end close process. This is a fully remote position that requires strong self-management, communication skills, and a passion for client service. What you'll do - 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. Qualifications - 4+ years of bookkeeping or accounting experience, ideally in a multi-client firm - Proficiency in QuickBooks Online - Strong grasp of GAAP, cash/accrual accounting, and financial statements - Detail-oriented with a commitment to accurate, clean books - Clear communicator, both written and verbal Why Join Us - 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

Role Description As a Senior Tax Reviewer at Uplinq, you will lead the preparation and review of complex federal and state tax returns for a diverse range of clients, including individuals, corporations, partnerships, trusts, estates, and nonprofits. You’ll work closely with leadership, mentor junior staff, and help improve tax processes. This role is great for a seasoned tax pro who enjoys a fast-paced, collaborative startup environment. - 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. Qualifications - Active CPA license or Enrolled Agent (EA) certification. - Bachelor’s in Accounting or related field; Master’s in Tax preferred. - 6+ years of experience in tax preparation and review. - Proficient with tax software such as CCH Axcess, Drake, Lacerte, or ProSeries. - Strong Excel skills and experience with QuickBooks Online. - Solid bookkeeping and financial statement understanding. Benefits - 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.

Role Description As a Senior Accounting Specialist at Uplinq, you’ll serve as the accounting lead for a portfolio of complex clients. This role requires strong technical skills, judgment, and the ability to lead client conversations confidently. - 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. Qualifications - 5+ years of small business or firm-based accounting experience - Advanced Knowledge in QuickBooks Online - Strong knowledge of full-cycle accrual accounting and GAAP principles - Experience with job costing, inventory, and class/location reporting - Skilled in managing third-party integrations - Documentation and workflow mapping abilities - Confident communicator who can lead client meetings and explain financials clearly Benefits - 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