Uplinq Financial Technologies

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

Individual applicants residing in the US only About the role We're looking for a GTM, RevOps & Automation Engineer — a rare operator-builder who sits at the intersection of sales, customer success, product, and data. You'll own the revenue tech stack, architect the systems that make our go-to-market teams faster and smarter, and ship AI-powered tooling to eliminate the manual work holding us back. This isn't a pure analyst role or a pure engineering role — it's both, and that's exactly the point. You won't just build automations — you'll own the full loop from problem discovery, to system design, to deployed solution, to ongoing data integrity. Three Pillars of This Role 🏗️ Pillar 1 — Revenue Operations - Own and optimize the revenue tech stack end-to-end - Manage CRM architecture, data hygiene, and pipeline integrity - Define and enforce lead-to-cash process standards - Build reporting and dashboards that drive decisions - Run territory, quota, and compensation modeling support - Align Sales, CS, and Marketing on shared metrics and definitions ⚙️ Pillar 2 — GTM Engineering - Identify friction across the commercial funnel and build solutions - Design and ship internal tools for Sales, CS, and Ops teams - Build AI-assisted workflows — proposals, health scoring, outreach - Own integrations across CRM, support, billing, and data platforms - Partner with Product to translate commercial needs into roadmap inputs - Prototype fast, ship clean, iterate continuously 🤖 Pillar 3 — Automation & AI - Build LLM-powered workflows and agentic automation pipelines - Automate handoffs, notifications, and data sync across systems - Engineer prompt-driven tools that reduce manual effort at scale - Maintain observability and reliability across all automations - Evaluate and onboard new AI/automation tooling as the space evolves - Document systems and enable teams on new workflows What you'll do - Partner with Sales, CS, and Ops to identify and prioritize workflow inefficiencies - Design, build, and ship AI-powered automation tools end-to-end - Own and administer the revenue tech stack — evaluation, configuration, and vendor relationships (CRM, sales engagement, CS platform, BI tooling) - Define and maintain the lead lifecycle — from MQL definition and routing rules through opportunity stages and closed-won criteria - Build and maintain pipeline dashboards, funnel conversion tracking, and forecast models for leadership - Partner with Finance on quota setting, territory planning, and commissions modeling - Manage CRM data quality — deduplication, enrichment, field standardization, and governance policies - Run QBR prep, providing data packages and insights for Sales and CS leadership - Own integrations across CRM, ticketing, communication, and data platforms - Prototype and iterate fast with LLM-based tooling and agentic workflows - Develop onboarding documentation, playbooks, and training materials for GTM process changes - Act as the connective tissue between Sales, Marketing, CS, and Finance — aligning on shared definitions, data, and process standards Tech & Tools You Might Work With OpenAI / Anthropic APIs Python JavaScript / Node HubSpot / Salesforce Make / n8n Slack Notion Webhooks & REST APIs SQL Retool GitHub Airtable Looker / Metabase Segment / CDP Clearbit / Clay Qualifications - 4+ years in RevOps, GTM engineering, or a hybrid automation-focused role - Deep hands-on ownership of a CRM (HubSpot or Salesforce) — data model, workflows, and reporting - Hands-on experience with LLM APIs or AI agents in production workflows - Strong scripting ability in Python, JavaScript, or similar - Experience building integrations via APIs, webhooks, or iPaaS tools (Make, n8n, Zapier) - Comfort with SQL and data querying for ops and reporting purposes - Understanding of go-to-market motions: pipeline stages, forecasting, renewals, and churn - Experience partnering directly with Sales, CS, and Finance leadership - Strong ownership mindset — you ship, maintain, and document your own work - Ability to turn ambiguous business problems into scoped technical solutions - Ability to build internal tools with product-level clarity and usability 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 How We Work - Small, high-trust team — minimal bureaucracy - Direct access to Sales, CS, and Product leadership - Async-first with regular cross-functional syncs - High autonomy — you own your roadmap and prioritization - Outcomes over output — we care about impact, not activity

Individual applicants residing in the US only About the role As a Initialization 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 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 We’re looking for an experienced Customer Success Representative to manage customer communications and ensure smooth coordination between customers and our bookkeeping and tax operations teams. This role focuses on understanding workflow statuses, gathering required information, and keeping customers informed—not providing financial advice. What you'll do - Handle customer inquiries via phone, email, Zoom, and support tickets - Communicate bookkeeping and tax status updates clearly and accurately - Identify and request required documents or information from customers - Maintain accurate records and workflows in HubSpot and internal systems - Support customers within our proprietary SaaS platform - Collaborate closely with internal operations teams to resolve issues efficiently Qualifications - 3+ years of SaaS customer support or customer success experience - Working knowledge of bookkeeping and small business financial workflows - Expert-level proficiency with HubSpot, Zoom, and Google Workspace - Ability to quickly learn proprietary software - Excellent written and verbal communication skills - Highly organized with strong attention to detail 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