Junior Tax Solutions Advisor

Uplinq - Tempe, AZ

Full-time - Entry Level

Remote - Tempe, AZ

Publishing Industries

About the position

Uplinq is not your average technology company. Using the power of data, machine learning, and trusted professional insight, Uplinq will change how businesses manage their bookkeeping, accounting, and tax, altering how businesses access and share financial insights. We are very particular about our people and steadfast in our endeavor as a team of high-capacity, highly skilled professionals - who work hard and balance it with fun and family. Joining Uplinq will be a career changer for those seeking to build something meaningful and grow professionally! The Junior Tax Solutions Advisor will be responsible for applying a strong background in tax strategy, accounting knowledge and a passion for helping small to midsize businesses succeed to Uplinq clients. The ideal candidate will be adept at bridging the gap from bookkeeping, sales and onboarding to tax. Their accounting skills will be honed to recognize errors and correct them. They will be adept at recognizing potential tax strategy opportunities to expand our client business (upsell).

Responsibilities

• Analyze financials for errors and help rectify them to increase the Bookkeeping throughput.
• Train and mentor bookkeeping staff members on changes needed to create better tax financials.
• Train Onboarding staff on tax needs and improve the Bookkeeping Onboarding to Tax Onboarding experience.
• Provide implementation support by prioritizing the review of tax returns in onboarding for proper COA setup.
• Monitor compliance and updates, keeping abreast of changing tax laws and regulations.
• Build and maintain strong relationships with clients, providing ongoing support and advice on tax-related matters.
• Monitor and analyze the effectiveness of implemented tax strategies, providing insights and recommendations.
• Develop customized tax strategies that align with clients' business models and financial goals.

Requirements

• Active EA or CPA certification.
• Tax and Public Accounting Experience of 5+ years.
• Strong background in tax strategy and accounting knowledge.

Benefits

• Work-from-home policy that caters to modern professional needs.
• Opportunities for professional development through continual improvement and collaboration.