Tax Onboarding Specialist

Uplinq - Scottsdale, AZ

Full-time - Entry Level

Remote - Scottsdale, AZ

Publishing Industries

About the position

The Tax Onboarding Specialist position is perfect for someone looking to develop as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and prestigious machine learning experience, Uplinq can offer incredible mentorship and learning opportunities that can't be found in many other places. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you. The Tax Onboarding Specialist will be responsible for client onboarding, collecting necessary documents, client follow up, internal workflow, and preparing and reviewing a variety of complex tax returns for individuals and businesses. This position requires knowledge of tax laws and regulations, excellent communication skills, strong excel skills, and a proven ability to work independently and as part of a team. If you're ready to leverage your tax experience in a setting that values and promotes proactive problem-solving and high-quality outcomes, Uplinq is looking for you.

Responsibilities

• Client onboarding and collecting necessary documents.
• Client follow up and internal workflow management.
• Preparing and reviewing a variety of complex tax returns for individuals and businesses.
• Engaging effectively with high-value clients to optimize their account setups.
• Leading and supporting a team in tax tasks.
• Onboarding companies to a ready state for tax preparation.
• Communicating intricate tax and accounting data to clients.
• Driving continuous improvement in Uplinq's automated bookkeeping and tax systems.

Requirements

• 3+ years in tax preparation, with a preference for those with multi-client experience.
• Expertise in reviewing financial statements and tax filings.
• Possesses an active EA or CPA certification.
• Must have QBO and Drake experience.
• Proficient with Windows operating system and can adopt new software easily.

Nice-to-haves

• Bachelor's degree in business, accounting, or related fields.
• Robust problem-solving skills.
• Experience in handling complex workflows and projects efficiently.

Benefits

• Work-from-home policy.
• Professional development opportunities.
• Mentorship from experienced professionals in the finance and tech industry.