Uplinq · 8 hours ago
Senior Tax Preparer
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AccountingBusiness Intelligence
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Responsibilities
Prepare and review federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
Conduct tax research and planning to minimize tax liabilities and identify tax-saving opportunities for clients.
Consult with clients on bookkeeping as needed.
Work closely with senior management to develop internal policies and procedures.
Review financial records, income statements, and documentation to ensure accuracy.
Maintain up-to-date knowledge of current tax laws and regulations.
Train and mentor junior staff members on tax-related matters.
Qualification
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Required
Active EA or CPA certification.
Must have strong Excel skills.
Must have bookkeeping experience.
Minimum of 2-3 years of experience in tax preparation and consulting.
Proficiency with tax software such as Drake, ProSeries, Lacerte, or similar.
Strong analytical, problem-solving, and organizational skills.
Excellent verbal and written communication skills.
Ability to manage multiple projects and meet tight deadlines.
Preferred
Bachelor's degree in Accounting or related field.
Bachelor’s degree in business, accounting, math, finance, or economics is highly preferred.
5+ years experience in public accounting or finance, managing accounting and financial operations.
Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly.
Pacific time zone is a plus.
Company
Uplinq
Saas, Automated Bookkeeping, Financial Intelligence