Uplinq · 20 hours ago

Junior Tax Onboarding Specialist

Tempe, AZ

Full-time

Remote

Entry Level

$57K/yr - $65K/yr

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Responsibilities

Client onboarding

Collecting necessary documents

Client follow up

Internal workflow

Carrying out administrative duties such as gathering documents, answering complex questions and requests, scheduling and assigning administrative projects

Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services

Is skilled in onboarding companies to a ready state for tax preparation, ensuring a seamless handoff to Tax Operations team

Communicate and clearly convey and explain intricate tax and accounting data to clients as needed

Will review financial statements and tax filings to determine data needs

Drive continuous improvement in Uplinq’s automated bookkeeping and tax systems and contribute to our business intelligence solutions

Carries out administrative duties such as gathering documents, scanning, filing, mailing, etc.

Completes operational requirements by scheduling and assigning administrative projects and expediting work results

Supports team by performing tasks related to organization and strong communication

Provides information by answering questions and requests

Contributes to team effort by accomplishing related results as needed

Qualification

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QuickBooks OnlineTax lawsClient onboardingAdobeShareFileGoogle SuiteData gatheringFinancial statements reviewAirtable

Required

Has experience with QuickBooks Online, Adobe, ShareFile, and Google suite and ability to learn new software

Able to occasionally communicate with disgruntled clients and direct them to the proper tax member who can solve their problem

Works well with tax preparers to understand what pieces of information need to be gathered from the customer and communicating with the customer to do so

Is diligent to maintain customer profiles including taking meeting notes, documenting communication, creating profiles for new customers in Uplinq Airtable software, preparing tax engagement letters

Able to assist in gathering data from the Accounting team including find prior year returns given to Uplinq Bookkeeping and upload to the Tax filing system, downloading financial reports provided by Uplinq Bookkeeping and upload to tax’s filing system