Uplinq · 3 weeks ago
Sr. Tax Operations Manager - CPA
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expUplinq is redefining how businesses manage bookkeeping, accounting, and tax through innovative technology and expert insights. They are seeking a Sr. Tax Operations Manager to lead their tax compliance team, ensuring accurate tax returns and fostering a collaborative work environment. The role requires strong leadership skills, a deep understanding of tax matters, and a commitment to optimizing workflow and compliance.
AccountingArtificial Intelligence (AI)Financial ServicesFinTechSoftware
No H1B
Responsibilities
Complete final review of returns
Oversee preparation of complex individual and business tax returns, ensuring they meet accuracy and compliance standards
Lead by example in using technology to maintain compliance and enhance efficiency
Identify and address training needs to enhance expertise in tax preparation and compliance
Offer mentorship and hands-on support, fostering a collaborative and efficient work environment
Craft and implement standard operating procedures that harness Uplinq’s technological resources, aiming for efficiency amid a high volume of work
Oversee allocation of the team's hours and resources, ensuring optimal project delivery within financial and time constraints
Willingness, especially during peak tax seasons, to meet critical deadlines and support the team in navigating high-pressure periods
Establish and maintain stringent quality control protocols to uphold the highest standards of tax preparation and compliance, continuously seeking ways to enhance operational efficiency and process improvements through technology and training
Train and mentor junior staff members on tax-related matters
Qualification
Required
Active EA or CPA certification
Must have strong Excel skills
Minimum of 10 years of experience in tax operations including a managerial role for at least 3 years
Expertise in corporate tax laws and the ability to navigate and explain complex tax issues clearly
Outstanding organizational abilities and meticulous attention to detail
Excellent communication skills
Strong resilience and capability to work effectively under pressure
Demonstrated leadership skills with a knack for nurturing high-performing teams under tight deadlines
Proficiency with tax software Drake
Ability to train, mentor, and manage people
Bachelor's degree in business, accounting, math, finance, or economics is required
10+ 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
Preferred
Bachelor's or Master's degree in finance, accounting or related field (preferred)
Company
Uplinq
Uplinq provides an AI-integrated platform that automates bookkeeping and tax workflows for small businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$19.72MKey Investors
Next Coast VenturesAZ-VC
2025-05-29Series A· $10M
2024-03-14Series Unknown· $2.47M
2022-08-19Seed· $5.6M
Leadership Team
Alex Glenn
Co-Founder & CEO
Ethan Blak
Chief Marketing Officer
Recent News
Mexico Business
2025-08-30
2025-06-03
The Fintech Times
2025-01-17
Company data provided by crunchbase