135 applicants

Company

Uplinq · 1 day ago

Tax Onboarding Specialist

Scottsdale, AZ

Full-time

Remote

Mid Level

$60K/yr - $70K/yr

3+ years exp

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Responsibilities

Client onboarding

Collecting necessary documents

Client follow up

Internal workflow

Preparing and reviewing a variety of complex tax returns for individuals and businesses

Handle complex workflows and projects efficiently

Engage effectively with high-value clients to optimize their account setups

Lead and support a team in tax tasks

Onboard companies to a ready state for tax preparation

Communicate intricate tax and accounting data to clients

Drive continuous improvement in Uplinq’s automated bookkeeping and tax systems

Assist in training Bookkeeping team of standard policy changes needed

Design and implement comprehensive chart of account setups for new clients

Lead troubleshooting initiatives

Qualification

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SMB tax preparationTax lawsTax softwareEA certificationCPA certificationExcelFinancial statements reviewClient onboardingQBO experienceDrake experience

Required

Has SMB tax preparation experience, working with a variety of small businesses to prepare and review federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.

Possesses robust problem-solving skills, capable of handling complex workflows and projects efficiently.

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

Leads and supports a team in tax tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in research, document storage, communication, and tax products.

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

Excels in communication, able to clearly convey and explain intricate tax and accounting data to clients as needed.

Has 3+ years in tax preparation, with a preference for those with multi-client experience.

Has expertise in reviewing financial statements and tax filings.

Is eager to drive continuous improvement in Uplinq’s automated bookkeeping and tax systems and contribute to our business intelligence solutions.

Is proficient with tax software such as ProSeries, Lacerte, or similar; experience in Sharefile.

Possesses an active EA or CPA certification is required.