183 applicants

Company

Uplinq · 3 days ago

Tax Onboarding Specialist

Scottsdale, AZ

Full-time

Remote

Mid Level

$60K/yr - $75K/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

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

Leading and supporting a team in tax tasks

Ensuring a seamless handoff to Tax Operations team

Clearly conveying and explaining intricate tax and accounting data to clients

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

Contributing to our business intelligence solutions

Bridging the gap from Bookkeeping, Tax and Onboarding teams to ensure more seamless workflows

Making final changes to financials to send on to Tax team

Assisting in training Bookkeeping team of standard policy changes needed

Designing and implementing comprehensive chart of account setups for new clients

Leading troubleshooting initiatives

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SMB tax preparationTax laws knowledgeTax return preparationQBO experienceDrake experienceEACPA certificationExcel skillsFinancial statement reviewClient onboardingWindows proficiencyContinuous improvement

Required

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

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 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 Windows operating system and can adopt new software set up and use without difficulty

Possesses an active EA or CPA certification is required

Must have QBO and Drake experience