Uplinq Financial Technologies

Onboarding Accounting Specialist

Uplinq Financial Technologies · Full Time · a month ago

Uplinq Financial Technologies

🌎 United States 💵 $65000 - $75000 per year ⭐ 2-5 yrs exp 💼 Finance

Lead new client onboarding by guiding them through system setup, data clean-up, and account configuration. Manage timelines and deliverables while transitioning accounts to the ongoing support team.

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Tax Preparer

Uplinq Financial Technologies · Full Time · a month ago

Uplinq Financial Technologies

🌎 United States 💵 $70000 - $80000 per year ⭐ 2-5 yrs exp 💼 Finance

The Tax Preparer will prepare and review complex federal and state tax returns for individuals and various business entities. They will also utilize AI-powered tools to perform quality checks and provide tax planning advice to clients.

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Tax Strategy Admin

Uplinq Financial Technologies · Full Time · a month ago

Uplinq Financial Technologies

🌎 United States 💵 $50000 - $60000 per year ⭐ 2-5 yrs exp 💼 Finance

The Tax Strategy Administrator will manage client communications, monitor shared inboxes, and coordinate with tax strategists to track deliverables. They are also responsible for maintaining accurate client records, preparing engagement letters, and ensuring all documentation is organized according to internal SOPs.

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Tax Prep Intern

Uplinq Financial Technologies · Full Time · a month ago

Uplinq Financial Technologies

🌎 United States 💵 $20 - $25 per hour ⭐ 0-2 yrs exp 💼 Finance

The intern will organize and review client tax documents while assisting with the preparation of workpapers and various tax forms. They will also support internal compliance workflows and utilize automation tools to streamline tax operations.

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Tax Manager

Uplinq Financial Technologies · Full Time · a month ago

Uplinq Financial Technologies

🌎 United States 💵 $100K - $115K per year ⭐ 10+ yrs exp 💼 Finance

The Tax Manager will oversee the preparation and review of complex tax filings while leading and mentoring a team of tax professionals. They are responsible for developing standard operating procedures, managing resources, and ensuring high-quality compliance through technological efficiency.

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Sr. Tax Reviewer

Uplinq Financial Technologies · Full Time · a month ago

Uplinq Financial Technologies

🌎 United States 💵 $80000 - $95000 per year ⭐ 5-10 yrs exp 💼 Finance

The Senior Tax Reviewer will lead the preparation and review of complex federal and state tax returns for various client types. They will also conduct tax research, mentor junior staff, and collaborate with management to improve internal tax policies and quality control.

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Tax Strategy Advisor

Uplinq Financial Technologies · Full Time · 2 months ago

Uplinq Financial Technologies

🌎 United States 💵 $95000 - $115K per year ⭐ 10+ yrs exp 💼 Finance

The Tax Strategy Advisor will prepare and review complex business and individual tax returns while delivering proactive tax planning and technical guidance. They will also lead client engagements, resolve accounting discrepancies, and collaborate with the sales team to identify service expansion opportunities.

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Sr. Accounting Specialist

Uplinq Financial Technologies · Full Time · 2 months ago

Uplinq Financial Technologies

🌎 United States 💵 $75000 - $85000 per year ⭐ 5-10 yrs exp 💼 Finance

The Senior Accounting Specialist will manage month-end close and financial reporting for complex client accounts while maintaining SOPs and workflows. They will also serve as the primary point of contact for clients and provide mentorship to junior team members.

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Accounting Specialist

Uplinq Financial Technologies · Full Time · 2 months ago

Uplinq Financial Technologies

🌎 United States 💵 $60000 - $75000 per year ⭐ 2-5 yrs exp 💼 Finance

Manage day-to-day bookkeeping and accounting activities for a portfolio of small business clients. Prepare and review monthly financial reports while ensuring accurate ledgers and timely month-end closes.

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Implementation Accounting Specialist

Uplinq Financial Technologies · Full Time · 2 months ago

Uplinq Financial Technologies

🌎 United States 💵 $70000 - $85000 per year ⭐ 5-10 yrs exp 💼 Finance

The Implementation Accounting Specialist will manage catch-up and clean-up accounting for new clients during the onboarding process. This includes designing bookkeeping setups, reconciling accounts, and ensuring historical financial data is accurate and tax-ready.

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Accounting Manager

Uplinq Financial Technologies · Full Time · 2 months ago

Uplinq Financial Technologies

🌎 United States 💵 $95000 - $115K per year ⭐ 5-10 yrs exp 💼 Finance

The Accounting Manager will lead a team of Senior Accounting Specialists to ensure accurate financial reporting and smooth client handoffs. They are responsible for mentoring staff, refining operational workflows, and acting as an escalation point for complex client accounting issues.

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Initialization Accounting Specialist

Uplinq Financial Technologies · Full Time · 2 months ago

Uplinq Financial Technologies

🌎 United States 💵 $70000 - $85000 per year ⭐ 5-10 yrs exp 💼 Finance

The Initialization Accounting Specialist manages catch-up and clean-up accounting for new clients during the onboarding process. This includes reconciling accounts, standardizing bookkeeping setups, and preparing financial data for tax readiness.

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