Senior Tax Reviewer
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AI Summary
Individual applicants residing in the US only
About the role
As a Senior Tax Reviewer at Uplinq, you are the last technical checkpoint before a return reaches final sign-off. You perform the detailed, line-level review of complex federal and state returns — catching material issues, validating data, and providing direct feedback to junior preparers to improve first-pass quality. This role is built for a tax professional who has strong review instincts, knows the difference between a real problem and a rounding error, and can move quickly without cutting corners.
What you'll do
- Perform detailed technical reviews of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits prior to manager-level sign-off.
- Apply judgment to distinguish high-impact issues from negligible discrepancies, keeping the review process thorough and efficient.
- Verify that QuickBooks Online data ties to Schedule L for clients who maintain internal books.
- Respond to client questions about return details and technical tax matters.
- Identify recurring error patterns and provide direct feedback and training to tax staff to raise the standard of first-pass accuracy.
- Stay current on federal and state tax law changes.
Qualifications
- Active CPA license or Enrolled Agent (EA) certification (Required).
- 8+ years of experience in tax preparation, with at least 2 years in a dedicated review capacity.
- Demonstrated ability to review across entity types: individuals, corporations, partnerships, trusts, estates, and nonprofits.
- Expert proficiency with CCH Axcess and QuickBooks Online.
- Strong understanding of bookkeeping and financial statements, including Schedule L reconciliation.
- Clear, professional communication skills — you'll interact directly with clients on technical matters.
Why Join Us
- Competitive pay + health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation
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