Accounting Specialist for FinTech Company
7 days ago
Job Title: Accounting Specialist for FinTech Company
Company Overview: Uplinq is a technology company using data, machine learning, and trusted professional insight to change how businesses manage their bookkeeping, accounting, and tax.
">The Tax Preparer position is ideal for someone looking to develop professionally in the FinTech space with a small, close-knit team that solves complex problems creatively.">About the Role: As an Accounting Specialist at Uplinq, you will be responsible for preparing and reviewing various complex tax returns for individuals and businesses. This position requires in-depth knowledge of tax laws and regulations, excellent communication skills, strong excel skills, and a proven ability to work independently and as part of a team.
">Key Responsibilities:
- Communicate effectively with clients to ensure timely provision of data and client satisfaction.
- Prepare and review federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
- Conduct tax research and planning to minimize tax liabilities and identify tax-saving opportunities for clients.
- Consult with clients on business and tax strategies, including financial planning and estate planning.
- Work closely with senior management to develop internal policies and procedures.
- Review financial records, income statements, and documentation to ensure accuracy.
- Maintain up-to-date knowledge of current tax laws and regulations.
Requirements: To succeed in this role, you should have:
">- Active EA or CPA certification preferred.
- Strong Excel skills.
- Bachelor's degree in Accounting or related field (desired).
- Minimum of 2-3 years of experience in tax preparation and consulting.
- Proficiency with tax software such as Drake, ProSeries, Lacerte, or similar.
- Strong analytical, problem-solving, and organizational skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple projects and meet tight deadlines.
- Pacific time zone is advantageous.
Benefits: At Uplinq, you can expect a competitive salary range of $55,000-$65,000 per year. Additionally, you will have the opportunity to work in a collaborative environment with a dynamic team, enjoy flexible remote work options, and contribute to building something meaningful in the FinTech space.
">About Uplinq: We value our team members' contributions and strive to create a supportive and continually improving work environment. If you are a self-motivated go-getter seeking unique growth and career opportunities, join us in shaping the future of FinTech at Uplinq
">Why Choose Uplinq:
- Build something you believe in and solve problems creatively.
- Unique growth and career opportunities in a rapidly scaling organization.
- Apply critical thinking and explore solutions, not assembly line development.
- Respect your contribution to a continually improving, collaborative environment.
- Own your work and outcomes in a supportive professional setting.
- The excitement of a product-led agile organization.
- A flexible balance between work from home and in-person collaboration.
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