Accounting Specialist for FinTech Company

7 days ago


Scottsdale, Arizona, United States Uplinq Full time

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.

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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.
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Requirements: To succeed in this role, you should have:

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  • 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.
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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.

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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

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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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