Tax Operations Coordinator

2 weeks ago

Scottsdale, Arizona, United States Uplinq Full time
Job Overview

Salary: $25 - $27 hourly

Company Overview:

Uplinq is an innovative startup based in Arizona, dedicated to creating software solutions that simplify bookkeeping and tax processes for small enterprises. Our mission evolved from a desire to empower small businesses with their financial data, enabling informed decision-making and facilitating smoother interactions with lenders and investors. We recognized that the challenges faced by small businesses stem from the complexities of bookkeeping, which often leads to frustration.

Our team is composed of a diverse group of professionals, including CPAs, engineers, tax specialists, product designers, and marketing experts. We foster a collaborative environment where open communication and mutual support are paramount, all while having fun and staying committed to our mission of enhancing the operational efficiency of small businesses.

Position Summary:

The Tax team is in search of a Tax Operations Coordinator to oversee administrative and operational responsibilities, ensuring efficient workflows through precise data entry and processing. The ideal candidate is a self-driven, detail-oriented, and organized individual who excels in data management, possesses strong communication abilities, and is comfortable with technology. A background in tax preparation is preferred. The successful candidate will appreciate the importance of teamwork and be adaptable in supporting various team members as needed.

Key Responsibilities:

  • Proficient in Excel, Adobe, and Google Suite, with a willingness to learn new software tools.
  • Engage with clients via phone and email, building strong relationships with Uplinq Tax customers to ensure a positive experience. Capable of addressing concerns from dissatisfied clients and directing them to the appropriate tax team member.
  • Collaborate effectively with the Tax Onboarding Specialist to meet with clients and collect necessary documentation for quarterly and annual filings. Address client inquiries and resolve issues with the support of the Tax Onboarding Specialist.
  • Work closely with tax preparers to identify required information from clients and communicate effectively to gather this data.
  • Maintain accurate customer profiles by documenting communications, taking meeting notes, creating profiles for new clients in Uplinq's Airtable software, and preparing tax engagement letters.
  • Skilled in data organization and management, including:
    • Converting financial statements from PDF to Excel using Adobe Acrobat.
    • Preparing finalized returns by downloading them from Drake and modifying PDFs to include necessary logos and signatures.
    • Implementing a standardized filing system for organized document management.
    • Creating folders and managing file uploads and downloads via Sharefile.
    • Collecting and organizing customer documentation, ensuring files are stored correctly and notifying tax team members as needed.
  • Assist in gathering data from the Accounting team, including retrieving prior year returns provided to Uplinq Bookkeeping and uploading them to the tax filing system, as well as downloading financial reports from Uplinq Bookkeeping for tax filing purposes.
  • Support the Tax team with additional tasks, such as scheduling meetings and generating reports:
    • Coordinate meetings for the Vice President of Tax and the Tax Onboarding Specialist as required.
    • Generate financial reports in QuickBooks Online as necessary.
    • Complete reasonable compensation reports and ensure client agreement on the amounts.

About Uplinq Accounting:

At Uplinq, our Tax team comprises experienced professionals in tax, accounting, and financial operations, dedicated to onboarding clients and initiating their tax preparation and compliance processes. Our team members are detail-oriented and committed to enhancing the efficiency and accuracy of our tax operations, focusing on our AI-driven bookkeeping and tax solutions.

Choosing Uplinq means engaging with an organization that values creativity and problem-solving. Here, you will work on impactful projects within a product-led, agile framework that appreciates your contributions. Uplinq offers unique opportunities for growth and career advancement as the company is positioned for rapid scaling. You will take ownership of your work and outcomes in an environment that encourages professional development through continuous improvement and collaboration.

We provide a flexible work-from-home policy that accommodates modern professional needs while fostering team cohesion and effectiveness. Uplinq is the perfect environment for those looking to make a significant impact in the FinTech sector. Our close-knit team consists of individuals with successful startup experiences, extensive finance industry backgrounds, and expertise in machine learning, offering unparalleled mentorship and learning opportunities for self-motivated individuals ready to contribute to our success.

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