Lead Tax Consultant

2 weeks ago


Scottsdale, Arizona, United States Uplinq Full time
Job Overview

About Uplinq

Uplinq is an innovative startup based in Arizona, dedicated to creating software solutions that streamline bookkeeping and tax processes for small enterprises. Our diverse team of professionals is committed to empowering individuals to manage their financial matters effectively.

Position: Lead Tax Consultant

Key Responsibilities:

  • Prepare and analyze a variety of tax filings for both individuals and corporate clients.
  • Engage in tax research and strategic planning to optimize tax outcomes.
  • Advise clients on financial and tax-related strategies.
  • Collaborate with senior management to establish internal policies and procedures.
  • Guide and mentor junior team members on tax issues.

Qualifications:

  • Current EA or CPA certification is required.
  • Proficient in Excel and related software.
  • Bachelor's degree in Accounting or a related discipline.
  • 2-3 years of relevant experience in tax preparation and advisory services.
  • Familiarity with tax software such as Drake, ProSeries, Lacerte, or comparable tools.
  • Strong analytical, problem-solving, and organizational abilities.

Additional Qualifications:

  • Degree in business, accounting, mathematics, finance, or economics.
  • 5+ years of experience in public accounting or financial services.
  • Experience with QuickBooks Online and a capacity to learn new software quickly.

Why Join Uplinq?

  • Be part of a mission-driven organization that values your contributions.
  • Work on innovative solutions to challenging problems.
  • Experience unique opportunities for career advancement in a fast-growing company.
  • Join a collaborative and professional work culture.
  • Benefit from a flexible work arrangement that balances remote and in-office collaboration.

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