Tax Onboarding Specialist
4 days ago
We are seeking a highly skilled Tax Onboarding Specialist to join our team at Uplinq. As a key member of our Tax team, you will be responsible for client onboarding, collecting necessary documents, and preparing and reviewing complex tax returns for individuals and businesses.
This is an excellent opportunity for a self-motivated individual to develop their skills in the FinTech space and contribute to our mission to help small businesses run their finances better.
Key Responsibilities- Client onboarding and document collection
- Preparing and reviewing tax returns for individuals and businesses
- Internal workflow management and process improvement
- Collaboration with the Tax Operations team to ensure seamless handoffs
- 3+ years of experience in tax preparation, preferably with multi-client experience
- Active EA or CPA certification
- Proficiency in tax software such as Drake, ProSeries, Lacerte, or similar
- Strong Excel skills and attention to detail
- Excellent communication and problem-solving skills
Uplinq is a FinTech company that provides automated bookkeeping and tax solutions for small businesses. We are a tight-knit team of professionals who are passionate about helping our clients succeed. We offer a work-from-home policy and a collaborative environment that values creativity and problem-solving.
As a Tax Onboarding Specialist at Uplinq, you will have the opportunity to work on meaningful projects, develop your skills, and contribute to our growth and success.
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Tax Onboarding Specialist
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Scottsdale, Arizona, United States Uplinq Full timeAbout the RoleWe are seeking a highly skilled Tax Onboarding Specialist to join our team at Uplinq. As a Tax Onboarding Specialist, you will be responsible for client onboarding, collecting necessary documents, client follow-up, internal workflow, and preparing and reviewing complex tax returns for individuals and businesses.This is an excellent opportunity...
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