About Uplinq

Uplinq is not your average technology company. Using the power of data, machine learning, and trusted professional insight, Uplinq will change how businesses manage their bookkeeping, accounting, and tax, altering how businesses access and share financial insights. We are very particular about our people and steadfast in our endeavor as a team of high-capacity, highly skilled professionals – who work hard and balance it with fun and family. Joining Uplinq will be a career changer for those seeking to build something meaningful and grow professionally!

The Tax Accountant will be responsible for applying a strong background in tax strategy and a passion for helping small to midsize businesses succeed to Uplinq clients. The ideal candidate will be adept at selling set tax packages and then providing hands-on support to implement effective tax strategies. This role requires a strategic thinker with excellent communication skills and a deep understanding of tax laws applicable to various industries.

Things you will do:

• Sales and Consultation: Sell Uplinq's tax packages through engaging video conferencing presentations as a closer, working in collaboration with our internal sales team.
• Tax Strategy Development: Work closely with clients to understand their business models and financial goals, developing customized tax strategies that align with their needs.
• Implementation Support: Assist clients in the implementation of tax strategies, ensuring seamless integration with their existing financial systems and processes.
• Compliance and Updates: Keep abreast of changing tax laws and regulations, advising clients of necessary adjustments to maintain compliance and optimize tax benefits.
• Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and advice on tax-related matters.
• Performance Analysis: Monitor and analyze the effectiveness of implemented tax strategies, providing clients with insights and recommendations for further optimization.

• Train and mentor junior staff members on tax-related matters.

What we are looking for:

• Active EA or CPA certification.
• Must have strong Excel skills.
• Bachelor’s degree in accounting, finance or related field (preferred).
• Proven experience in tax strategy planning and consultation, particularly for small to midsize businesses.- Extensive knowledge of tax laws and regulations, with the ability to apply this knowledge creatively to benefit clients.
• Strong analytical and problem-solving abilities.
• Ability to work part-time hours with flexibility to meet clients’ needs.
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales skills with the ability to articulate the value of tax packages to prospective clients.
• Proficiency with tax software Drake.
• Pacific time zone is a plus.

Other Qualifications:

Education

• Bachelor’s degree in business, accounting, math, finance, or economics is required.

Experience

• 7 years’ experience in public accounting or finance, managing accounting and financial operations.
• Significant experience with QuickBooks Online and experience adapting to new processes and software very quickly.

Reasons to choose Uplinq:

• Work to build something you believe in and solve problems creatively.
• Unique growth and career opportunities of an organization that will scale rapidly.
• Apply critical thinking and explore solutions, no assembly line development.
• Respect for your contribution to a continually improving, collaborative environment.
• Own your work and outcomes in a supportive professional environment.
• The excitement of a product-led agile organization.
• A flexible balance between work-from-home and in-person collaboration.