Tax Review Manager

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; consequently, altering the way 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 Review Manager position is perfect for someone looking to develop as a professional in the FinTech & Tax space. We operate with a close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, extensive tax, and prestigious machine learning experience, Uplinq can offer incredible mentorship and learning opportunities that can't be found in many other places. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.

The Tax Review Manager will be responsible for overseeing the preparation and review of a variety of complex tax returns for individuals and businesses. The position will also involve providing tax consultation and overseeing the calculation of quarterly estimated tax amounts for clients. This position requires in-depth knowledge of tax laws and regulations, excellent communication skills, management experience, strong Excel skills, and a proven ability to work independently and as part of a team.

Things you will do:

• Comprehensive Tax Review and Compliance: Complete final review of returns. Oversee preparation of complex individual and business tax returns, ensuring they meet accuracy and compliance standards. Lead by example in using technology to maintain compliance and enhance efficiency.
• Team Leadership and Development: Identify and address training needs to enhance expertise in tax preparation and compliance. Offer mentorship and hands-on support, fostering a collaborative and efficient work environment.
• Workflow Innovation: Craft and implement standard operating procedures that harness Uplinq’s technological resources, aiming for efficiency amid a high volume of work.
• Budget Management and Resource Optimization: Oversee allocation of the team's hours and resources, ensuring optimal project delivery within financial and time constraints.
• Extended Work Hours: Willingness, especially during peak tax seasons, to meet critical deadlines and support the team in navigating high-pressure periods. This requires working hours outside of typical business hours to ensure returns are filed timely.
• Quality Assurance: Establish and maintain stringent quality control protocols to uphold the highest standards of tax preparation and compliance, continuously seeking ways to enhance operational efficiency and process improvements through technology and training.
• 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 or Master's degree in finance, accounting or related field (preferred).
• Minimum of 10 years of experience in tax operations including a managerial role.
• Expertise in corporate tax laws and the ability to navigate and explain complex tax issues clearly.
• Outstanding organizational abilities and meticulous attention to detail.
• Excellent communication skills.
• Strong resilience and capability to work effectively under pressure.
• Demonstrated leadership skills with a knack for nurturing high-performing teams under tight deadlines.
• Proficiency with tax software Drake.
• Ability to train, mentor, and manage people.

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.