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Senior Tax Reviewer

uplinq
Companyuplinq
CategoryFinance
LocationRemote
RemoteRemote
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
First seen14 Jul 2026 (the employer did not state a posting date)
Last verified9 Aug 2026
SourceEmployer ATS (rippling)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Individual applicants residing in the US only About the role As a Senior Tax Reviewer at Uplinq, you are the last technical checkpoint before a return reaches final sign-off. You perform the detailed, line-level review of complex federal and state returns — catching material issues, validating data, and providing direct feedback to junior preparers to improve first-pass quality. This role is built for a tax professional who has strong review instincts, knows the difference between a real problem and a rounding error, and can move quickly without cutting corners. What you'll do • Perform detailed technical reviews of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits prior to manager-level sign-off. • Apply judgment to distinguish high-impact issues from negligible discrepancies, keeping the review process thorough and efficient. • Verify that QuickBooks Online data ties to Schedule L for clients who maintain internal books. • Respond to client questions about return details and technical tax matters. • Identify recurring error patterns and provide direct feedback and training to tax staff to raise the standard of first-pass accuracy. • Stay current on federal and state tax law changes. Qualifications • Active CPA license or Enrolled Agent (EA) certification (Required). • 8+ years of experience in tax preparation, with at least 2 years in a dedicated review capacity. • Demonstrated ability to review across entity types: individuals, corporations, partnerships, trusts, estates, and nonprofits. • Expert proficiency with CCH Axcess and QuickBooks Online. • Strong understanding of bookkeeping and financial statements, including Schedule L reconciliation. • Clear, professional communication skills — you'll interact directly with clients on technical matters. Why Join Us • Competitive pay + health, dental, vision, 401(k), and life insurance • Remote-first and flexible work culture • Clear path for career growth in a fast-growing firm • Modern tech stack and automation-first mindset • Supportive, collaborative team with strong systems and documentation About Uplinq Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual workflows with intelligent automation that delivers real-time clarity and control. We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff.