Uplinq

1 month ago

Senior Tax Reviewer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Perform detailed line-level reviews of complex federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits before manager sign-off. Validate data accuracy, apply judgment to separate material issues from minor discrepancies, and ensure QuickBooks Online data ties to Schedule L for qualifying clients. Answer client technical questions, identify recurring error patterns, provide feedback and training to junior preparers, and stay current on tax law changes.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Perform detailed technical reviews of federal and state tax returns prior to manager-level sign-off.
•Use judgment to identify material issues versus negligible discrepancies while maintaining an efficient, thorough review process.
•Verify that QuickBooks Online data ties to Schedule L for clients with 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 improve first-pass accuracy.

Pay and Benefits

Salary: USD 95,000 - 105,000 annually

Perks:Health InsuranceDentalVision401kLife InsuranceRemote Work

Key Requirements

•Active CPA license or Enrolled Agent (EA) certification.
•8+ years of tax preparation experience, including at least 2 years in a dedicated review capacity.
•Ability to review tax returns 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.

Experience:8+ yearsTax preparationBookkeepingFederal taxesState taxes

Skills:CommunicationAttention to detailQuality assuranceFeedback and trainingJudgment

Licenses:CPA license

Certifications:CPA licenseEnrolled Agent (EA)

Tech Stack:CCH AxcessQuickBooks OnlineSchedule L

Company Brief

Uplinq

Provides a cloud-based platform to help businesses manage distributed service operations with scheduling, dispatch, real-time communication, and analytics to streamline field workforce coordination and service delivery.

Industry: SaaS

Website

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Uplinq

1 month ago

Senior Tax Reviewer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Perform detailed technical reviews of federal and state tax returns prior to manager-level sign-off.
•Use judgment to identify material issues versus negligible discrepancies while maintaining an efficient, thorough review process.
•Verify that QuickBooks Online data ties to Schedule L for clients with 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 improve first-pass accuracy.

Pay and Benefits

Salary: USD 95,000 - 105,000 annually

Perks:Health InsuranceDentalVision401kLife InsuranceRemote Work

Key Requirements

•Active CPA license or Enrolled Agent (EA) certification.
•8+ years of tax preparation experience, including at least 2 years in a dedicated review capacity.
•Ability to review tax returns 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.

Experience:8+ yearsTax preparationBookkeepingFederal taxesState taxes

Skills:CommunicationAttention to detailQuality assuranceFeedback and trainingJudgment

Licenses:CPA license

Certifications:CPA licenseEnrolled Agent (EA)

Tech Stack:CCH AxcessQuickBooks OnlineSchedule L

Company Brief

Uplinq

Industry: SaaS

Website