Senior Tax Reviewer

Posted 2ds ago

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Job Description

Senior Tax Reviewer at Uplinq reviews complex tax returns for small businesses. Delivering feedback and improvements while ensuring compliance with state and federal tax laws.

Responsibilities:

  • 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

Requirements:

  • 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

Benefits:

  • 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