Full-Time

Tax Operations Manager - CPA

Posted on 10/31/2025

Uplinq

Uplinq

51-200 employees

AI-driven SMB bookkeeping and tax automation

Compensation Overview

$100k - $115k/yr

+ Health + Dental + Vision + 401(k) + Life Insurance

Remote in USA

Remote

Category
Accounting (3)
, ,
Required Skills
Quickbooks
Financial analysis
Data Analysis
Requirements
  • Active EA or CPA certification
  • Bachelor’s degree in business, accounting, finance, math, or economics (Master’s preferred)
  • 10+ years of experience in tax operations or public accounting, including 3+ years in a managerial role
  • Expertise in corporate tax laws with the ability to explain complex issues clearly
  • Significant experience with QuickBooks Online and CCH Access tax software
  • Demonstrated leadership in managing, training, and mentoring high-performing teams
  • Ability to quickly adapt to new processes and technologies
Responsibilities
  • Conduct comprehensive reviews of tax returns, overseeing the preparation of complex individual and business filings to ensure accuracy and compliance, while leveraging technology to drive efficiency
  • Lead, mentor, and support team members by identifying training needs, providing hands-on guidance, and fostering a collaborative, high-performing work environment
  • Develop and implement standard operating procedures that optimize Uplinq’s technological resources to improve efficiency and manage high volumes of work
  • Manage budgets, team hours, and resource allocation to deliver projects effectively within financial and time constraints
  • Demonstrate flexibility and commitment by working extended hours during peak tax seasons to meet deadlines and support the team under pressure
  • Establish and enforce rigorous quality control protocols to maintain the highest standards in tax preparation and compliance, driving continuous process and efficiency improvements
  • Train and mentor junior staff members, enhancing technical expertise and professional growth in tax-related matters

Uplinq offers an AI-powered platform that automates bookkeeping and tax tasks for US SMBs. It uses proprietary AI and large language models to classify expenses, manage transactions, and generate financial reports like P&L, while human experts finalize statements and tax strategies. The system connects to tools such as QuickBooks and links to more than 10,000 banks, reducing manual data entry. By pairing automation with human oversight and broad integrations across industries, it aims to help SMBs run finances more accurately and efficiently while expanding its AI capabilities and client base.

Company Size

51-200

Company Stage

Series A

Total Funding

$17.3M

Headquarters

Tempe, Arizona

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • $10M Series A from Next Coast Ventures in May 2025 scales AI capabilities.
  • Serves nearly 1,000 SMBs across e-commerce, healthcare, and logistics sectors.
  • Customers achieve 80% reduction in manual data entry through AI automation.

What critics are saying

  • Intuit API changes disrupt QuickBooks integration within 12-24 months.
  • AI hallucinations trigger IRS compliance violations and lawsuits in 6-18 months.
  • Human oversight costs erode margins as customers exceed 1,000 in 18-36 months.

What makes Uplinq unique

  • Uplinq automates bookkeeping using proprietary AI and LLMs for expense categorization.
  • Platform integrates with 10,000 banks and QuickBooks for day-one P&L generation.
  • Human oversight finalizes statements and optimizes tax strategies for accuracy.

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Benefits

Competitive Equity

Performance Bonus

Stock Options

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

12%

2 year growth

5%
Business Wire
May 30th, 2025
Uplinq Secures $10 Million Series A to Revolutionize AI-Powered Bookkeeping and Tax Solutions for SMBs

Uplinq raises $10M Series A to scale AI-powered bookkeeping and tax automation for small businesses across the U.S., led by Next Coast Ventures.

Morningstar
May 29th, 2025
Uplinq Secures $10M for AI Bookkeeping

Uplinq has secured a $10 million Series A funding round led by Next Coast Ventures, with participation from AZ-VC Live Oak Ventures and existing investors. This funding will enhance Uplinq's AI capabilities, scale customer acquisition, and strengthen infrastructure for SMB financial management. Uplinq's AI-driven platform automates bookkeeping and tax workflows, improving accuracy and efficiency for nearly 1,000 SMBs across various industries in the U.S.

Yahoo Finance
Mar 29th, 2025
Mark Cuban’S Ai Advice: How Small Businesses Can Use It To Beat The Competition

Business entrepreneur Mark Cuban recently addressed an SXSW conference in Austin, Texas, telling the crowd that when it comes to any industry, AI is merely a tool of the trade, not the overall magical solution, according to TechCrunch. For You: Mark Cuban Wants To Reshape Healthcare — 5 Ways His Approach Could Save Americans Money Find Out: 8 Common Mistakes Retirees Make With Their Social Security Checks That includes small businesses, which usually struggle to get their footing in the early years, though with Cuban’s advice, might be able to harness AI to beat their competitors. GOBankingRates reached out to business experts to see if they agreed with Cuban’s advice and found out how small businesses can use AI to edge out their competitors. “AI can be a valuable tool for small businesses, particularly those with limited resources,” explained CEO of Abrigo, Jay Blandford. “In addition to serving small businesses, many community banks and credit unions are small businesses themselves.” Blandford pointed to survey data from Abrigo, which revealed that among banks and credit unions with fewer than 500 employees, 19% are excited about AI, while 76% are either excited or open but cautious. “This suggests that most of these small businesses are receptive to using AI,” Blandford concluded

Crowdfund Insider
Dec 9th, 2022
Uplinq Raises $5.6 Million In Seed Funding, Aims To Improve SME Financial Intelligence, Bookkeeping | Crowdfund Insider

Uplinq has raised $5.6 million in seed funding in a funding round led by AZ-VC, the Arizona-focused venture capital fund. The round included a strategic

INACTIVE