Full-Time
Senior Tax Reviewer
Updated on 8/23/2026
Uplinq
51-200 employees
AI-driven SMB bookkeeping and tax automation
Compensation Overview
$95k - $105k/yr
No H1B Sponsorship
Remote in USA
Remote
 Accounting (1) |
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- An active Certified Public Accountant license or Enrolled Agent certification is required.
- At least 8 years of experience in tax preparation, including at least 2 years in a dedicated review capacity.
- Ability to review tax returns across 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 for direct client interaction on technical matters.
- Perform detailed technical reviews of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits before manager-level sign-off.
- Distinguish high-impact issues from negligible discrepancies while 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 improve first-pass accuracy.
- Stay current on federal and state tax law changes.
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
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Simplify's Take
What believers are saying
- Uplinq raised $10 million Series A on 2025-05-29 from Next Coast Ventures.
- Uplinq says it serves nearly 1,000 SMBs across ecommerce, healthcare, logistics, hospitality.
- Its July 2026 product pages emphasize same-day P&L, reconciliation, and rapid onboarding.
What critics are saying
- Accrual, Basis, and Pilot raised massive 2026 capital, intensifying accounting-AI price competition.
- QuickBooks remains the system of record; Intuit can copy Uplinq's workflow layer.
- Reddit complaints in July 2026 signal trust risk; one failed tax filing destroys retention.
What makes Uplinq unique
- Uplinq runs continuous bookkeeping with accountant review, not monthly batch cleanup.
- It integrates with QuickBooks, preserving existing ledgers instead of forcing migrations.
- Scottsdale-based Uplinq pairs proprietary AI with U.S.-based accountants and tax filing support.
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Growth & Insights and Company News
6 month growth
↓ -4%1 year growth
↓ -1%2 year growth
↑ 0%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.
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.
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
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