Tax Strategy Admin

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 bookkeeping, rules, and spreadsheets 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. We measure success in demos booked, pipelines created, and revenue influenced.

We’re looking for a detail-oriented and organized Tax Strategy Administrator to join our growing team. In this role, you’ll support the daily operations of our tax and strategy team, manage client communication, and ensure important tasks are completed on time and in line with internal SOPs. You’ll play a vital role in making sure our clients have a smooth, responsive, and well-documented experience.

• Monitor and manage the tax team’s shared inbox; prioritize, route, and respond to client messages as needed
• Send post-meeting Strategy Summary emails to clients using provided templates
• Follow up with clients on outstanding action items and missing documentation
• Maintain up-to-date client records and ensure all communications are properly documented
• Coordinate with tax strategists and internal teams to track deliverables and meeting outcomes
• Prepare tax engagement letters and support onboarding documentation for new clients
• Create and maintain client profiles in internal systems (e.g., Airtable)
• Gather required data across teams, including retrieving prior-year tax returns and downloading financial reports from bookkeeping systems
• Upload and organize documents within the tax filing system to ensure completeness and accuracy
• Follow and execute established SOPs for communication, documentation, and task management

• 2+ years of experience in an administrative, tax, finance, or operations support role
• Experience with Quick Books Online, Google Workspace, Adobe, Share File, and ability to learn new systems quickly
• Strong written and verbal communication skills, with the ability to professionally handle client interactions, including occasional escalations
• Highly organized with strong attention to detail and ability to manage multiple priorities
• Comfortable working with tax preparers and accounting teams to understand required documentation and communicate needs to clients
• Experience maintaining accurate records, including meeting notes, client communications, and CRM/profile management
• Proficient with tools such as Word, Excel, Notion, Airtable, and email platforms
• Self-motivated and reliable, with strong time management skills and ability to stay on top of recurring tasks

• 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