Tax Strategy Admin

About Uplinq 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. Individual applicants residing in the US only About the role 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. What you'll do Monitor and manage the tax team’s shared inbox; prioritize, route, and respond to client messages as neededSend post-meeting Strategy Summary emails to clients using provided templatesFollow up with clients on outstanding action items and missing documentationMaintain up-to-date client records and ensure all communications are properly documentedCoordinate with tax strategists and internal teams to track deliverables and meeting outcomesPrepare tax engagement letters and support onboarding documentation for new clientsCreate 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 systemsUpload and organize documents within the tax filing system to ensure completeness and accuracyFollow and execute established SOPs for communication, documentation, and task management Qualifications 2+ years of experience in an administrative, tax, finance, or operations support roleExperience with QuickBooks Online, Google Workspace, Adobe, ShareFile, and ability to learn new systems quicklyStrong written and verbal communication skills, with the ability to professionally handle client interactions, including occasional escalationsHighly organized with strong attention to detail and ability to manage multiple prioritiesComfortable working with tax preparers and accounting teams to understand required documentation and communicate needs to clientsExperience maintaining accurate records, including meeting notes, client communications, and CRM/profile managementProficient with tools such as Word, Excel, Notion, Airtable, and email platformsSelf-motivated and reliable, with strong time management skills and ability to stay on top of recurring tasks Why Join Us Competitive pay + health, dental, vision, 401(k), and life insuranceRemote-first and flexible work cultureClear path for career growth in a fast-growing firmModern tech stack and automation-first mindsetSupportive, collaborative team with strong systems and documentation Locations: Remote