Tax Reviewer

Uplinq

. Review federal and state returns for individuals, corporations, partnerships, trusts, estates, and nonprofits before final sign-off .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax review and preparation, utilizing AI tools for efficiency while maintaining a strong attention to detail. Capable of providing clear client communication and feedback, with a focus on process improvement and team collaboration.

Highest-signal resume keywords

Tax Review ExperienceStrong Excel SkillsValid PTINCPA Or EA PreferredMulti-State And Multi-Entity Review Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationAI Tools UsageQuickBooks OnlineProcess ImprovementData Verification

Soft Skills

Attention To DetailCoachabilityInitiativeClient CommunicationFollow-Through

Tools & Technologies

Claude SkillsUplinq's Platform

Certifications & Qualifications

Valid PTINCPAEA

Industry Keywords

Federal And State ReturnsIndividualsCorporationsPartnershipsTrustsEstatesNonprofits

About the role

Key responsibilities & impact

Review federal and state returns for individuals, corporations, partnerships, trusts, estates, and nonprofits before final sign-off
Review returns prepared by the team and by AI
Use AI tools, Claude skills, and Uplinq's platform to speed up reviews and cut admin work
Verify that QuickBooks Online data ties to Schedule L for clients who keep internal books
Spot recurring errors and give preparers clear, direct feedback
Suggest process improvements and help build them
Answer client questions clearly and follow through until they're resolved

Requirements

What you’ll need

Individual applicants residing in the US only
Tax review experience and a background in tax preparation
Daily, hands-on use of AI at work, and interest in doing more with it
Strong Excel skills
Close attention to detail
Coachability and initiative, including asking for feedback and speaking up when something could work better
A friendly, professional client voice and strong follow-through
Multi-state and multi-entity review experience
Valid PTIN required (or ability to acquire one prior to start)
CPA or EA preferred
We hire in select states
Phoenix and Scottsdale candidates are a plus

Benefits

Comp & perks

Fully remote work
Daily work with AI and automation, alongside a team that builds new tools as needs come up
Health, dental, vision, 401(k), and life insurance
Room to grow as the company scales