Tax Administrative Assistant Job at Uplinq in Tempe

Salary: $25 hourly

No applications from members representing firms will be accepted.

About Uplinq:

Uplinq is redefining how businesses manage bookkeeping, accounting, and tax through the power of data, machine learning, and expert insights. We're not just a technology company—we’re a team of highly skilled professionals who work hard, support each other, and value a balance between work, fun, and family. At Uplinq, you’ll have the opportunity to build something meaningful, grow professionally, and be part of a transformative journey.

About the Role:

We are looking for a motivated and organized Tax Administrative Assistant to join our tax team. The ideal candidate is a self-starter with strong communication skills and a background in tax filing. The position will be 20 hours per week except for tax season (twelve weeks per year) at 30 hours per week.

Key Responsibilities:

• Communicate with clients via phone and email, ensuring a positive experience.
• Build relationships with customers and address their questions and concerns.
• Attend client meetings to take notes and capture key information.
• Convert financial statements from PDF to Excel using Adobe Acrobat.
• Prepare documents in Adobe by editing and modifying PDFs.
• Organize and manage filing systems and documentation in ShareFile.
• Assist with scheduling meetings for the Vice President of Tax.
• Retrieve and upload prior year tax returns and financial reports from Uplinq Bookkeeping.
• Generate financial reports in QuickBooks Online as needed.

Qualifications:

• Experience with QuickBooks Online, Adobe, ShareFile, and Google Suite.
• Strong attention to detail and ability to learn new software quickly.
• Excellent organizational skills and a team-oriented mindset.
• Time management and good follow-through is a must.

If you are passionate about providing exceptional support in a collaborative environment, we encourage you to apply.

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