Tax Administrator

Tax Administrator

At Uplinq we are redefining how businesses manage bookkeeping, accounting, and tax through the power of data, machine learning, and expert insights. As technology enthusiasts, we are committed to delivering exceptional digital solutions that align with our customer's business goals. We are looking for others who want a dynamic, growing work environment to join us. Individual applicants residing in the US only.

About The Role

We're looking for a detail-oriented and organized Tax 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 email inbox; prioritize, route, and respond to messages as needed
• Send post-meeting Strategy Summary Emails to clients using provided templates
• Follow up with clients on action items and missing documents
• Maintain up-to-date records and follow standard procedures for responding to client inquiries
• Coordinate with strategists and internal team to track deliverables and meeting outcomes
• Reference and execute detailed SOPs for communication and task management

Qualifications