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Tax Strategy Admin

Uplinq · Remote, United States · Remote · Active · $55,000–$65,000 / year · Rippling ATS

Job facts

Field	Value
Company	Uplinq
Title	Tax Strategy Admin
Normalized title	-
Department / team	Tax
Location	United States
Work model	Remote / Remote
Employment type	Full Time
Salary	$55,000–$65,000 / year
Status	active
ATS provider	Rippling ATS
Posted / first seen	2026-04-21 / 2026-05-29
Changed / last seen	2026-06-11 / 2026-06-11

Related slices

Page	What it contains	Open
Company jobs	Active postings from Uplinq.	Open
Company breakdowns	Role, location, ATS, and work model facets for this company.	Open
ATS provider jobs	Active postings observed through Rippling ATS.	Open
Provider filtered search	The same provider as a filtered job collection.	Open
Department jobs	Active postings in Tax.	Open
Work model jobs	Active Remote postings.	Open
Lifecycle events	Open, update, close, and reopen events for this posting.	Open
Original posting	Canonical source or apply URL captured from the ATS.	Open

Linked records

Company	Uplinq
Source	4131ecd6-8fbb-4da0-94bc-cfa722b405e6
ATS provider	Rippling ATS

Description

company 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. role 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 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 Qualifications 2+ years of experience in an administrative, tax, finance, or operations support role Experience with QuickBooks Online, Google Workspace, Adobe, ShareFile, 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 Why Join Us 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

Full job record

Job ID	8f19c520bd40783bdec95640531a04c490ef7880
Org ID	782b487c-959c-40c0-b5dd-ba7513e41bb4
Source ID	4131ecd6-8fbb-4da0-94bc-cfa722b405e6
Board ID	4131ecd6-8fbb-4da0-94bc-cfa722b405e6
Provider	rippling
Provider Job Key	4d67882d-e466-4c08-b70e-e9b2cd237917
Title	Tax Strategy Admin
Normalized Title	—
Status	active
Active	yes
Location Text	Remote, United States
Department	Tax
Team	—
Employment Type	full_time
Workplace Type	remote
Remote Policy	remote
Country	United States
Region	—
City	—
Salary Raw	USD 55000-65000 YEAR
Salary Min	55,000
Salary Max	65,000
Salary Currency	USD
Salary Period	year
Source URL	https://ats.rippling.com/uplinq/jobs/4d67882d-e466-4c08-b70e-e9b2cd237917
Apply URL	https://ats.rippling.com/uplinq/jobs/4d67882d-e466-4c08-b70e-e9b2cd237917
First Seen At	2026-05-29 07:13:58Z
Last Seen At	2026-06-11 09:55:46Z
Last Checked At	2026-06-11 09:55:46Z
Last Changed At	2026-06-11 09:55:46Z
Inactive At	—
Source Posted At	2026-04-21 23:09:37Z
Source Updated At	—
Raw Payload Uri	s3://job-postings-prod-raw-590183727216/raw/provider=rippling/board=uplinq/date=2026-06-11/2026-06-11T09-55-45-762Z-8148c5668fc4000ec7c3ee6d0d0e5ea3512ca871ff0928633a4c0e6e9b75ab8a.json

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      "role": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Individual applicants residing in the US only</strong></b><br><br><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">About the role</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">We’re looking for a detail-oriented and organized&nbsp;Tax Strategy Administrator&nbsp;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.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">What you'll do</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Monitor and manage the tax team’s shared inbox; prioritize, route, and respond to client messages as needed</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Send post-meeting Strategy Summary emails to clients using provided templates</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Follow up with clients on outstanding action items and missing documentation</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Maintain up-to-date client records and ensure all communications are properly documented</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Coordinate with tax strategists and internal teams to track deliverables and meeting outcomes</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Prepare tax engagement letters and support onboarding documentation for new clients</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Create and maintain client profiles in internal systems (e.g., Airtable)</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Gather required data across teams, including retrieving prior-year tax returns and downloading financial reports from bookkeeping systems</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Upload and organize documents within the tax filing system to ensure completeness and accuracy</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Follow and execute established SOPs for communication, documentation, and task management</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Qualifications</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">2+ years of experience in an administrative, tax, finance, or operations support role</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Experience with QuickBooks Online, Google Workspace, Adobe, ShareFile, and ability to learn new systems quickly</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Strong written and verbal communication skills, with the ability to professionally handle client interactions, including occasional escalations</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Highly organized with strong attention to detail and ability to manage multiple priorities</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Comfortable working with tax preparers and accounting teams to understand required documentation and communicate needs to clients</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Experience maintaining accurate records, including meeting notes, client communications, and CRM/profile management</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Proficient with tools such as Word, Excel, Notion, Airtable, and email platforms</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Self-motivated and reliable, with strong time management skills and ability to stay on top of recurring tasks</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Why Join Us</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Competitive pay + health, dental, vision, 401(k), and life insurance</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Remote-first and flexible work culture</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Clear path for career growth in a fast-growing firm</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Modern tech stack and automation-first mindset</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Supportive, collaborative team with strong systems and documentation</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:10.5pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p>",
      "company": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:16pt;white-space:pre-wrap;\">About Uplinq</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">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.</span><br><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">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.</span></p>"
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