Qureos Mentor

Uplinq

<div>About Uplinq 
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses. 
We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team. 
Individual applicants residing in the US only 
About the role
As a Senior Tax Preparer at Uplinq, you will lead the preparation and review of complex federal and state tax returns for a diverse range of clients, including individuals, corporations, partnerships, trusts, estates and nonprofits. You&rsquo;ll work closely with leadership, mentor junior staff, and help improve tax processes. This role is great for a seasoned tax pro who enjoys a fast-paced, collaborative startup environment. 
What you'll do<ul><li>
Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, estates and nonprofits.</li><li>
Conduct tax research and planning to identify opportunities that minimize client tax liabilities.</li><li>
Collaborate with senior management to develop and implement internal tax policies, quality control procedures, and ensure compliance.</li><li>
Coordinate with bookkeeping and accounting teams to ensure alignment of financial data used in tax returns.</li><li>
Review financial records, income statements, and supporting documents to ensure accuracy.</li><li>
Maintain up-to-date knowledge of current tax laws and regulations.</li><li>
Review junior staff work and provide mentorship on complex tax matters.</li></ul>
Qualifications<ul><li>
Active CPA license or Enrolled Agent (EA) certification.</li><li>
Bachelor&rsquo;s in Accounting or related field; Master&rsquo;s in Tax preferred</li><li>
6+ years of experience in tax preparation and review.</li><li>
Proficient with tax software such as CCH Axcess, Drake, Lacerte, or ProSeries</li><li>
Strong Excel skills and experience with QuickBooks Online</li><li>
Solid bookkeeping and financial statement understanding</li></ul>
Why Join Us<ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 

The pay range for this role is: 
80,000 - 95,000 USD per year(Remote (United States))</div>

Sr. Tax Preparer

About UplinqUplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We&rsquo;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&rsquo;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.About the roleUplinq is seeking a sharp, strategic, and experienced Tax Strategy Advisor &amp; Preparer to join our growing tax team. You&rsquo;ll apply your expertise in flow‑through entities, corporate and nonprofit tax planning, and advisory mindset to navigate clients proactively through complex tax issues. This is not a back‑office compliance role&mdash;we want someone who thinks like a founder and acts like a partner.What you'll do<ul><li>Prepare and review a wide range of business and individual tax returns (S corps, partnerships, C corps, trusts, nonprofits, and high-net-worth individuals)</li><li>Deliver proactive tax strategies, tailored planning, and technical guidance across client accounts.</li><li>Identify and resolve discrepancies in client books and ensure accurate reporting.</li><li>Lead and manage client engagements from initial scoping through final delivery.</li><li>Conduct technical research and prepare documentation to support tax positions.</li><li>Review and finalize summaries prepared by admin staff.</li><li>Contribute to internal systems, planning templates, and workflow improvements.</li><li>Partner with the sales team to identify and close opportunities for expanded tax strategy services.</li></ul>Qualifications<ul><li>CPA or EA required (CPA strongly preferred)</li><li>6&ndash;10 years of tax experience with expertise in flow-through entities, nonprofits, corporations, trusts, and high-net-worth individuals.</li><li>Proven ability to lead strategy, implement plans, and review complex returns.</li><li>Experience as a Tax Manager or Senior Associate with review responsibilities.</li><li>Strong research and documentation skills for complex tax issues.</li><li>Excellent communication skills with ability to present and upsell strategies.</li><li>Proficient in CCH Access, QuickBooks Online, Adobe, and tax research tools.</li><li>Skilled at managing multiple projects in a fast-paced, remote environment.</li></ul>Why Join Us<ul><li>Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>Remote-first and flexible work culture</li><li>Clear path for career growth in a fast-growing firm</li><li>Modern tech stack and automation-first mindset</li><li>Supportive, collaborative team with strong systems and documentation</li></ul>Pay: $95,000.00 - $115,000.00 per yearBenefits:<ul><li>401(k)</li><li>Continuing education credits</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Vision insurance</li></ul>Work Location: Remote

Tax Strategy Advisor

About UplinqUplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses.We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team.About the roleAs a Senior Accounting Specialist at Uplinq, you&rsquo;ll serve as the accounting lead for a portfolio of complex clients. You&rsquo;ll handle advanced accounting tasks, build and maintain standard operating procedures (SOPs), and serve as a quality reviewer and mentor for junior Accounting Specialists. This role requires strong technical skills, judgment, and the ability to lead client conversations confidently.What you'll do<ul><li>Own month-end close and financial reporting for complex client accounts using QuickBooks Online (QBO) and Uplinq&rsquo;s proprietary accounting system.</li><li>Prepare and document advanced journal entries.</li><li>Handle job costing, inventory tracking, and class/location-based reporting as needed.</li><li>Manage and troubleshoot third-party integrations.</li><li>Build and maintain client-specific SOPs, documentation, and QBO workflows.</li><li>Serve as the main point of contact for clients&mdash;leading calls, owning relationships, and resolving escalations.</li><li>Review junior team members&rsquo; work and provide clear, constructive feedback.</li></ul>Qualifications<ul><li>5+ years of small business or firm-based accounting experience</li><li>Advanced Knowledge in QuickBooks Online</li><li>Strong knowledge of full-cycle accrual accounting and GAAP principles</li><li>Experience with job costing, inventory, and class/location reporting</li><li>Skilled in managing third-party integrations</li><li>Documentation and workflow mapping abilities</li><li>Confident communicator who can lead client meetings and explain financials clearly</li></ul>Why Join Us<ul><li>Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>Remote-first and flexible work culture</li><li>Clear path for career growth in a fast-growing firm</li><li>Modern tech stack and automation-first mindset</li><li>Supportive, collaborative team with strong systems and documentation</li></ul>Pay: $75,000.00 - $85,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Remote

Sr. Accounting Specialist

<div>About Uplinq 
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses. 
We&rsquo;re redefining what modern accounting support looks like&mdash;and we&rsquo;re looking for detail-oriented, curious, and accountable professionals to join our growing team. 
Individual applicants residing in the US only 
 
About the role
As a Senior Accounting Specialist at Uplinq, you&rsquo;ll serve as the accounting lead for a portfolio of complex clients. You&rsquo;ll handle advanced accounting tasks, build and maintain standard operating procedures (SOPs), and serve as a quality reviewer and mentor for junior Accounting Specialists. This role requires strong technical skills, judgment, and the ability to lead client conversations confidently. 
What you'll do<ul><li>
Own month-end close and financial reporting for complex client accounts using QuickBooks Online (QBO) and Uplinq&rsquo;s proprietary accounting system.</li><li>
Prepare and document advanced journal entries.</li><li>
Handle job costing, inventory tracking, and class/location-based reporting as needed.</li><li>
Manage and troubleshoot third-party integrations.</li><li>
Build and maintain client-specific SOPs, documentation, and QBO workflows.</li><li>
Serve as the main point of contact for clients&mdash;leading calls, owning relationships, and resolving escalations.</li><li>
Review junior team members&rsquo; work and provide clear, constructive feedback.</li></ul>
Qualifications<ul><li>
5+ years of small business or firm-based accounting experience</li><li>
Advanced Knowledge in QuickBooks Online</li><li>
Strong knowledge of full-cycle accrual accounting and GAAP principles</li><li>
Experience with job costing, inventory, and class/location reporting</li><li>
Skilled in managing third-party integrations</li><li>
Documentation and workflow mapping abilities</li><li>
Confident communicator who can lead client meetings and explain financials clearly</li></ul><h3 class="jobSectionHeader">
Why Join Us</h3><ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 

The pay range for this role is: 
75,000 - 85,000 USD per year(Remote (United States))</div>

<div>About Uplinq 
Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We&rsquo;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&rsquo;re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. Accounts Receivable measures success in demos booked, successful activations, pipelines created, and revenue influenced. 
Individual applicants residing in the US only 
 
About the role
We&rsquo;re hiring an AR Operations Manager to build and run a disciplined, scalable invoice-to-cash system. Your mission is to make collections predictable and measurable&mdash;ensuring every invoice has a clear owner, status, next action, and escalation path. 
You&rsquo;ll serve as a hands-on player/coach, managing one AR/Collections Representative while directly owning collections execution, dispute workflows, reporting, and process design. This role turns AR into a structured, data-driven function that improves DSO, aging, and cash predictability as the business scales. 
What you'll do<ul><li>
Build and maintain an accurate AR tracking system with clear ownership, status, and next action for every invoice.</li><li>
Ensure all accounts include correct contacts, terms, dispute status, promised payment dates, and follow-up notes.</li><li>
Keep AR aging clean and accurate; resolve discrepancies, credits, and stale balances.</li><li>
Run daily and weekly collections activities across aging buckets</li><li>
Segment accounts by balance size, customer tier, payment method, and risk</li><li>
Conduct consistent outreach via email and phone and document all activity</li><li>
Track promised payments and escalate missed commitments</li><li>
Manage dispute intake, routing, and resolution in partnership with Customer Success, Billing, RevOps, and Sales</li><li>
Define and enforce escalation timelines and account action policies</li><li>
Prepare weekly AR reporting, including DSO, aging trends, collections effectiveness, dispute cycle time, and cash forecast</li></ul> 
Qualifications<ul><li>
5+ years in AR, Collections, or Order-to-Cash in a fast-paced environment</li><li>
Proven results improving DSO, aging, and recovery rates</li><li>
Strong process management, including SLAs, queue oversight, and documentation</li><li>
Comfortable with accounting, billing, and CRM systems</li><li>
Skilled at managing disputes and collections professionally</li><li>
SaaS/subscription billing or AR automation experience in Stripe (preferred)</li></ul> 
Why Join Us<ul><li>
Competitive pay + health, dental, vision, 401(k), and life insurance</li><li>
Remote-first and flexible work culture</li><li>
Clear path for career growth in a fast-growing firm</li><li>
Modern tech stack and automation-first mindset</li><li>
Supportive, collaborative team with strong systems and documentation</li></ul> 
The pay range for this role is: 
95,000 - 110,000 USD per year(United States)</div>

AR Operations Manager

Join Uplinq and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Uplinq

About Company

Sr. Tax Preparer

Tax Strategy Advisor

Sr. Accounting Specialist

Sr. Accounting Specialist

AR Operations Manager