[Hiring] Tax Prep Intern @Uplinq Financial Technologies

Role Description

We're looking for a Tax Prep Intern to join our team in a full-time, career-track capacity. This isn't a traditional internship — it's a specialized role for high-potential accounting students (Bachelor's or Master's) or recent grads who want to launch a career at the intersection of tax and AI. You'll work alongside our full-time tax team doing real preparation work while getting hands-on exposure to the automation tools reshaping how tax gets done. Strong performance can lead to a salaried Tax Prep position upon degree completion and progress toward CPA licensure.

What you'll do

• Tax Preparation: Prepare federal and state tax returns across a variety of entity types, including 1040, 1041, 1065, 1120S, 1120, and 990.
• Document Review: Organize and review client tax documents for accuracy and completeness; identify and resolve discrepancies before they reach the preparer.
• Data & Workpapers: Assist with data cleanup and workpaper preparation using Excel.
• AI & Automation: Learn and actively use our automation tools to support compliance workflows and reduce manual entry — this is core to how we operate, not an afterthought.
• Team Support: Keep client data organized and filing-ready so the senior team can move fast.

Qualifications

• Currently enrolled in (or recently graduated from) a Bachelor's or Master's program in Accounting.
• Clear intent to sit for the CPA exam and obtain licensure.
• Comfortable learning new software quickly; proficient in Excel and Adobe Acrobat.
• Strong attention to detail with consistent follow-through on recurring tasks.
• Full-time availability Monday–Friday during standard business hours; no competing job or academic commitments during working hours.
• Familiarity with QuickBooks Online (QBO) or professional tax software such as CCH Axcess (bonus).

What You’ll Gain

• Hands-on tax experience in a rapidly growing startup environment.
• Direct mentorship from experienced CPAs and industry professionals.
• Exposure to the latest tax technology tools and automated workflows.
• Potential for future full-time opportunities based on performance and business needs.