Direct message the job poster from Uprise - Embedded Tax and Advisory
Uprise’s mission is to give everyone in the world the ability to optimize their finances, starting with small business owners.
We provide modern financial and tax support through embedded partnerships with platforms that serve small business owners. By combining expert guidance with technology, we help business owners make smarter decisions across both business and personal finances. From tax planning and entity structure to retirement contributions and cash flow, we bring clarity and confidence to every financial decision.
We’re backed by some of the country’s top VCs (Blank Ventures, Exponent, Contrary Capital, On Deck, Hustle Fund) as well as founders and senior execs from Gusto, SoFi, Stripe, and Robinhood among others.
About the role:
Uprise is expanding our seasonal tax team and looking for multiple driven, credentialed Tax Pros who are passionate about delivering exceptional results for clients with complex tax situations. You’ll prepare advanced individual/corporate returns in a fast-moving, high-volume environment, embedded directly within the financial apps people already rely on.
As part of a collaborative startup team, you’ll help shape how our tax service evolves. Beyond return preparation, you’ll contribute insights that inform product development, improve workflows, and elevate the customer experience. If you care deeply about customer trust, accuracy, and building what the future of tax should look like, we’d love to meet you and have a chat!
What you’ll do:
This is a U.S.-based seasonal role running January 2026 through May 31, 2026 with options to return for long‑term contracts yearly.
Prepare individual tax returns or corporate tax returns of varying complexity. 1040, 1120S, 1120 etc.
Maintain high standards for service quality, accuracy, and efficiency.
Help the client through their journey – from reviewing documents and answering questions promptly to instilling confidence.
Navigate complex scenarios using your professional judgment, supported by Uprise tools, leadership, and knowledgeable peers.
Collaborate with teammates to improve operational processes and contribute to the refinement of our service model as we grow.
Represent the voice of the customer—surfacing challenges, sharing patterns, and offering actionable feedback to product, engineering, and operations teams.
Who you are: Active EA or CPA credential and a valid PTIN
3+ years of paid individual tax preparation experience, ideally in remote or virtual settings
Demonstrated experience preparing moderate to high-complexity returns (multi‑state, self‑employment, rental real estate, investment income, and related areas); farming and healthcare industry a plus
Solid knowledge of accounting principles and practices
Proficiency with professional tax software and comfort navigating multiple digital systems
Strong written and verbal communication skills, with the ability to simplify complex tax concepts for clients and proven experience working in collaborative and client-facing roles
Experience with Drake and QuickBooks preferred
Genuine enthusiasm for tax work and a desire to guide clients with clarity and confidence
Experience working with remote tax clients, client portals, secure file sharing, e‑sign tools, Zoom
Someone who is willing to work 10‑40 hours a week/customizable to your preference
How to apply: Please send an email to Jason Safa, jason@uprise.us.
Uprise is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.
