Posted 13 days ago
Tax Prep Intern
AI Summary
Tax Prep Intern supporting federal and state tax return preparation and review, using Excel and automation tools, with potential to convert to a full-time tax role.
About this role
Individual applicants residing in the US only
About the role
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
- Education: Currently enrolled in (or recently graduated from) a Bachelor's or Master's program in Accounting
- CPA Track: Clear intent to sit for the CPA exam and obtain licensure
- Tech-Savvy: Comfortable learning new software quickly; proficient in Excel and Adobe Acrobat
- Detail-Oriented: Strong attention to detail with consistent follow-through on recurring tasks
- Availability: Full-time availability Monday–Friday during standard business hours; no competing job or academic commitments during working hours
- Bonus: Familiarity with QuickBooks Online (QBO) or professional tax software such as CCH Axcess
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.
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.
