Job Description

Job Description

Job Description

Application made on the following website will get preferential treatment -preparer-cpa-application-form-2025

About Us:

At Uplevel By Design, our vision is to To redefine what it means to be an Uplevel Entrepreneur by setting a new standard for wealth creation, capital stewardship, and financial sovereignty in the Business Owner Community.

We envision a future where the most elite Business Owners don’t just earn more — they keep more, protect more, and do more with it. We are building the premier ecosystem for financial literacy, structural mastery, and generational impact in the Entrepreneurial World.

Our mission is to create an army of Uplevel Entrepreneurs who know how to win at the Game of Business and use their success to build Real Wealth — for themselves, their families, and future generations.

We are a team driven by our values, including extreme ownership, strategic precision, long-term thinking, fiduciary excellence, unapologetic capitalism, client first, always, and Mastery Over Mediocrity.

Role:

As a Tax Preparer - CPA at Uplevel By Design, you will be responsible for preparing and filing tax returns for individuals and businesses, ensuring compliance with federal, state, and local tax regulations. This role requires strong knowledge of tax laws, excellent communication skills, and the ability to provide clients with valuable insights into their tax situations.

responsibilities:

• Prepare and review individual and business tax returns (1040, 1120, 1065, etc.)
• Provide tax planning and advice to clients to optimize tax outcomes
• Stay up to date with current tax laws and regulations
• Identify tax savings opportunities for clients and offer actionable recommendations
• Respond to client inquiries and provide clear explanations of tax issues
• Assist with tax audits and resolve any discrepancies or issues
• Maintain accurate and complete tax documentation and records
• Collaborate with other team members to ensure timely and accurate filings

qualifications:

• Certified Public Accountant (CPA) - Requirement
• In-Depth knowledge of Federal and State Tax Law
• Experience in tax preparation and filing for individuals and businesses at a multistate level
• Strong attention to detail and accuracy
• Excellent communication and client service skills
• Proficiency with tax software and Microsoft Office
• Ability to manage multiple clients and deadlines efficiently
• Strong ethical standards and commitment to confidentiality

measures of success:

• Completion of projects on time and to a high standard.
• Strong relationships with internal and external stakeholders.
• High level of responsiveness and proactive problem-solving.
• Consistent alignment with company values and mission-driven goals.

hours:

* Minimum of 40 hours per week

salary:

For this role, compensation is based on both Salary and Company Profitability Bonuses and Value Add Bonuses. Your based compensation range would be between $70,000 to $85,000 per year, depending on the your experience and qualifications. Every year you will be able to earn up to 40% of your base salary via our bonus structure.

BENEFITS:

• Medical Insurance
• Dental insurance
• Vision Insurance
• Paid-Time Off
• Paid Holidays

UPLEVEL BY DESIGN's core values:

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

 

*  Extreme Ownership:  We own the outcome. Every win. Every challenge. Every detail. Excuses are easy — we choose accountability.

*  Strategic Precision:  Strategic Precision. We don’t guess. We design. Every recommendation is grounded in law, logic, and leverage. We move with intent and calculate for results.

*  Long-Term Thinking:  We build for legacy, not just the next tax season. Our strategies are rooted in durability, scalability, and generational sustainability.

*  Fiduciary Excellence:  We operate only in the black and white. No grey zones. No half-truths. Our Clients trust us because we stay anchored in what’s tested, legal, and proven.

*  Capitalism Without Apology:  We believe business is the greatest tool for Freedom. We champion personal responsibility, private ownership, and the right to prosper.

*  Client First, Always:  Our loyalty is to our Clients’ outcomes. We never chase trends — we pursue truth. We measure our success by the real, lasting results we help deliver.

* Mastery Over Mediocrity:  We don’t do good enough. We pursue mastery—in systems, service, strategy, and self. Our standard is higher because our Mission demands it.

\nCompany Description

At Uplevel By Design, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

Company Description

At Uplevel By Design, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

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