Tax Strategy Advisor
Uplinq
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $95,000 - $115,000 per year
Job Level
Mid-LevelSenior
About the role
- Prepare and review a wide range of business and individual tax returns (S corps, partnerships, C corps, trusts, nonprofits, and high-net-worth individuals)
- Deliver proactive tax strategies, tailored planning, and technical guidance across client accounts.
- Identify and resolve discrepancies in client books and ensure accurate reporting.
- Lead and manage client engagements from initial scoping through final delivery.
- Conduct technical research and prepare documentation to support tax positions.
- Review and finalize summaries prepared by admin staff.
- Contribute to internal systems, planning templates, and workflow improvements.
- Partner with the sales team to identify and close opportunities for expanded tax strategy services.
Requirements
- CPA or EA required (CPA strongly preferred)
- 6–10 years of tax experience with expertise in flow-through entities, nonprofits, corporations, trusts, and high-net-worth individuals.
- Proven ability to lead strategy, implement plans, and review complex returns.
- Experience as a Tax Manager or Senior Associate with review responsibilities.
- Strong research and documentation skills for complex tax issues.
- Excellent communication skills with ability to present and upsell strategies.
- Proficient in CCH Access, QuickBooks Online, Adobe, and tax research tools.
- Skilled at managing multiple projects in a fast-paced, remote environment.
Benefits
- 401(k) plan available
- Comprehensive health, dental, and vision insurance
- Life insurance coverage
- Unlimited paid time off (PTO)
- Sick leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax returnstax strategiestechnical guidancediscrepancy resolutiontax researchdocumentation preparationworkflow improvementsstrategy implementationcomplex return reviewproject management
Soft skills
leadershipcommunicationpresentationupsellingorganizational skillsproblem-solvingclient engagement managementcollaborationadaptabilityattention to detail
Certifications
CPAEA