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Uplinq

Tax Strategy Advisor

Uplinq

CPA at Uplinq delivering advanced tax strategies and collaborating with clients. Focus on holistic strategies while leveraging elite AI tools in a fast-paced environment.

Posted 6/17/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own the Client Room: Confidently lead up to 12 high-impact, strategic client meetings per week
  • Deliver Advanced, Holistic Strategies: Build and present comprehensive strategies encompassing advanced tax minimization, estate planning, insurance alignment, and business succession planning
  • Leverage Elite Tech & AI: Utilize our best-in-class strategy stack—including TaxPlanIQ and Maverick —while actively integrating AI tools
  • Collaborate for Execution: Partner closely with our internal accounting team and our compliance squad to ensure your strategies are flawlessly executed

Requirements

What you’ll need
  • Active CPA License: Required
  • Real Strategy Experience: Proven track record of actively designing and implementing complex tax and wealth plans for business owners
  • Exceptional Interpersonal Skills: You must be genuinely personable and deeply empathetic to the challenges of small business owners
  • AI & Tech Obsession: You must be highly AI-friendly
  • Adaptability: Comfortable thriving in a fast-paced environment that is scaling rapidly

Benefits

Comp & perks
  • Competitive pay
  • Health, dental, vision, 401(k), and life insurance
  • Remote-first and flexible work culture
  • Clear path for career growth in a fast-growing firm
  • Modern tech stack and automation-first mindset
  • Supportive, collaborative team with strong systems and documentation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax minimizationestate planninginsurance alignmentbusiness succession planningdesigning tax plansimplementing wealth plans
Soft Skills
interpersonal skillsempathyadaptability
Certifications
CPA License