Senior Tax Strategist

Uplinq

Senior Tax Strategist managing the Strategy team at Uplinq Inc. Leading tax strategy and client management with AI integration for small business owners.

Posted 7/18/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax strategy, including tax minimization, estate planning, and business succession, while effectively managing and mentoring a team. Proven ability to leverage AI tools for strategy development and maintain strong client relationships in a fast-paced environment.

Highest-signal resume keywords

Active CPA License5+ Years Tax Strategy ExperiencePeople-Management ExperienceComplex Tax Strategy DesignAI Tools Adoption

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Tax MinimizationEstate PlanningBusiness SuccessionInsurance AlignmentStrategy Development

Soft Skills

Interpersonal SkillsClient-Facing SkillsMentoring

Tools & Technologies

ChatGPTTaxGPT

Certifications & Qualifications

CPA License

Industry Keywords

Public AccountingAdvisory EnvironmentTax StrategyWealth Strategies

About the role

Key responsibilities & impact

Lead the Strategy Team
Manage and mentor a team of three: two Tax Strategy Admins and one Tax Strategy Advisor
Set the standard for quality, consistency, and client care
Serve as the technical and professional escalation point for the team's most difficult strategy questions
Build development plans and growth paths for direct reports
Personally carry your own book of business, leading up to 12 client strategy meetings per week
Deliver advanced, holistic strategies across tax minimization, estate planning, business succession, and insurance alignment
Partner with the VP of Tax to execute and continuously improve the strategy program
Build and maintain a curated library of vetted referral partners
Use AI tools such as ChatGPT and TaxGPT into research, communication, strategy development

Requirements

What you’ll need

Active CPA license required
5+ years of progressive tax strategy experience in public accounting or a high-growth advisory environment
Demonstrated experience designing and implementing complex tax and wealth strategies for business owners
Strong people-management experience required
A track record of executing and scaling a process or system you built
Strong interpersonal and client-facing skills
A tech-forward mindset, with a demonstrated willingness to adopt and champion AI tools
The ability to thrive in a fast-paced, rapidly scaling remote startup environment

Benefits

Comp & perks

Competitive pay plus health, dental, vision, 401(k), and life insurance
Remote-first, flexible work culture
Clear path for career growth in a fast-growing firm
Modern tech stack with an automation-first approach
Supportive, collaborative team with strong systems and documentation