Tax Strategy Advisor
Individual applicants residing in the US only About the role Tired of the back-office compliance grind and chasing sales? Uplinq is a hyper-growth, AI-driven firm scaling past 1,000+ returns and doubling in size every year. We are seeking a personable, strategy-minded CPA for a 100% advisory role—our prep team handles the compliance, and our pipeline is already full. You’ll lead up to 12 client meetings a week, delivering advanced wealth, estate, and business succession strategies using elite tools like TaxPlanIQ and Maverick. If you are a tech-forward CPA who loves deep client connection and zero sales pressure, apply today! What you'll do Own the Client Room: Confidently lead up to 12 high-impact, strategic client meetings per week, acting as a true financial partner and advisor. Deliver Advanced, Holistic Strategies: Go far beyond basic tax compliance, ES vouchers, or home office deductions. You will 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 (like ChatGPT and TaxGPT) into your daily research, communication, and strategy formulation. Collaborate for Execution: Partner closely with our internal accounting team and our powerhouse compliance squad (a team of 7–9 preparers utilizing CCH Axcess) to ensure your strategies are flawlessly executed.
Qualifications
Active CPA License: Required. Our high-net-worth clients expect and trust the CPA credential during high-level strategy sessions. Real Strategy Experience: Proven track record of actively designing and implementing complex tax and wealth plans for business owners, not just filing their returns. Exceptional Interpersonal Skills: You must be genuinely personable, deeply empathetic to the challenges of small business owners, and energized by heavy client-facing interaction. AI & Tech Obsession: You must be highly AI-friendly. We use AI for all tasks where possible, and you should be eager to champion tech adoption to maximize your efficiency. Adaptability: Comfortable thriving in a fast-paced environment that is scaling rapidly.
What We Offer
A pure advisory focus (the compliance heavy-lifting is handled by our prep team). Built-in client base with zero pipeline-building or sales pressure. A high-growth career path in a firm that is redefining how tax advisory is delivered.
Why Join Us
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