Uplinq · 4 hours ago
Tax Strategy Advisor
United States
Full-time
Remote
Senior Level
6+ years expUplinq is a company focused on redefining how businesses manage bookkeeping, accounting, and tax through innovative financial tools. They are seeking a strategic and experienced Tax Strategy Advisor to provide proactive tax strategies and navigate complex tax issues for clients, ensuring accuracy and compliance in tax reporting.
AccountingArtificial Intelligence (AI)Financial ServicesFinTechSoftware
No H1B
Responsibilities
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
Qualification
Required
CPA or EA required
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
Preferred
CPA strongly preferred
Benefits
401(k) plan available
Comprehensive health, dental, and vision insurance
Life insurance coverage
Unlimited paid time off (PTO)
Sick leave
Company
Uplinq
Uplinq provides an AI-integrated platform that automates bookkeeping and tax workflows for small businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$19.72MKey Investors
Next Coast VenturesAZ-VC
2025-05-29Series A· $10M
2024-03-14Series Unknown· $2.47M
2022-08-19Seed· $5.6M
Leadership Team
Alex Glenn
Co-Founder & CEO
Ethan Blak
Chief Marketing Officer
Recent News
Mexico Business
2025-08-30
2025-06-03
The Fintech Times
2025-01-17
Company data provided by crunchbase