Senior Tax Strategist

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $120k - $140k / year

⏰ Full Time

🟠 Senior

💰 Tax

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Uplinq

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

☁️ SaaS

🤖 Artificial Intelligence

💳 Fintech

SaaS • Artificial Intelligence • Fintech

Uplinq is an AI-powered bookkeeping and tax automation company that provides a SaaS platform combining proprietary large-language-model-based automation with human oversight to deliver up-to-date bookkeeping, tax compliance, tax strategy and catch-up services for small and growing businesses. The platform syncs with financial accounts and tools like QuickBooks to automate expense categorization, transaction management and on-demand reporting, aiming to reduce manual accounting work and improve tax outcomes. Uplinq recently raised a $10M Series A to accelerate development of its AI bookkeeping product.

📋 Description

• 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

• 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

• 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