AI-Driven Tax Advisor for Wealth & Estate Planning

Uplinq; Northern (KY); Hybrid; USD 90,000 - 160,000; Full time

Job summary

Uplinq in Kentucky seeks a high-impact financial advisor to lead strategic tax planning and wealth management for a rapidly growing client base. You will conduct up to 12 client meetings weekly as the primary advisor, design tax-minimization, estate-planning, and business-succession strategies, and use AI tools such as TaxPlanIQ and Maverick in daily advisory work.

This is a fast-paced, scaling environment where exceptional interpersonal skills, regulatory discipline, and client trust drive

Qualifications

• CPA license required to provide tax and wealth advice.
• Proven track record designing complex tax/wealth plans.
• Strong client-facing and interpersonal skills.

Responsibilities

• Lead up to 12 strategic client meetings weekly as primary advisor.
• Design tax-minimization, estate-planning, and business-succession strategies.
• Use AI tools daily and collaborate with internal teams.
• Partner with accounting/compliance to execute strategies.

Skills

Client meetings

Interpersonal skills

AI tools

Adaptability

Education

CPA license

Tools

TaxPlanIQ

Maverick

Job description

Uplinq in Kentucky seeks a high-impact financial advisor to lead strategic tax planning and wealth management for a rapidly growing client base. You will conduct up to 12 client meetings weekly as the primary advisor, design tax-minimization, estate-planning, and business-succession strategies, and use AI tools such as TaxPlanIQ and Maverick in daily advisory work.

This is a fast-paced, scaling environment where exceptional interpersonal skills, regulatory discipline, and client trust drive