CPA AI-Driven Financial Advisory & Tax Strategy Lead

Uplinq; United States, Northern America, Americas; Hybride; USD 120 000 - 180 000; Plein temps

Résumé du poste

Uplinq is seeking a high-impact financial advisor with an active CPA license to lead strategic client engagements in a fast-growing AI-driven firm. You will design tax-minimization and wealth strategies, leveraging AI platforms like TaxPlanIQ and Maverick to deliver bespoke guidance.

Expect a dynamic, scaling environment with close collaboration across accounting and compliance teams and a strong focus on client relationships and outcomes.

Qualifications

• CPA license required.
• Proven track record designing and implementing complex tax/wealth plans.
• Exceptional interpersonal and client-facing skills.
• Strong comfort with AI tools and tech adoption.
• Thrives in a fast-paced, rapidly scaling environment.

Responsabilités

• Lead up to 12 strategic client meetings weekly as primary financial advisor.
• Design tax-minimization, estate-planning, and business-succession strategies.
• Use advanced platforms (TaxPlanIQ, Maverick) and AI tools in daily advisory work.
• Collaborate with internal accounting and compliance teams to execute strategies.

Connaissances

CPA license

Client-facing skills

AI tools adoption

Interpersonal skills

Formation

Certified Public Accountant

Outils

TaxPlanIQ

Maverick

Description du poste

Uplinq is seeking a high-impact financial advisor with an active CPA license to lead strategic client engagements in a fast-growing AI-driven firm. You will design tax-minimization and wealth strategies, leveraging AI platforms like TaxPlanIQ and Maverick to deliver bespoke guidance.

Expect a dynamic, scaling environment with close collaboration across accounting and compliance teams and a strong focus on client relationships and outcomes.