Remote Tax Advisor for High-Earner Clients | Equity

Uprise - Embedded Tax and Advisory; United States; Remote; USD 110,000 - 160,000; Full time

Benefits offered by this job

Equity stake

Job summary

Uprise is a premium tax and advisory firm serving complex finances. You will greet clients, walk them through their returns, and provide year-round planning while collaborating with Tax Compliance Managers.

The role is remote across the U.S. and includes equity. You will handle high earners, stock compensation, real estate, multi-state filings, and K-1s, delivering clear explanations and proactive guidance.

Qualifications

• Active CPA license or EA credential.
• 3 to 5+ years of tax experience at a firm serving business owners and high earners.
• Experience with multi-state returns, K-1 investments, RSUs, S corporations, and real estate.
• Comfortable explaining complex tax concepts in plain language.

Responsibilities

• Meet new clients and understand their tax needs.
• Review returns with clients before filing and explain changes.
• Provide ongoing tax planning and quarterly estimate guidance.
• Collaborate with Tax Compliance Managers on planning and questions.
• Coordinate with client operations to gather required documents.
• Help improve workflow and tooling based on client feedback.

Skills

Client communication

Tax planning

Remote work

Multi-state tax

RSU experience

Education

CPA license

EA credential

Tools

Tax software

Client portals

Video calls

Job description

Uprise is a premium tax and advisory firm serving complex finances. You will greet clients, walk them through their returns, and provide year-round planning while collaborating with Tax Compliance Managers.

The role is remote across the U.S. and includes equity. You will handle high earners, stock compensation, real estate, multi-state filings, and K-1s, delivering clear explanations and proactive guidance.