Senior Onboarding Accounting Specialist

Uplinq; Northern (KY); Ibrido; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

CPA license

Client-facing skills

AI tools adoption

Interpersonal skills

Formazione

Certified Public Accountant

Strumenti

TaxPlanIQ

Maverick

Descrizione del lavoro

Tired of the back-office compliance grind? Be the primary financial advisor at a hyper-growth, AI-driven firm scaling past 1,000+ returns and doubling every year.

What you'll do

• 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

What you'll bring

• Active CPA license (mandatory)
• 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