Tax Prep Intern

Uplinq; Northern (KY); Híbrido; USD 90 000 - 150 000; Tempo integral

Resumo da oferta

Uplinq is seeking a primary financial advisor in a hyper-growth, AI-driven firm. You will lead up to 12 strategic client meetings weekly and design tax-minimization, estate-planning, and business-succession strategies using AI tools.

Candidates should hold an Active CPA license and have a proven track record in complex tax/wealth planning, with strong interpersonal and client-facing skills. The role thrives in a fast-paced, scaling environment.

Qualificações

• Active 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.

Responsabilidades

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

Conhecimentos

CPA license

Client-facing

Wealth planning

AI tools

Fast-paced growth

Ferramentas

TaxPlanIQ

Maverick

Descrição da oferta de emprego

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