Tax Strategy Advisor

Uplinq; Northern (KY); Hybrid; USD 120,000 - 210,000; Full time

Job summary

Uplinq, a hyper-growth, AI-driven advisory firm in Kentucky, seeks a primary financial advisor to scale client returns and drive tax-wealth outcomes. Lead up to 12 client meetings weekly, design tax minimization, estate planning, and business-succession strategies, and leverage TaxPlanIQ, Maverick, and AI tools to deliver tailored plans while collaborating with internal accounting and compliance teams.

You will partner with clients to understand goals, craft proactive strategies, monitor

Qualifications

• CPA license required and active.
• Proven track record designing tax/wealth plans.
• Excellent client-facing skills.
• Comfort with AI tools and new technology.

Responsibilities

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

Skills

Client advisory

Tax planning

Wealth management

AI adoption

Education

CPA license

Tools

TaxPlanIQ

Maverick

Job description

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