Tax Strategy Intern — AI-Powered Advisory Lead

Uplinq; Northern (KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CPA license

Client-facing

Wealth planning

AI tools

Fast-paced growth

Tools

TaxPlanIQ

Maverick

Job description

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.