Uplinq
Senior Tax Strategist
Remote (United States) · Senior
Sponsorship not specified$120k-$140kDetected 4 days ago
RESTAccountingResearchLeadershipCommunication
About the role
- Tax Strategist to step up as the manager of our Strategy team, reporting to the VP of Tax.
- This is a player-coach role: you'll carry a full meeting load and be responsible for the people, systems, and partnerships that help the whole Strategy function scale.
- This role exists to give Strategy the dedicated management and hands-on development effort that Tax leadership, balancing both compliance and strategy, doesn't have the bandwidth to provide alone.
Responsibilities
- Lead the Strategy Team • Manage and mentor a team of 3: two Tax Strategy Admins and one Tax Strategy Advisor, setting the standard for quality, consistency, and client care. • Serve as the technical and professional escalation point for the team's toughest strategy questions. • Build development plans and growth paths for direct reports, including the path from Advisor (EA-level) toward CPA- level strategy work.
- Own Client Strategy, Personally • Carry your own full book of business: lead up to 12 client strategy meetings per week, modeling the standard you expect from the team. • Deliver advanced, holistic strategies - tax minimization, estate planning, business succession, and insurance alignment.
- Build the Referral Partner Bench • Build and maintain a curated library of vetted referral partners - debt/tax resolution, legal, insurance, investment advisory, and other specialties - so clients' needs get solved end-to-end, even when they fall outside our core services. • Own the relationships with key referral partners and evaluate new ones as client needs surface.
- Collaborate for Execution • Partner with the compliance/prep team so strategies you and your team design are flawlessly executed on the return.
- Build development plans and growth paths for direct reports, including the path from Advisor (EA-level) toward CPA- level strategy work. Own Client Strategy, Personally
- We're re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control.
Requirements
- Active CPA license required - this is a credibility requirement for high-net-worth client strategy work (distinct from our Advisor-level role, which is EA-credentialed).
- 5+ years of progressive tax strategy experience in public accounting or a high-growth advisory environment.
- Proven experience designing and implementing complex tax and wealth strategies for business owners, not just filing returns.
- Prior people-management experience required - you'll be managing a team that includes a tenured advisor (15+ years of experience), so credibility has to come from technical depth and leadership presence, not just title.
- Track record of executing and scaling a process or system, not just following someone else's.
Compensation
- $120k-$140k
Benefits
- The VP will set the vision and design strategy program; your job is execute, scale, and continuously improve it.
- Competitive pay + health, dental, vision, 401(k), and life insurance
- Clear path for career growth in a fast-growing firm
- Remote-first and flexible work culture
This listing is sourced directly from Uplinq's careers page and normalized into a canonical job model.