Get the chrome extension Senior Tax Strategist
Uplinq Inc
About Uplinq
Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. 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. We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced.
About the Role
Uplinq is hiring a Senior Tax Strategist to manage our Strategy team, reporting to the VP of Tax. The VP sets the vision and designs the strategy program. This role executes it, scales it, and improves it over time.
This is a player-coach position. You will carry a full meeting load while managing the people, systems, and partnerships that let the Strategy function scale. Tax leadership is balancing compliance and strategy and does not have the bandwidth to give this team the dedicated management and development it needs. This role fills that gap.
We are looking for a CPA who leads with credibility, builds strong client relationships, and sees AI as a tool that will change how this work gets done.
What You'll Do
Lead the Strategy Team
- Manage and mentor a team of three: two Tax Strategy Admins and one Tax Strategy Advisor. Set the standard for quality, consistency, and client care.
- Serve as the technical and professional escalation point for the team's most difficult strategy questions.
- Build development plans and growth paths for direct reports, including the path from Advisor (EA-level) to CPA-level strategy work.
Own Client Strategy, Personally
- Carry your own book of business, leading up to 12 client strategy meetings per week and modeling the standard you expect from the team.
- Deliver advanced, holistic strategies across tax minimization, estate planning, business succession, and insurance alignment.
Execute and Scale the Strategy System
- Partner with the VP of Tax to execute, scale, and continuously improve the strategy program, turning it into the day-to-day system the team runs on so clients get consistency rather than an ad hoc experience.
- Incorporate ideas and input from the Tax Strategy Advisor and the rest of the team to strengthen the system as it scales.
- Develop and drive a proactive scheduling plan that gets every client on the calendar, rather than waiting for clients to reach out.
- Refine SOPs and playbooks so the team's output stays consistent as the business grows.
Build the Referral Partner Bench
- Build and maintain a curated library of vetted referral partners, including debt and tax resolution, legal, insurance, and investment advisory specialists, so client needs get solved end to end even when they fall outside our core services.
- Own relationships with key referral partners and evaluate new ones as client needs arise.
Leverage Elite Tech and AI
- Use our strategy stack, including TaxPlanIQ and Maverick, and integrate AI tools such as ChatGPT and TaxGPT into research, communication, strategy development and champion AI adoption across the Strategy team.
Qualifications
- Active CPA license required. This is a credibility requirement for high-net-worth client strategy work, distinct from our EA-credentialed Advisor role.
- 5+ years of progressive tax strategy experience in public accounting or a high-growth advisory environment.
- Demonstrated experience designing and implementing complex tax and wealth strategies for business owners, beyond return preparation.
- Strong people-management experience required.
- A track record of executing and scaling a process or system you built.
- Strong interpersonal and client-facing skills, with an understanding of the challenges small business owners face.
- A tech-forward mindset, with a demonstrated willingness to adopt and champion AI tools to increase your own and your team's efficiency.
- The ability to thrive in a fast-paced, rapidly scaling remote startup environment.
Why Join Us
- Competitive pay plus health, dental, vision, 401(k), and life insurance
- Remote-first, flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack with an automation-first approach
- Supportive, collaborative team with strong systems and documentation
Compensation
The pay range for this role is $120,000-$140,000 USD per year (Remote, United States)
Originally posted on Himalayas
RETS Pod Tax Strategist (Fully Remote – U.S.)
Wertz & Associates
OPEN POSITION
RETS Pod Tax Strategist (Fully Remote – U.S.)
Salary: $130,000 – $150,000
Location: Fully Remote (U.S.-based)
Type: Full-Time
High-impact, client-facing strategy role
About the Opportunity
We're partnered with a modern, forward-thinking CPA firm building out a specialized Real Estate Tax (RETS) Pod — focused entirely on real estate investors, advanced tax strategy, and high-level client advisory work.
This is not a compliance-heavy role.
This is a strategy-first position for someone who thrives in client conversations, enjoys solving complex tax problems, and wants to operate at a high level.
What Makes This Unique
Strategy-first (not just return prep)
Lead high-level client advisory sessions + tax planning
Work across real estate + advanced/niche strategies
Be part of a new, growing specialized group you'll help shape
Clear path: Manager Senior Manager Partner
What You'll Be Doing
Lead tax strategy sessions and advisory engagements
Guide clients through real estate and advanced tax planning
Analyze STR strategy, REPS, cost seg, and investment structures
Stress-test strategies and deliver real-world tax outcomes
Serve as a trusted advisor on complex decisions
Support tax season prep alongside the RETS Pod team
Help shape processes within a growing specialized practice
Qualifications
CPA or EA (required)
5+ years of public accounting experience
Strong client-facing + advisory experience
Deep understanding of real estate / advanced tax strategies
Ability to translate complex ideas into clear client guidance
Comfortable leading difficult, high-stakes financial conversations
Why This Role
True advisor position (not just compliance work)
Work directly with high-level, sophisticated clients
Exposure to advanced tax strategies across multiple asset classes
Fully remote with a modern, growth-focused firm
Real career acceleration into leadership / partner track
Bottom Line
If you're someone who gets pulled into the toughest tax conversations and enjoys helping clients make smarter decisions — this is a chance to step into a true strategist role and own that space.
Originally posted on Himalayas
Senior Tax Strategist
Tax Alchemy
We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic planning mission. The ideal candidate will have significant experience managing complex taxation matters, a proven ability to develop new tax-saving strategies, and strong leadership skills to supervise a team of tax professionals. The role serves as the lead advisor for high net worth clients, turning sophisticated tax law into proactive, wealth growing financial plans. The Senior Tax Strategist will lead a Tax Advisory pod, under the direction and supervision of the President.
- 5+ years of progressive experience in tax strategy, advisory, or public accounting, with a dedicated focus on business entity and high-net-worth individual taxation
- Bachelor’s degree in Finance, Accounting, Taxation, or a related field is required; Master’s is preferred
- Enrolled Agent license is required; a CPA is a plus
- Expert, demonstrable knowledge in multiple complex areas related to corporate and personal tax planning strategies
- Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.)
Key Responsibilities
- Act as the primary strategic relationship owner for a dedicated portfolio of high-net-worth clients, managing their overall expectations regarding tax strategy and execution
- Lead high-level client meetings to present complex strategic recommendations and tax projections in a clear, persuasive, and actionable manner
- Manage and prioritize daily client communications, providing clear, concise guidance in response to complex technical questions
- Proactively conceive, design, and implement advanced, proprietary tax strategies to significantly reduce clients’ overall tax liability
- Review complex tax returns to ensure strict adherence to planning strategies and regulatory compliance
- Supervise, train, and mentor a team of tax professionals
- Serve as a technical resource for the team, resolving advanced tax questions related to complex transactions, entity restructuring, and specialized planning strategies
- Collaborate with leadership to refine departmental best practices and streamline workflows, driving efficiency and technical excellence across the entire tax planning lifecycle
- Proactively monitor legislative changes and immediately assess the impact on client portfolios, collaborating to develop responsible strategies
- Identify opportunities for expanded advisory services within the existing client base
Skills, Knowledge and Expertise
- Proven ability to effectively supervise, mentor, and guide a team of tax professionals, manage workload distribution, and foster professional growth across the pod
- Demonstrated ability to approach complex client challenges holistically
- Absolute commitment to client satisfaction; proactively manages expectations, communicates clearly, and maintains a high level of responsiveness and service
- Exceptional ability to manage and prioritize the entire project lifecycle, leveraging technological tools to track complex deadlines and organize client documentation
- Meticulous commitment to accuracy and precision in all research, calculations, and document review, minimizing company risk and maximizing client benefits
- Demonstrated ability to work effectively and collaboratively with various stakeholders meet deadlines and exceed client expectations
- Superior written and verbal communication skills; ability to articulate complex technical concepts with confidence and clarity to clients and non-technical individuals
- Proven skill in executing complex calculations, building clear tax plans, and synthesizing tax law into actionable advice
- Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality
Benefits
- Remote work
- Medical, dental, vision, life, and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
- Continuing education
- Teambuilding events
Originally posted on Himalayas