Senior Tax Strategist

About the Role

Uplinq is looking for a Sr. Tax Strategist to step up as the manager of our Strategy team, reporting to the VP of Tax.

The VP will set the vision and design strategy program; your job is execute, scale, and continuously improve it.

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.

If you're a CPA who leads with credibility, genuinely loves client relationships, and gets excited (not nervous) about AI changing how this work gets done, this role is built for you.

What You'll Do

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.

Execute & Scale the Strategy System

• Partner with the VP of Tax to execute, scale, and continuously improve the strategy program the VP designs, turning it

into the day-to-day system the team runs on - so clients get consistency instead of an ad hoc experience.

• Pull in 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 relying on clients to

reach out.

• Continuously refine SOPs and playbooks so the Strategy team's output stays consistent as we scale.

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.

Leverage Elite Tech & AI

• Use our strategy stack - including TaxPlanIQ and Maverick - and actively integrate AI tools (ChatGPT, TaxGPT, and

similar) into research, communication, and strategy development.

• Champion AI adoption across the Strategy team; you should be genuinely excited about what AI unlocks for this work,

not just tolerant of it.

Collaborate for Execution

• Partner with the compliance/prep team so strategies you and your team design are flawlessly executed on the

return.

Qualifications

• 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.

• Exceptional interpersonal and customer-facing skills; genuinely personable and empathetic to the challenges small

business owners face.

• AI-excited: highly tech-forward, eager to adopt and champion AI tools to increase your own and your team's

efficiency.

• Comfortable thriving in a fast-paced, rapidly scaling remote startup environment.

Why Join Us

• Competitive pay + health, dental, vision, 401(k), and life insurance

• Remote-first and flexible work culture

• Clear path for career growth in a fast-growing firm

• Modern tech stack and automation-first mindset

• 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)