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Tax Strategy Intern — AI-Powered Advisory Lead

Uplinq

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. #J-18808-Ljbffr Uplinq

Vacancy posted 3 days ago
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