Senior Tax Reviewer
Uplinq
Tired of the back-office compliance grind? Be the primary financial advisor at a hyper-growth, AI-driven firm scaling past 1,000+ returns and doubling every year. What you'll do Lead up to 12 strategic client meetings weekly as primary financial advisor Design tax-minimization, estate-planning, and business-succession strategies Use advanced platforms (TaxPlanIQ, Maverick) and AI tools in daily advisory work Collaborate with internal accounting and compliance teams to execute strategies What you'll bring Active CPA license (mandatory) Proven track record designing and implementing complex tax/wealth plans Exceptional interpersonal and client-facing skills Strong comfort with AI tools and tech adoption Thrives in a fast-paced, rapidly scaling environment #J-18808-Ljbffr
Vacancy posted 11 hours ago
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