CPA AI-Driven Financial Advisory & Tax Strategy Lead

Uplinq

Uplinq is seeking a high-impact financial advisor with an active CPA license to lead strategic client engagements in a fast-growing AI-driven firm. You will design tax-minimization and wealth strategies, leveraging AI platforms like TaxPlanIQ and Maverick to deliver bespoke guidance. Expect a dynamic, scaling environment with close collaboration across accounting and compliance teams and a strong focus on client relationships and outcomes. #J-18808-Ljbffr Uplinq

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Vacancy posted 3 days ago

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