Tax Strategy Advisor

At Uplinq, we’re redefining how businesses manage bookkeeping, accounting, and tax through data, machine learning, and expert insights. We build smart, scalable financial tools that empower small businesses and the professionals who support them.

We’re a tight-knit team of bookkeepers, CPA’s, tax pros, engineers, designers, and marketers. We support each other, communicate openly, have fun and believe in Uplinq’s mission to help real people run their businesses better. If you’re looking for a dynamic, growing environment — we’d love to meet you.

Individual applicants residing in the US only

About the role

Uplinq is seeking a sharp, strategic, and experienced Tax Strategy Advisor & Preparer to join our growing tax team. You’ll apply your expertise in flow‑through entities, corporate and nonprofit tax planning, and advisory mindset to navigate clients proactively through complex tax issues. This is not a back‑office compliance role—we want someone who thinks like a founder and acts like a partner.

• Prepare and review a wide range of business and individual tax returns (S corps, partnerships, C corps, trusts, nonprofits, and high-net-worth individuals)
• Deliver proactive tax strategies, tailored planning, and technical guidance across client accounts.
• Identify and resolve discrepancies in client books and ensure accurate reporting.
• Lead and manage client engagements from initial scoping through final delivery.
• Conduct technical research and prepare documentation to support tax positions.
• Review and finalize summaries prepared by admin staff.
• Contribute to internal systems, planning templates, and workflow improvements.
• Partner with the sales team to identify and close opportunities for expanded tax strategy services.

Ideal candidates will have:

• CPA or EA required (CPA strongly preferred)
• 6–10 years of tax experience with expertise in flow-through entities, nonprofits, corporations, trusts, and high-net-worth individuals.
• Proven ability to lead strategy, implement plans, and review complex returns.
• Experience as a Tax Manager or Senior Associate with review responsibilities.
• Strong research and documentation skills for complex tax issues.
• Excellent communication skills with ability to present and upsell strategies.
• Proficient in CCH Access, Quick Books Online, Adobe, and tax research tools.
• Skilled at managing multiple projects in a fast-paced, remote environment.

• Join an ambitious team redefining how SMBs manage taxes and finances.
• Work with a high-performing team of tax pros, bookkeepers, and technologists.
• Make meaningful impact with clients who are founders and business owners.
• Enjoy flexible remote work and asynchronous communication.
• Competitive compensation aligned with the market leave as is.
• Comprehensive health, dental, and vision insurance
• Life insurance coverage
• Unlimited paid time off (PTO)
• Sick leave

Apply with your resume and a brief note about why you’re a match. If you have tax strategy examples, sample planning docs, or key client wins—please share! We’re eager to see how you think.