About this role
Tax Strategy Advisor at Uplinq Inc. Location: United States. Role: leading meetings, delivering strategies, integrating AI Requirements: Active CPA license required; proven experience designing and implementing complex tax, estate, and succession strategies; strong interpersonal skills; AI- and tech-forward; able to lead up to 12 client meetings per week. Category: Finance and Accounting Seniority: Senior Level Tools: TaxPlanIQ, Maverick, ChatGPT, TaxGPT, CCH Axcess Certifications: cpa Commitment: Full Time Workplace: Remote Languages: English