About the roleTired of the back-office compliance grind and chasing sales? Uplinq is a hyper-growth, AI-driven firm scaling past 1,000+ returns and doubling in size every year. We are seeking a personable, strategy-minded CPA for a 100% advisory role-our prep team handles the compliance, and our pipeline is already full. You'll lead up to 12 client meetings a week, delivering advanced wealth, estate, and business succession strategies using elite tools like TaxPlanIQ and Maverick. If you are a tech-forward CPA who loves deep client connection and zero sales pressure, apply today!
What you'll do- Own the Client Room: Confidently lead up to 12 high-impact, strategic client meetings per week, acting as a true financial partner and advisor.
- Deliver Advanced, Holistic Strategies: Go far beyond basic tax compliance, ES vouchers, or home office deductions. You will build and present comprehensive strategies encompassing advanced tax minimization, estate planning, insurance alignment, and business succession planning.
- Leverage Elite Tech & AI: Utilize our best-in-class strategy stack-including TaxPlanIQ and Maverick-while actively integrating AI tools (like ChatGPT and TaxGPT) into your daily research, communication, and strategy formulation.
- Collaborate for Execution: Partner closely with our internal accounting team and our powerhouse compliance squad (a team of 7-9 preparers utilizing CCH Axcess) to ensure your strategies are flawlessly executed.
Qualifications- Active CPA License: Required. Our high-net-worth clients expect and trust the CPA credential during high-level strategy sessions.
- Real Strategy Experience: Proven track record of actively designing and implementing complex tax and wealth plans for business owners, not just filing their returns.
- Exceptional Interpersonal Skills: You must be genuinely personable, deeply empathetic to the challenges of small business owners, and energized by heavy client-facing interaction.
- AI & Tech Obsession: You must be highly AI-friendly. We use AI for all tasks where possible, and you should be eager to champion tech adoption to maximize your efficiency.
- Adaptability: Comfortable thriving in a fast-paced environment that is scaling rapidly.
What We Offer- A pure advisory focus (the compliance heavy-lifting is handled by our prep team).
- Built-in client base with zero pipeline-building or sales pressure.
- A high-growth career path in a firm that is redefining how tax advisory is delivered.
Why Join Us- Competitive pay + health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation
The pay range for this role is:
100,000 - 125,000 USD per year (Remote (United States))
