Senior Tax Strategist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Tax Strategist managing the Strategy team at Uplinq Inc. Leading tax strategy and client management with AI integration for small business owners.
Responsibilities:
- Lead the Strategy Team
- Manage and mentor a team of three: two Tax Strategy Admins and one Tax Strategy Advisor
- Set the standard for quality, consistency, and client care
- Serve as the technical and professional escalation point for the team's most difficult strategy questions
- Build development plans and growth paths for direct reports
- Personally carry your own book of business, leading up to 12 client strategy meetings per week
- Deliver advanced, holistic strategies across tax minimization, estate planning, business succession, and insurance alignment
- Partner with the VP of Tax to execute and continuously improve the strategy program
- Build and maintain a curated library of vetted referral partners
- Use AI tools such as ChatGPT and TaxGPT into research, communication, strategy development
Requirements:
- Active CPA license required
- 5+ years of progressive tax strategy experience in public accounting or a high-growth advisory environment
- Demonstrated experience designing and implementing complex tax and wealth strategies for business owners
- Strong people-management experience required
- A track record of executing and scaling a process or system you built
- Strong interpersonal and client-facing skills
- A tech-forward mindset, with a demonstrated willingness to adopt and champion AI tools
- The ability to thrive in a fast-paced, rapidly scaling remote startup environment
Benefits:
- Competitive pay plus health, dental, vision, 401(k), and life insurance
- Remote-first, flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack with an automation-first approach
- Supportive, collaborative team with strong systems and documentation
Similar Jobs
Senior Associate, Tax Compliance – Reporting
Senior Associate managing tax compliance and reporting for North America at Kantar. Collaborating with internal and external teams to ensure tax compliance and minimize liabilities.
Director, Property Tax
Director responsible for property tax services at DMA, managing teams and maximizing tax savings. Involves client relations, strategic planning, and team leadership in an employee-owned firm.
Indirect Tax Filings Specialist
Indirect Tax Filings Specialist managing tax compliance operations and filings across jurisdictions for trade infrastructure startup. Collaborating with Engineering to enhance automation and efficiency in tax processes.
Surplus Lines Tax & Compliance Specialist
Surplus Lines Tax & Compliance Specialist providing customer service support at ReSource Pro. Involves client communications, tax processing, and regulatory compliance.
Surplus Lines Tax and Compliance Specialist
Surplus Lines Tax & Compliance Specialist providing front-line customer service support to clients in insurance. Handling compliance tasks and managing client communications efficiently.
Tax Manager
Interim Tax Manager role for SaaS client to stabilize global tax operations. Remote position with potential for long-term engagement after 3-6 months.
Senior Manager, Corporate Tax – Japanese Bilingual
Senior Manager in Corporate Tax leading corporate tax practice with strategic influence and client relationships. Managing engagements and mentoring teams while providing executive-level tax advice.
Manager, Corporate Tax – Japanese Bilingual
Manager in Corporate Tax responsible for delivering high-quality tax services to clients while mentoring junior staff. Collaborating on tax engagements and providing strategic advice for mid-market clients.
Tax Analyst, Programmer
Seasonal Tax Analyst Programmer developing high-quality tax content for TaxAct software users. Researching federal and state tax laws while mentoring new analysts in a collaborative environment.
Tax Manager
Tax Manager coordinating the company’s tax compliance and serving as tax subject matter expert. Working cross-functionally to ensure tax considerations in business decisions.
Tax Director
Tax Director overseeing advisory and compliance elements of tax department at a leading firm. Engaging with clients, managing teams, and ensuring quality delivery across services in a remote setting.
Tax Manager
Remote Tax Manager at a boutique tax strategy and planning firm focusing on proactive tax planning. Collaborate with high-net-worth individuals and mentor tax associates for optimal outcomes.
Tax Manager
Tax Manager at a growth-minded firm leading strategic tax conversations for high-performing clients. Empowering proactive partnerships with clients in a fully remote position.
Tax Manager
Remote Tax Manager in a modern accounting firm delivering advisory and tax services. Leading engagements and fostering relationships with diverse client base for financial success.
Tax Manager, CPA
Remote Tax Manager at a boutique tax strategy and planning firm serving high-net-worth individuals. Creating proactive tax plans and managing tax associates in a client-centric environment.
Tax Manager
Tax Manager specializing in proactive tax strategies for entrepreneurs and real estate investors. Join a remote firm prioritizing strategy over compliance with a focus on mentorship and firm growth.
Senior Product Owner – Tax One
Product Manager overseeing Tax One project deliveries and coordinating with Product Owners and Engineering teams. Managing roadmaps and ensuring stakeholder communication and delivery timelines in a tech environment.
Director, HR Business Partner – Global Tax and Treasury
Director, HR Business Partner overseeing people strategies for global Tax and Treasury at Cargill. Collaborating with senior leaders to enhance organizational performance and culture.
Tax Compliance Analyst
Tax Compliance Analyst responsible for validating payroll compliance changes and conducting comprehensive testing. Collaborating with Compliance and Development teams to ensure accuracy before production sign-off.
Tax Associate
Tax Associate preparing and reviewing U.S. tax returns for healthcare professionals. Collaborating with U.S.-based teams while working remotely from Mexico or Colombia.