Tax Strategy Advisor

{
  "content_hash": "7c87f7d8f49a1367a97b4430905e0b94769871bbdace01baa4d56cc6625dc7da",
  "source_hash": "587388b048510f139e48a67b6ce54ba405282337ce09e86052a7808138f5055b",
  "last_changed_at": "2026-06-06T20:02:09.921Z",
  "active_status": "active"
}

{
  "language": "en-us",
  "location": {
    "raw": "Remote (United States), United States",
    "city": null,
    "region": null,
    "country": "United States",
    "is_remote": true,
    "confidence": 0.98,
    "workplace_type": "remote"
  },
  "salary_max": 125000,
  "salary_min": 100000,
  "inferred_at": "2026-06-06T20:02:09.922Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en-us",
    "location": {
      "raw": "Remote (United States), United States",
      "city": null,
      "region": null,
      "country": "United States",
      "is_remote": true,
      "confidence": 0.98,
      "workplace_type": "remote"
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": "remote",
  "salary_period": "year",
  "workplace_type": "remote",
  "salary_currency": "USD"
}

{}

{
  "list_job": {
    "id": "bf44d062-9a70-4f23-9d5c-63afcbbb1c67",
    "url": "https://ats.rippling.com/uplinq/jobs/bf44d062-9a70-4f23-9d5c-63afcbbb1c67",
    "name": "Tax Strategy Advisor",
    "language": "en-US",
    "locations": [
      {
        "city": "",
        "name": "Remote (United States)",
        "state": "",
        "country": "United States",
        "stateCode": null,
        "countryCode": "US",
        "workplaceType": "REMOTE"
      }
    ],
    "department": {
      "name": "Tax"
    }
  },
  "detail_job": {
    "url": "https://ats.rippling.com/uplinq/jobs/bf44d062-9a70-4f23-9d5c-63afcbbb1c67",
    "name": "Tax Strategy Advisor",
    "uuid": "bf44d062-9a70-4f23-9d5c-63afcbbb1c67",
    "board": {
      "logo": {
        "url": "https://prod-images.rippling.com/a4416632493bf6ff9999e0065c8e1a56391a7ab8.png?Expires=1780862529&Signature=RMipJ63oUzRQbaZxQqC8jUnA5nMofQLjQNFY6LSnev-rJtK18KGM9fanNJ4Y1GVX3bTxwYqyTTeTCPDWKlXXHyrod36pC~1z9fVzRZl-dEiJ6eCR2MsDLRwBfKZWHvqYtba3LNLRwwgenjZZ87uLeoJihjNU18fP4jFv0rE-FgfthsMa2IgQ~bpxSW9A1FjxuIXtzu0j1PhPuyemB9RMnC52TPB1T6a138Y70yXc7ZMEqP1h9uewtqMeM0e404Q7kjlKbVsGdtMI4x7ijSwmOslmuTXk~~Mukjb~hRWnTFnEc5Et3Osdb63WkDzNIz1C8wqFejjEOy6XxZ5HDsYv~A__&Key-Pair-Id=K2Y26R2ZPP26PH",
        "name": "Uplinq Logo Dark.png",
        "type": "image/png"
      },
      "slug": "uplinq",
      "title": "Uplinq Inc",
      "banner": {
        "url": null,
        "name": "",
        "type": ""
      },
      "boardURL": "https://ats.rippling.com/uplinq/jobs",
      "fontType": null,
      "subtitle": "Careers at Uplinq Inc",
      "boardType": "RIPPLING",
      "linkColor": "#19c2a6",
      "buttonColor": null,
      "legalNotice": null,
      "buttonTextColor": null,
      "noOpeningsMessage": null,
      "groupJobsByLocation": false,
      "showBoardLogoOnJobPost": false,
      "showCompanyInfoUnderJobPost": false
    },
    "createdOn": "2026-04-16T11:23:29.083000-07:00",
    "department": {
      "name": "Tax",
      "base_department": "Tax",
      "department_tree": [
        "Tax"
      ]
    },
    "companyName": "Uplinq",
    "description": {
      "role": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Individual applicants residing in the US only</strong></b><br><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">About the role</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">Tired 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!</span></p><h3 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:11pt;font-weight:600;letter-spacing:0.25px;margin-top:14px;margin-bottom:4px;padding-left:0px;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">What you'll do</span></h3><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Own the Client Room:</strong></b><span style=\"white-space:pre-wrap;\"> Confidently lead up to 12 high-impact, strategic client meetings per week, acting as a true financial partner and advisor.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Deliver Advanced, Holistic Strategies:</strong></b><span style=\"white-space:pre-wrap;\"> 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.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Leverage Elite Tech &amp; AI:</strong></b><span style=\"white-space:pre-wrap;\"> Utilize our best-in-class strategy stack—including </span><b><strong style=\"white-space:pre-wrap;\">TaxPlanIQ</strong></b><span style=\"white-space:pre-wrap;\"> and </span><b><strong style=\"white-space:pre-wrap;\">Maverick</strong></b><span style=\"white-space:pre-wrap;\">—while actively integrating AI tools (like ChatGPT and TaxGPT) into your daily research, communication, and strategy formulation.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Collaborate for Execution:</strong></b><span style=\"white-space:pre-wrap;\"> 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.</span></li></ul><h3 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:11pt;font-weight:600;letter-spacing:0.25px;margin-top:14px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Qualifications</strong></b></h3><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Active CPA License:</strong></b><span style=\"white-space:pre-wrap;\"> Required. Our high-net-worth clients expect and trust the CPA credential during high-level strategy sessions.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Real Strategy Experience:</strong></b><span style=\"white-space:pre-wrap;\"> Proven track record of actively designing and implementing complex tax and wealth plans for business owners, not just filing their returns.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Exceptional Interpersonal Skills:</strong></b><span style=\"white-space:pre-wrap;\"> You must be genuinely personable, deeply empathetic to the challenges of small business owners, and energized by heavy client-facing interaction.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">AI &amp; Tech Obsession:</strong></b><span style=\"white-space:pre-wrap;\"> 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.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"white-space:pre-wrap;\">Adaptability:</strong></b><span style=\"white-space:pre-wrap;\"> Comfortable thriving in a fast-paced environment that is scaling rapidly.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">What We Offer</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">A pure advisory focus (the compliance heavy-lifting is handled by our prep team).</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">Built-in client base with zero pipeline-building or sales pressure.</span></li><li style=\"color:rgb(29,28,29);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"white-space:pre-wrap;\">A high-growth career path in a firm that is redefining how tax advisory is delivered.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:11pt;white-space:pre-wrap;\">Why Join Us</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Competitive pay + health, dental, vision, 401(k), and life insurance</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Remote-first and flexible work culture</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Clear path for career growth in a fast-growing firm</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Modern tech stack and automation-first mindset</span></li><li style=\"font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Supportive, collaborative team with strong systems and documentation</span></li></ul>",
      "company": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:18pt;white-space:pre-wrap;\">About Uplinq</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:10.5pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:10.5pt;white-space:pre-wrap;\">Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering how entrepreneurs manage their finances, replacing manual bookkeeping, rules, and spreadsheets with intelligent automation that delivers real-time clarity and control.</span><br><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:10.5pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"font-size:10.5pt;white-space:pre-wrap;\">We’re a Series A startup backed by top investors, growing fast. Our team is lean, execution-focused, and allergic to fluff. We measure success in demos booked, pipelines created, and revenue influenced.</span></p>"
    },
    "workLocations": [
      "Remote (United States)"
    ],
    "employmentType": {
      "id": "Salaried, full-time",
      "label": "SALARIED_FT"
    },
    "payRangeDetails": [
      {
        "currency": "USD",
        "isRemote": true,
        "location": "Remote",
        "rangeEnd": 125000,
        "frequency": "YEAR",
        "rangeStart": 100000
      }
    ],
    "activeJobApplication": {
      "basicQuestions": [
        {
          "oid": "first_name",
          "title": "First name",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "last_name",
          "title": "Last name",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "email",
          "title": "Email",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "current_company",
          "title": "Current company",
          "required": false,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "phone_number",
          "title": "Phone number",
          "required": true,
          "fieldType": "PHONE_NUMBER"
        },
        {
          "oid": "location",
          "title": "Location (city only)",
          "required": true,
          "fieldType": "SHORT_ANSWER"
        },
        {
          "oid": "resume",
          "title": "Resume",
          "required": true,
          "fieldType": "FILE"
        },
        {
          "oid": "cover_letter",
          "title": "Cover letter",
          "required": false,
          "fieldType": "FILE"
        }
      ],
      "customQuestions": {
        "fields": [
          {
            "oid": "first_name",
            "title": "First name",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "last_name",
            "title": "Last name",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "email",
            "title": "Email",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "current_company",
            "title": "Current company",
            "required": false,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "phone_number",
            "title": "Phone number",
            "required": true,
            "fieldData": {},
            "fieldType": "PHONE_NUMBER"
          },
          {
            "oid": "location",
            "title": "Location (city only)",
            "required": true,
            "fieldData": {},
            "fieldType": "SHORT_ANSWER"
          },
          {
            "oid": "resume",
            "title": "Resume",
            "required": true,
            "fieldData": {},
            "fieldType": "FILE"
          },
          {
            "oid": "cover_letter",
            "title": "Cover letter",
            "required": false,
            "fieldData": {},
            "fieldType": "FILE"
          }
        ]
      },
      "additionalQuestions": [
        {
          "id": "6a163a64baa765eb0cc97f0f",
          "form": {
            "sections": [],
            "questions": [
              {
                "tags": [],
                "title": "What is your highest level of education?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "10fcc787-7acf-42ac-9ff3-55a9c33ce427",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "High school diploma or GED",
                  "Associates Degree",
                  "Bachelors Degree",
                  "Masters Degree or higher"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Do you hold any of the following professional credentials?",
                "canEdit": false,
                "dataType": "enum",
                "isPrivate": false,
                "uniqueKey": "22f1b697-992a-4de6-bb81-0dd6dbdc07f8",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Neither",
                  "EA (Enrolled Agent)",
                  "CPA (Certified Public Accountant)",
                  "Both"
                ],
                "questionType": "SINGLE_SELECT_RADIO",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": false
              },
              {
                "tags": [],
                "title": "How many years of experience do you have preparing or reviewing business or individual tax returns?",
                "canEdit": false,
                "dataType": "select",
                "maxChars": 12,
                "isPrivate": false,
                "uniqueKey": "31954689-5046-4f5b-b0f5-f68883e61fa7",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "No Experience",
                  "1-3 Years",
                  "4-6 Years",
                  "7+ Years"
                ],
                "description": "",
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Have you ever handled multi-state tax filings?",
                "canEdit": false,
                "dataType": "enum",
                "isPrivate": false,
                "uniqueKey": "1018ba33-d8d0-450c-8243-b322dcade196",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Yes, independently",
                  "Yes, under supervision",
                  "No"
                ],
                "description": "",
                "questionType": "SINGLE_SELECT_RADIO",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": false
              },
              {
                "tags": [],
                "title": "Which types of returns have you prepared or assisted with?",
                "canEdit": false,
                "dataType": "select",
                "maxLabel": "",
                "minLabel": "",
                "isPrivate": false,
                "uniqueKey": "1718b168-d1c7-48bc-8753-c698da6094e8",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Individual (1040)",
                  "S-Corporation (1120S)",
                  "Partnership (1065)",
                  "C-Corporation (1120)",
                  "None"
                ],
                "description": "(Select all that apply)",
                "questionType": "MULTI_SELECT_CHECKBOX",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "What makes you an ideal fit for a tech-forward bookkeeping and tax company?",
                "canEdit": false,
                "dataType": "Text",
                "maxChars": 250,
                "isPrivate": false,
                "uniqueKey": "829fba06-6f39-4b20-86e8-03d83372d3dd",
                "intChoices": [],
                "isRequired": false,
                "strChoices": [],
                "description": "Include your career aspirations and skills with other things about yourself we may not know from your resume.",
                "questionType": "LONG_ANSWER",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": false
              },
              {
                "tags": [],
                "title": "Are you willing to undergo a background check as a condition of employment?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "144545d1-c69a-43c4-9b94-4686b375a6cc",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Yes",
                  "No"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Are you legally authorized to work in the United States for any employer?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "3aa9937d-d4b2-4a7b-bf0a-32b0f8be9d18",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Yes",
                  "No"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              },
              {
                "tags": [],
                "title": "Will you now or in the future require visa sponsorship to work in the United States?",
                "canEdit": false,
                "dataType": "select",
                "isPrivate": false,
                "uniqueKey": "02ee76ac-2135-4f17-aa3d-3bfffcda65ba",
                "intChoices": [],
                "isRequired": true,
                "strChoices": [
                  "Yes",
                  "No"
                ],
                "questionType": "KNOCKOUT",
                "allowComments": false,
                "isOtherEnabled": false,
                "isMultiSelectEnabled": true
              }
            ],
            "skipLogic": [],
            "deletedSections": [],
            "deletedQuestions": []
          },
          "name": "Uplinq Tax Questionnaire"
        }
      ]
    },
    "hasAIEvaluationsEnabled": false,
    "eeocQuestionnaireEnabled": false,
    "applicationConfirmationTemplate": "67365c95a00bb110ea11fbda",
    "eeocQuestionnaireEnabledForJobPost": false
  },
  "detail_meta": {
    "url": "https://ats.rippling.com/api/v2/board/uplinq/jobs/bf44d062-9a70-4f23-9d5c-63afcbbb1c67",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 17339
  },
  "detail_errors": []
}