Uplinq Financial Technologies

Own the month-end close and financial reporting for a portfolio of complex clients while serving as their primary point of contact. Review the work of junior Accounting Specialists and provide technical mentorship and feedback.

Lead and mentor the strategy team while managing a personal book of high-net-worth client strategy meetings. Execute and scale the strategy program, refining SOPs and integrating AI tools to improve efficiency and consistency.

Perform detailed technical reviews of federal and state tax returns across various entity types to ensure accuracy before final sign-off. Provide direct feedback and training to junior tax staff to improve first-pass quality and resolve client technical queries.