Uplinq Financial Technologies

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.

Prepare federal and state tax returns for various entity types while utilizing AI and automation tools to streamline compliance workflows. Organize client documentation and prepare workpapers to support the senior tax team.

Lead the onboarding process for new clients by guiding them through system setup and data clean-up. Configure QuickBooks Online and Uplinq accounts while managing timelines and transitioning clients to ongoing support teams.

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.