Description

About Uprise

Uprise's mission is to give everyone in the world the ability to optimize their finances.

We're a premium tax and advisory firm for people with genuinely complex finances: business owners, real estate, stock comp, and more. We pair expert tax professionals and advisors with technology to deliver a high-touch, proactive experience that traditional firms can't, and we reach clients by embedding inside the platforms and advisory firms they already trust: partners like HoneyBook, NerdWallet, Flychain, alongside a growing roster of RIAs and wealth firms.

We're backed by top VCs (Blank Ventures, Serac Ventures, TruStage, Hustle Fund) and by founders and senior execs from Gusto, SoFi, Stripe, and Robinhood, among others.

About the role

You're the person our clients talk to about their taxes. You meet each client when they join, walk them through their return before it's filed, and for clients who want ongoing planning, answer their questions through the year: what to pay in quarterly estimates, why they owe what they owe, and what a change in their income or business would mean. You work alongside our Tax Compliance Managers, who review and sign the returns, and you work through the toughest questions together.

Our clients span a wide range of situations, from straightforward returns to high earners with stock compensation, multi-state footprints, K-1 investments, and real estate, as well as business owners in agriculture, healthcare, and consulting. The work centers on clients' 1040s and the 1120S and 1065 returns behind them.

Why this role is different

• You won't have to go find clients. They come to us through our partners.
• Tax planning is part of the job, not just compliance, so your work with clients runs all year instead of stopping at the filing deadline.
• We build our own software, including AI that takes the first pass at each return and its work papers. You'll help decide what we build, test it on real returns, and tell us where it gets things wrong.
• We're a small team growing fast. Together with the rest of the team, you'll help define how we work with clients and how our standards and workflow run as we grow.
• The role includes equity, so you would own part of the company you're helping to build.
• The role is remote anywhere in the U.S.

What you'll do

• Meet new clients to understand their situation and what they need from us this year.
• Take intro calls and run office hours for people our partners send us, and help them decide whether Uprise is the right fit.
• Review each return before it goes to the client, so what you present is right.
• Walk clients through their draft returns before filing, explain what changed from last year, and answer their questions in plain language.
• Answer clients' planning questions through the year, including quarterly estimates and how a decision would change their taxes.
• Work with our Tax Compliance Managers on tax planning for clients through the year.
• Work through complex technical questions with our Tax Compliance Managers and come back to the client with a clear answer and a next step.
• Work with our client operations team so clients know what we still need from them and where their return stands.
• Tell us what's slowing you down so we can fix the workflow and the tooling.

If most of this fits you and the work sounds like your kind of work, we'd like to hear from you!

When you apply, include a short note on when you could start and what made you want to apply.

Uprise is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.

Requirements

• You hold an active CPA license or EA credential.
• You have 3 to 5 years of tax experience at a firm serving business owners and high earners, including preparing and reviewing returns yourself.
• You have worked across several of these: multi-state returns, K-1 investments, RSUs and stock options, S corp and partnership pass-through entities, and real estate. Experience across several industries is a plus.
• You have met with clients to walk through their returns or plan their taxes, and you can explain a complicated situation in plain language.
• You stay calm and clear with clients who are stressed about what they owe.
• You're comfortable working remotely across tax software, client portals, and video calls.
• You want to build something new with a small team, and you care about the clients behind the returns.
• You're based in the U.S.