Tax Strategist Application

On Site or Remote | Miami, Fl

About Us:

At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and we are on a mission to create 10,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

Role:

We’re seeking a Tax Strategist who will oversee the development, implementation, and optimization of advanced tax strategies for our clients. The ideal candidate will be passionate about empowering entrepreneurs, reducing tax burdens, and helping clients protect and grow their wealth. This position will play a key role in ensuring our clients' financial success while adhering to Uplevel Entrepreneur’s values of exceeding expectations and fiduciary excellence.

responsibilities:

  • Develop tailored tax strategies for high-net-worth clients, with a focus on tax minimization and compliance.
  • Collaborate with other departments to ensure tax strategies integrate with broader wealth protection and business goals.
  • Lead educational sessions for clients on advanced tax strategies, breaking down complex tax concepts into actionable steps.
  • Provide oversight and mentorship to a team of tax professionals and financial strategists.
  • Stay updated on changes in tax laws and regulations to ensure compliance and optimize strategies.
  • Lead initiatives to enhance client satisfaction by exceeding their expectations with innovative tax solutions.
  • Review client documents and financials to identify and mitigate tax risks.
  • Regularly report on client progress and strategy performance metrics.

qualifications:

  • Minimum of 2 years of experience in tax strategy, tax planning, or similar roles.
  • CPA or JD with LLM Required
  • Deep understanding of U.S. tax laws, estate planning, and asset protection strategies.
  • Proven track record of helping business owners reduce tax liabilities.
  • Strong communication skills, especially in explaining complex tax strategies to non-experts.
  • Familiarity with tax planning for entrepreneurs, family-owned businesses, and trusts.
  • Ability to lead a team and manage multiple high-priority projects.
  • Alignment with Uplevel Entrepreneur’s core values and a passion for creating generational wealth.

measures of success:

  • Implementation of tax strategies that reduce clients' tax liability by 20% or more.
  • Client satisfaction scores consistently above 90%.
  • Clear, actionable reports and documentation that exceed client expectations.
  • Consistently meets deadlines for strategy reviews and implementation.
  • Successfully mentoring and leading the tax team to meet their individual KPIs.
  • Increased client retention and referrals due to exceptional tax advice.

hours:

* Minimum of 40 hours per week

salary:

For this role, compensation is based on both Salary and Company Profitability Bonuses and Value Add Bonuses. Your base compensation range would be between $80,000 to $100,000 per year, depending on the your experience and qualifications. Bonuses can be as high as 40% of your base salary.

benefits:

  • Medical Insurance
  • Dental insurance
  • Vision Insurance
  • Paid-Time Off
  • Paid Holidays

uplevel entrepreneur's core values:

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

* Exceeding Expectations: We consistently create WOW experiences by going the extra mile in our consulting and guidance, aiming to exceed client expectations. Our commitment is to consistently deliver value at least 10 times the price we charge.

* Generational Wealth Creation: We focus on creating real wealth, and define it as the ability to establish enduring financial foundations for future generations. Beyond monetary resources, it encompasses the transfer of financial literacy down the bloodline, ensuring the sustainability of the wealth we create." 

* Extreme Ownership: We embrace extreme ownership, taking full responsibility for every outcome, whether positive or negative. We don't shy away from accountability and willingly accept blame when necessary.

* Unapologetic Capitalists:As unapologetic capitalists, we wholeheartedly embrace the principles of private enterprise, free markets, and limited government intervention. We recognize ourselves as the best stewards of our resources and actively manage them within legal bounds, firmly believing in the power of capitalism to drive innovation, growth, and prosperity.

* Fiduciary Excellence - We don't play in the grey. As fiduciaries, our commitment is unwavering – we always recommend and guide our clients based on strategies thoroughly tested by the courts and within the bounds of the US Legal Code. We operate solely in the black and white, ensuring the highest standards of integrity and legal compliance.

* Stoic Mindset - We cultivate a Stoic mindset, grounded in resilience and composure. Central to this ethos is the understanding that we do not react to things beyond our control. Instead, we focus on thoughtful responses, navigating challenges with a calm and rational approach. Our commitment to a Stoic mindset guides us, promoting inner strength and maintaining a steady course in the pursuit of lasting success.
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Facebook makes us say all of the above. Sorry. Now for some more legal stuff. You had to know this was coming. After all, didn't we tell you that Edward is a lawyer. TERMS OF SERVICE