Tax Strategist Application

On Site or Remote | Miami, Fl

About Us:

At Uplevel Entrepreneur, our vision is to To redefine what it means to be an Uplevel Entrepreneur by setting a new standard for wealth creation, capital stewardship, and financial sovereignty in the Business Owner Community.

We envision a future where the most elite Business Owners don’t just earn more — they keep more, protect more, and do more with it. We are building the premier ecosystem for financial literacy, structural mastery, and generational impact in the Entrepreneurial World.

Our mission is to create an army of Uplevel Entrepreneurs who know how to win at the Game of Business and use their success to build Real Wealth — for themselves, their families, and future generations.

We are a team driven by our values, including extreme ownership, strategic precision, long-term thinking, fiduciary excellence, unapologetic capitalism, client first, always, and Mastery Over Mediocrity.

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.

* Extreme Ownership: We own the outcome. Every win. Every challenge. Every detail. Excuses are easy — we choose accountability.

* Strategic Precision: Strategic Precision. We don’t guess. We design. Every recommendation is grounded in law, logic, and leverage. We move with intent and calculate for results.

* Long-Term Thinking: We build for legacy, not just the next tax season. Our strategies are rooted in durability, scalability, and generational sustainability.

* Fiduciary Excellence: We operate only in the black and white. No grey zones. No half-truths. Our Clients trust us because we stay anchored in what’s tested, legal, and proven.

* Capitalism Without Apology: We believe business is the greatest tool for Freedom. We champion personal responsibility, private ownership, and the right to prosper.

* Client First, Always: Our loyalty is to our Clients’ outcomes. We never chase trends — we pursue truth. We measure our success by the real, lasting results we help deliver.

* Mastery Over Mediocrity: We don’t do good enough. We pursue mastery—in systems, service, strategy, and self. Our standard is higher because our Mission demands it.

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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