About UpriseUprise's mission is to give everyone in the world the ability to optimize their finances. We partner with financial companies to embed fully personalized, actionable financial advisory into their offerings, making financial advice as accessible as possible by leveraging automation. Today, we primarily work with companies that serve small business owners - from fintechs, banks, accounting platforms, and 401k providers, enabling these companies to build deep relationships with customers across their entire financial lives at a previously impossible scale. Early partners include NerdWallet, Flychain, and Heard. The company was founded in 2021 by former leaders at Robinhood, Wise, and Justworks.
About the role:
We're looking for a contract Small Business Financial Consultant to work with our small business owner clients on the business side of their finances. This includes entity structure, cash flow planning, tax strategy, and general business consulting. We're expecting to ramp up over time from 5 hours/week to 15-20 hours/week. This role is remote, but we're looking for someone in US time zones. Flexible hours available, including options for nights and weekends if preferred.
What you'll do:- Conduct video calls with prospective clients to understand their business needs, explain how our services could help, and walk through what working with Uprise looks like.
- Work closely with clients on tax strategy and business-level financial decisions, soliciting feedback on what we can do better.
- Develop succinct and actionable business tax and consulting recommendations, leveraging our proprietary software.
- Respond to clients' messages and questions about their business finances.
- Articulate prospective client needs, trends observed across client calls, and ideas for process or product improvements.
- We're looking for professionals who:
- Have experience advising small business owners on business consulting and financial strategy (e.g. entity structure, profitability, cash flow, financing operations)
- Enjoy working directly with clients and explaining financial concepts clearly
- Are aligned with Uprise's mission to make financial advice more accessible
- It's a plus (but not required) if you have experience with:
- CPA or EA designation
- Tax strategy and planning (e.g. S-corp elections, estimated taxes)
- Agriculture experience, or experience advising agriculture business owners
- Tax filing experience
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.
