Tax Strategist

Prime Corporate Services

Prime Corporate Services is looking for an accomplished CPA or Tax Attorney who brings deep technical tax expertise and is ready to step beyond the traditional public accounting or legal practice environment. This is a highly consultative, client-facing opportunity for a professional who enjoys working directly with entrepreneurs and business owners to help them preserve wealth, reduce tax exposure, and make smarter financial decisions.

If you are energized by proactive planning, strategic thinking, and meaningful client relationships, this role offers the chance to become a trusted advisor who delivers real impact.

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About the Role

As a Tax Strategist, you will provide high-value tax advisory services designed to help clients reduce tax liability and strengthen long-term financial outcomes. Rather than focusing solely on compliance, this position centers on forward-thinking strategy, personalized consultation, and the ability to turn complex tax regulations into practical, actionable solutions.

You will serve as a strategic partner to entrepreneurs and business owners, helping them navigate tax planning opportunities, optimize financial structures, and implement customized approaches aligned to their goals.

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What You’ll Do

Client Consultation & Strategic Tax Planning

• Meet directly with entrepreneurs and business owners to assess their current tax position

• Identify tax-saving opportunities and areas for financial optimization

• Develop tailored tax strategies based on each client’s business model, income sources, and long-term goals

Proactive Strategy Development

• Review entity structures, revenue streams, and future business plans

• Design tax strategies that are forward-looking, practical, and results-driven

• Build solutions that support measurable savings and long-term financial success

Client Education & Advisory Support

• Translate complex tax laws and planning concepts into clear, accessible guidance

• Empower clients to make informed decisions with confidence

• Serve as a year-round advisor, not just a seasonal resource

Webinar Participation

• Support company-hosted tax strategy webinars

• Answer client questions and provide expert insight on planning techniques

• Help position the company as a trusted authority in strategic tax advisory

Cross-Functional Collaboration

• Work closely with internal product, sales, and fulfillment teams

• Ensure tax strategies align with company offerings and client expectations

• Contribute to a seamless, high-quality client experience across all touchpoints

Ongoing Relationship Management

• Build and maintain strong long-term client relationships

• Adjust planning strategies as tax laws change and client businesses evolve

• Deliver consistent support that grows with the client’s financial journey

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Key Areas of Accountability

Client Results

• Deliver practical, high-impact tax strategies that create measurable savings

• Improve financial outcomes through customized planning and strategic guidance

Accuracy & Compliance

• Ensure all recommendations are aligned with current tax laws and regulations

• Balance compliance with opportunity to maximize client benefit

Ownership of Client Experience

• Take full responsibility for the advisory relationship throughout the year

• Provide a high standard of service, communication, and follow-through

Internal Alignment

• Collaborate effectively across teams to support successful execution of client strategies

• Ensure recommendations are aligned with broader business services and client needs

Continuous Improvement

• Stay informed on tax law changes and emerging planning opportunities

• Refine advisory approaches to maintain best-in-class service delivery

Organization & Execution

• Maintain effective systems for client communication, strategy documentation, and follow-up

• Manage priorities efficiently in a dynamic, fast-paced environment

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What We’re Looking For

Education

• Bachelor’s degree in Accounting, Finance, Law, or a related field

• Active CPA license or Juris Doctor (JD) with a focus in tax law

Experience

• 5+ years of experience in tax planning, tax strategy, or advisory services

• Proven success applying complex tax law in a client-facing setting

• Experience advising entrepreneurs and small business owners is preferred

Skills & Strengths

• Strong ability to interpret technical tax concepts and communicate them clearly

• Excellent interpersonal and consultative communication skills

• Strategic thinker with a proactive, solution-oriented mindset

• Comfortable working in a collaborative, fast-moving environment

• Strong technology skills, including proficiency with Google Suite and calendar tools

• Entrepreneurial mindset with a strong commitment to client success

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Professional Development

This role requires ongoing Continuing Professional Education (CPE) or other training necessary to maintain professional licensure and remain current with tax law developments.

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Physical & Work Environment Requirements

The physical demands and work environment described below are representative of those associated with this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

• Prolonged periods of sitting at a desk

• Frequent computer use and phone-based communication

• Ability to lift up to 25 pounds periodically

• Ability to access and navigate all departments within company facilities

• Limited travel may be required, estimated at less than 10% annually, for:

• Sales support

• Training

• Professional development

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Why This Opportunity Stands Out

This is an ideal opportunity for a tax professional who wants to move beyond a traditional technical role and become a true strategic advisor. At Prime Corporate Services, you will have the chance to work directly with ambitious business owners, influence meaningful financial outcomes, and deliver proactive solutions that make a lasting difference.

If you are passionate about helping clients keep more of what they earn and want to bring your expertise into a more dynamic, relationship-driven environment, this role offers the platform to do exactly that.