Tax Strategist 1

Tax Strategist 1

Location: Remote, U.S. Based   

Department: Tax Solutions

Salary: $75,000–$100,000    

Classification: Exempt

Reports To: Tax Strategist 3 

Status: Full-Time

About the Role:

The Tax Strategist 1 is the analytical engine of a Tax Strategy pod. Working alongside two Tax Strategist 2s and a Tax Strategist 3, this role builds the tax models, prepares the analysis and keeps client plans moving, so the strategists who own the client relationship can spend their time on the calls that matter.

This is a development role. A Tax Strategist 1 does not carry a client book; they learn the PRIME planning method by supporting every client in the pod, and build toward owning a book as a Tax Strategist 2.

What You’ll Do:

• Tax Modeling & Analysis
  • Build the tax projections and scenario models used in each client’s Review call, comparing current position with recommended strategies (entity structure, reasonable compensation, retirement, depreciation and similar).
• Plan Preparation
  • Gather and organize client documents and intake data, prepare draft tax plans and call materials, and flag gaps or questions for the owning strategist.
• Implementation Support
  • Track the action items from each client’s plan between calls and prepare the follow-up materials for Q2, Q3 and Q4 check-ins.
• Client Communication Support
  • Draft responses to routine client questions for strategist review, and join client calls as a second chair to take notes and build client-facing skills.
• Tax Technology Collaboration
  • Work with the Tax Tech team to test, document and improve modeling tools and templates.

Why Prime? 

Who we are:

Remember when every step of launching your dream felt like a mountain? Debt loomed, the tax code was a cryptic puzzle, and building a rock–solid foundation seemed impossible. PRIME Corporate Services was forged from that very struggle - by entrepreneurs who knew there had to be a better way.

We are not just a faceless firm; we are a co-pilot for founders, operators, and business builders navigating the chaos of growth. We help cut through red tape, simplify complex systems, and help entrepreneurs structure their business for long-term financial freedom.

From entity structuring to tax strategy to business credit and funding, we don’t just protect businesses - we help to scale them. Our team partners directly with high-growth entrepreneurs and affiliate partners to drive measurable outcomes; more leads, more revenue, and stronger businesses.

We deliver expert guidance and exceptional service at every stage of the business journey.

Our Mission: We aim to serve, advise, and support entrepreneurs every day.

Why You’ll Love Working Here:

• Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME.
• Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum.
• Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation.
• Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting the foundation for the next generation of PRIME’s digital ecosystem.

Benefits & Perks

• Competitive Compensation + performance based bonuses
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - Generous PTO, sick days, and paid holidays
• 401k with Company match (we match up to 4%)
• Parental Leave - Paid leave for new parents
• Impact-Driven Culture - Small team, big mission
• Gym Pass - Company sponsored access to local gyms
• Free soda and snacks
• Discounts on Cellular/Wireless bills
• Robust Employee Resource Program with tele-health and more

What You Bring:

• Working knowledge of individual (Form 1040) and pass-through (Forms 1120-S and 1065) taxation
• Strong spreadsheet modeling in Excel or Google Sheets; comfort learning tax planning software
• Careful, organized work habits and the ability to manage many client files at once
• Clear written communication and a willingness to learn client-facing skills
• Proficiency in Google Workspace and calendar applications

Minimum Education & Certification:

• Bachelor’s degree in Accounting, Finance, or a related field
• Active Enrolled Agent (EA) credential, or CPA-eligible and actively pursuing the CPA or EA
• Master’s in Taxation or Accounting (preferred)
• Continuing Professional Education toward and, once licensed, to maintain the CPA or EA credential.

Minimum Experience Requirements:

• 1–3 years of experience in tax preparation, tax planning, or public accounting (internships count)
• Exposure to small business and owner-level tax returns (preferred)
• Ability to thrive in a fast-paced, collaborative environment
• Entrepreneurial mindset with a client-first approach

Physical Requirements:

The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. 

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development