Tax Strategist 2

Tax Strategist 2

Location: Remote, U.S. Based

Department: Tax Solutions

Salary: $100,000-$140,000

Classification: Exempt

Reports To: Tax Strategist 3

Status: Full-Time

About the Role:

The Tax Strategist 2 is the client’s tax advisor at Prime. This role owns a book of Premium clients and delivers high-impact tax planning that helps entrepreneurs and business owners lower their tax bill and build long-term financial success.

Each Tax Strategist 2 guides clients through the full planning year: discovery, a written strategy, quarterly check-ins and year-end planning. They are the client’s trusted advisor, translating complex tax concepts into actions the client can take.

What You’ll Do:

• Client Book Ownership: Own a book of roughly 120–150 Premium clients and serve as each client’s primary tax advisor throughout the year.
• Planning Calls: Lead each client’s Discover call, Review call, Q2 and Q3 check-ins and Q4 planning call.
• Strategy Development: Analyze business structures, income streams and goals; design forward-looking strategies; and present them clearly in the client’s tax plan.
• Return Review & Signature: Review and sign the client’s returns prepared by the Return Prep team, confirming the planned strategies were applied correctly.
• Client Communication: Answer client questions by email and phone throughout the year, adapting strategies as tax law and the client’s business change.
• Webinars & Collaboration: Contribute to Company-hosted tax strategy webinars, and partner with Onboarding, Return Prep, product and sales teams for a seamless client experience.
• Mentoring: Guide the pod’s Tax Strategist 1 by reviewing models and including them on client calls.

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:

• Advanced knowledge of individual, S corporation and partnership taxation, including entity selection and reasonable compensation
• Command of common owner-level strategies: retirement plans, accountable plans, depreciation and cost segregation, family employment, and charitable planning
• Ability to read and review returns and identify planning opportunities and errors
• Strong client presence; explains technical topics simply and handles hard questions with confidence
• Manages a large client book with strong systems and follow-through

Minimum Education & Certification:

• Bachelor’s degree in Accounting, Finance, Law, or a related field
• Active CPA license or Enrolled Agent (EA) credential, or a Juris Doctor (JD) with a focus in tax law
• Master’s in Taxation or LL.M. in Taxation (preferred)
• Continuing Professional Education to maintain licensure.

Minimum Experience Requirements:

• 3–5+ years of experience in tax planning, tax strategy, or tax advisory services
• Proven ability to interpret and apply complex tax law in a client-facing role
• Experience working directly with entrepreneurs and small business owners
• Experience reviewing and signing individual and business returns
• Ability to thrive in a fast-paced, collaborative environment with an entrepreneurial, client-first mindset

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