Tax Strategist in Salt Lake City, Utah at PRIME CORPORATE SERVICES LLC

We are seeking an experienced, licensed CPA or Tax Attorney with deep tax knowledge who is ready to move beyond the traditional public accounting or legal practice model. This is a client-facing role for a professional who thrives on working directly with entrepreneurs and business owners to help them keep more of what they earn.

ROLE:

The Tax Strategist is responsible for delivering high-impact tax advisory services that help entrepreneurs and business owners minimize tax liability and build long-term financial success. This role is centered around proactive strategy, direct client consultation, and translating complex tax concepts into actionable, real-world solutions.

This individual serves as a trusted advisor; guiding clients through strategic tax planning, identifying savings opportunities, and creating customized strategies tailored to each client’s unique financial and business landscape.

RESPONSIBILITIES:

The Tax Strategist plays a key role in driving client financial outcomes by:

• Client Consultation & Tax Planning
  • Meet one-on-one with entrepreneurs and business owners to evaluate their tax position, identify opportunities for savings, and develop tailored tax strategies.
• Proactive Strategy Development
  • Analyze client business structures, income streams, and financial goals to design forward-looking tax strategies that generate measurable results.
• Client Education & Guidance
  • Clearly explain complex tax concepts and strategies, ensuring clients understand their options and feel confident in their financial decisions.
• Webinar Participation
  • Contribute to Company-hosted tax strategy webinars by answering client questions and providing expert guidance on tax planning techniques.
• Internal Collaboration
  • Partner with product, sales, and fulfillment teams to align tax strategies with Company services to enable a seamless client experience.
• Ongoing Client Support
  • Maintain long-term client relationships, adapting strategies as tax laws evolve and as client businesses grow and change.

ACCOUNTABILITIES:

• Client Impact & Results
  • Deliver clear, actionable tax strategies that result in measurable tax savings and improved financial outcomes for clients
• Strategic Accuracy & Compliance
  • Ensure all recommendations align with current tax laws and regulations while maximizing client benefit.
• Client Experience Ownership
  • Take full ownership of the client relationship, providing consistent, high-quality advisory support throughout the year.
• Collaboration & Alignment
  • Work effectively across departments to ensure strategy execution aligns with broader Company offerings and client needs.
• Continuous Improvement
  • Stay current on tax law changes, proactively refining strategies and approaches to deliver best-in-class advisory services.
• Organization & Execution
  • Maintain strong systems and processes to manage client interactions, strategies, and follow-ups efficiently and effectively.

MINIMUM EDUCATION REQUIREMENTS:

• Bachelor’s degree in Accounting, Finance, Law, or a related field
• Active CPA license or Juris Doctor (JD) with a focus in tax law

MINIMUM EXPERIENCE REQUIREMENTS:

• Strong computer skills; proficiency Google Suite, and assorted calendar applications
• 5+ years of experience in tax planning, tax strategy, or advisory services
• Proven ability to interpret and apply complex tax laws in a client-facing environment
• Strong communication skills with the ability to translate technical tax concepts into clear, actionable guidance
• Experience working directly with entrepreneurs and small business owners (preferred)
• Demonstrated ability to think strategically and deliver proactive tax solutions
• Ability to thrive in a fast-paced, collaborative environment
• Entrepreneurial mindset with a client-first approach

REQUIRED OUTSIDE TRAINING:

• Continuing Professional Education to maintain licensure.

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