Tax Strategist

PRIME Corporate Services • Salt Lake City, UT

3d

About The Position

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.

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
• 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
• 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
• Continuing Professional Education to maintain licensure.
• 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

Nice To Haves

• Experience working directly with entrepreneurs and small business owners (preferred)

Responsibilities

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees