Tax Strategist 1

PRIME Corporate Services•Dallas, TX

3h•$125,000 - $160,000•Onsite

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. 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.

Nice To Haves

Experience working directly with entrepreneurs and small business owners

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