Tax Strategist

The Tax Strategist 2 is the client’s tax advisor s 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.

Location
:
Remote, U.S. Based

Department
:
Tax Solutions

Salary
: $100,000-$140,000

Classification
:
Exempt

Reports To
:
Tax Strategist 3

Status
:
Full-Time

• 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.

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.

• 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.

• 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

• Advanced knowledge of individual, S corporation and partnership taxation, including entity selection and reasonable compensation
• Command of common owner-level strategies: retirement plans,…