Prime Corporate Services · 5 days ago
Principal Tax Strategist (CPA)
Salt Lake City, UT
Full-time
Onsite
Senior Level, Lead/Staff
$115K/yr - $135K/yr
5+ years expPrime Corporate Services is a rapidly growing financial services firm headquartered in Murray, Utah, dedicated to empowering entrepreneurs and business owners. They are seeking an experienced CPA to lead and innovate in tax strategy services, educating clients and developing scalable tax solutions.
ConsultingCustomer ServiceManagement Consulting
Responsibilities
Develop and Lead Tax Strategy Services: Build and continuously improve a proactive, client-focused tax planning solution for entrepreneurs and business owners
Define and Scale Strategic Fulfillment: Develop and implement a PRIME-aligned framework for identifying, recommending, and assigning tax strategies across the customer base—ensuring every client receives tailored, high-impact guidance in a scalable and repeatable way
Client Engagement & Education: Serve as the expert host on our weekly tax strategy webinars, guiding customers through smart planning techniques and answering their tax-related questions
Thought Leadership & Content Development: Lead the creation of high-quality educational content for PRIME’s client portal, including guides, tools, and video resources that help simplify complex tax concepts
Internal Expertise & Collaboration: Act as the primary tax authority across the company, supporting product, sales, marketing, fulfillment, and leadership teams
Strategic Growth: Help define and execute the next phase of our tax strategy product—aligning with our company-wide mission to empower clients and exceed expectations
Qualification
Required
Active CPA license (required)
Bachelor's degree in Accounting or related field (required)
5+ years of experience in tax planning, tax strategy, or related public/private accounting work
Proven ability to interpret and apply complex tax laws in a client-facing context
Excellent communication skills—comfortable leading webinars, presentations, and written content
Passionate about helping clients proactively reduce tax liability and improve financial outcomes
Entrepreneurial mindset with an ability to thrive in a collaborative, fast-paced environment
Preferred
Experience creating educational or client-facing tax content is a strong plus
Benefits
Performance-based bonuses and growth opportunities
Comprehensive benefits package (medical, dental, vision, 401(k), and more)
Opportunities to shape the future of a growing tax service offering
A collaborative, energetic team environment with strong executive support
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance
Company
Prime Corporate Services
🚀 Prime Corporate Services helps entrepreneurs turn ideas into thriving, protected, and profitable businesses.
201-500 employees
H1B Sponsorship
Prime Corporate Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Chris Webb
Chief Financial Officer
Tim Laukka
Chief Financial Officer
Company data provided by crunchbase