Principal Tax Strategist

Prime Corporate Services; Salt Lake City (UT); On-site; USD 100,000 - 145,000; Full time

Job summary

A leading financial services firm in Salt Lake City is seeking a Principal Tax Strategist to lead and innovate tax strategies and client engagement efforts. This role requires a licensed CPA with significant tax knowledge and offers strategic leadership opportunities within a growing organization. Ideal candidates will have a Bachelor's degree in accounting, a strong background in tax planning, and excellent communication skills to foster client relationships. Join a dynamic team focused on making a national impact in the financial services sector.

Benefits

Performance-based bonuses

Comprehensive benefits package

Professional growth opportunities

Collaborative team environment

Qualifications

• 5+ years of experience in tax planning or tax strategy.
• Proven ability to apply complex tax laws in a client-facing context.
• Experience creating educational tax content is a plus.

Responsibilities

• Develop and improve proactive tax planning solutions for entrepreneurs.
• Lead educational webinars and create high-quality educational content.
• Act as the primary tax authority, supporting various teams within the company.

Skills

Tax Strategy

Client Engagement

Communication

Education

Bachelor's degree in Accounting

Active CPA license

Job description

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About Prime Corporate Services

Prime Corporate Services (PRIME), headquartered in Murray, Utah, is a rapidly growing financial services firm dedicated to empowering entrepreneurs, investors, and business owners nationwide. We specialize in business formation, tax planning, asset protection, and credit development—providing high-impact strategies that help clients build and protect their wealth. With over a decade of growth and more than 150,000 businesses served, we are entering our next phase of expansion. At PRIME, we combine expertise, innovation, and a client-first approach to deliver results that traditional firms often miss.

Description

About Prime Corporate Services

Prime Corporate Services (PRIME), headquartered in Murray, Utah, is a rapidly growing financial services firm dedicated to empowering entrepreneurs, investors, and business owners nationwide. We specialize in business formation, tax planning, asset protection, and credit development—providing high-impact strategies that help clients build and protect their wealth. With over a decade of growth and more than 150,000 businesses served, we are entering our next phase of expansion. At PRIME, we combine expertise, innovation, and a client-first approach to deliver results that traditional firms often miss.

Position Overview

We are seeking an experienced, licensed CPA with deep tax knowledge who is ready to move beyond the traditional public accounting model. This is a high-visibility, strategic role for a professional who wants to lead, innovate, and connect directly with clients.

You will serve as the company’s Tax Strategy Expert—responsible for helping develop a scalable tax strategy product, educating customers through webinars and portal content, and acting as the internal and external subject matter expert on all things tax. This role combines product guidance, video content creation, and client-facing guidance to help drive real impact for both PRIME and our national client base.

Key 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.
  
  

Requirements

Ideal Candidate Profile

• 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
  
  

Experience creating educational or client-facing tax content is a strong plus

Why Join Prime Corporate Services?

• Strategic Leadership Role: Influence the direction and delivery of a new, high-impact service
• Client-Centric Focus: Step away from routine compliance and into strategic value creation Dynamic Team Environment: Work closely with innovative professionals across departments
• Professional Growth: Expand your expertise and your visibility as a recognized thought leader
• Utah-Based, National Reach: Be part of a Utah-based company making a national impact
  
  

Compensation & Benefits

• Prime Corporate Services offers a competitive salary commensurate with experience and qualifications. This is a high-impact role with significant visibility and leadership potential as we scale our tax strategy product.
  
  

Additional Benefits Include

• 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
  
  

Apply Now

If you're a CPA in the Salt Lake City area looking for a new kind of opportunity—one that lets you lead, teach, and build something meaningful—we’d love to hear from you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Consumer Services

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