Tax Strategy Analyst I — Model & Support Client Plans

Prime-Corporate-Services; United States; A distancia; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401k with company match

Paid time off

Parental leave

Gym access

DT free snacks

Descripción de la vacante

Prime Corporate Services is seeking a Tax Strategist 1 to support a high-growth tax strategy pod. You will learn PRIME planning methods by supporting multiple client plans and building toward ownership as Tax Strategist 2.

In this development role, you will model tax projections, prepare materials for client reviews, and collaborate with tax tech and other strategists to move client plans forward.

Formación

• Bachelor’s degree in Accounting, Finance, or related field.
• Active EA or CPA-eligible; pursuing CPA/EA.
• Proficiency with tax planning software and spreadsheet modeling.

Responsabilidades

• Build tax projections and scenario models for client reviews.
• Prepare draft tax plans and call materials; flag gaps.
• Support implementation and document/test modeling tools.
• Join client calls as second chair to take notes.

Conocimientos

Tax modeling

Excel modeling

Data gathering

Written communication

Educación

Bachelor’s degree in Accounting/Finance

Master’s in Taxation or Accounting (preferred)

CPA or EA (pursuing or eligible)

Herramientas

Tax planning software

Google Workspace

Descripción del empleo

Prime Corporate Services is seeking a Tax Strategist 1 to support a high-growth tax strategy pod. You will learn PRIME planning methods by supporting multiple client plans and building toward ownership as Tax Strategist 2.

In this development role, you will model tax projections, prepare materials for client reviews, and collaborate with tax tech and other strategists to move client plans forward.