Tax Accountant II

Description

Tax Accountant II

Location: Remote

Department: Tax Solutions

Salary Range: $85,000 - $115,000

Classification: Exempt

Reports To: Director of Tax Operations

Status: Full-Time

About the Role:

We are seeking an experienced Tax Accountant II with advanced tax knowledge who is ready to move beyond the traditional public accounting 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.

Building on the foundation of Tax Accountant I, you’ll take on more complex client situations and deliver advanced tax strategies with greater independence. You’ll serve as a trusted advisor, identifying savings opportunities and creating customized strategies tailored to each client’s financial and business landscape.

What You’ll Do:

• Complex Tax Planning: Evaluate more complex client situations and develop advanced, tailored tax strategies.
• Proactive Strategy Development: Analyze business structures, income streams, and financial goals to design forward-looking strategies that deliver measurable results.
• Client Education: Translate tax concepts into clear guidance so clients understand their options and feel confident in their decisions.
• Tax Filings: Prepare, review, and finalize client tax filings.
• Ongoing Client Support: Maintain long-term client relationships, adapting complex strategies as tax laws change and client businesses grow.
• Collaboration & Webinars: Partner with product, sales, and fulfillment teams for a seamless client experience, and participate in Company webinars.

Why Prime?

Who we are: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.

Why You’ll Love Working Here:

• 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.

Benefits & Perks

• Competitive Compensation + performance based bonuses
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - 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

Requirements

What You Bring:

You are a confident, strategic advisor with advanced tax knowledge and a client-first, entrepreneurial mindset. You handle complex situations independently and translate technical concepts into clear, actionable guidance.

• Client Ownership: You deliver consistent, high-quality advisory support year-round.
• Accuracy & Compliance: You make sure every recommendation complies with current tax law while maximizing client benefit.
• Continuous Improvement: You stay current on tax law and proactively refine your strategies.

Requirements & Qualifications:

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Credentials: CPA or EA credential is a plus.
• Experience: 4+ years of tax accounting experience, including 2+ years in tax planning, tax strategy, or tax advisory services.
• Technical Skills: Proven ability to interpret and apply tax law and translate complex concepts in a client-facing environment.
• Software: Experience with professional tax software (e.g., CCH Axcess or ProSystem fx Tax) and strong computer skills preferred.
• Client Experience: Experience working directly with entrepreneurs and small business owners preferred.
• Outside Training: None required.

Career Path:

Tax Accountant II builds on the Tax Accountant I foundation. With 4+ years in tax planning, a strong record with complex clients, and readiness to support teammates, you can advance to Tax Accountant III.

Physical Requirements:

The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development