Senior Tax Advisor (Hybrid) — Proactive Planning

BA Global Talent; North Carolina; Hybride; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Annual bonus (target 10%)

HRA (Health Reimbursement Arrangement)

Client referral commission

Expense reimbursement

Résumé du poste

BA Global Talent is seeking a Senior Tax Specialist in North Carolina to join a small CPA firm specializing in tax strategy, compliance, and advisory services for small and medium-sized businesses and high-net-worth individuals nationwide. This direct-hire role offers a flexible hybrid work model.

The Senior Tax Specialist will focus on developing deep tax expertise, proactive planning, and client advisory services using proprietary tax projection software to optimize outcomes across multiple

Qualifications

• 2–4 years of tax preparation experience in public accounting/CPA firm.
• Active CPA license or actively pursuing CPA licensure.
• Experience with tax seasons at other public accounting firms is highly desirable.
• Excellent written and verbal communication skills.
• Familiarity with Microsoft Office Suite, Google Workspace (G Suite), and basic computer skills.
• Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, and QuickBooks/Xero is a plus but not required.

Responsabilités

• Prepare and review business and individual tax returns.
• Set up and/or conduct year-end tax planning with clients, providing proactive strategies to minimize tax liabilities and optimize financial outcomes.
• Maintain consistent communication with clients, build strong relationships, and effectively address tax-related questions and needs.
• Research complex tax situations and develop thoughtful, innovative solutions that benefit clients.
• Think creatively to identify opportunities for additional value-added services and tax strategies.
• Deliver clean, polished, and accurate work while thoroughly identifying available deductions, credits, and tax-saving opportunities.

Connaissances

Tax preparation

Public accounting

CPA licensure in progress

Client communication

Outils

CCH Axcess Tax

PDFlyer

Podio

ShareFile

QuickBooks/Xero

Description du poste

BA Global Talent is seeking a Senior Tax Specialist in North Carolina to join a small CPA firm specializing in tax strategy, compliance, and advisory services for small and medium-sized businesses and high-net-worth individuals nationwide. This direct-hire role offers a flexible hybrid work model.

The Senior Tax Specialist will focus on developing deep tax expertise, proactive planning, and client advisory services using proprietary tax projection software to optimize outcomes across multiple