Senior Tax Specialist

BA Global Talent; North Carolina; Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Annual bonus 10%

HRA (Health Reimbursement Arrangement)

Client referral commission

Expense reimbursement

Job summary

BA Global Talent in North Carolina seeks a Senior Tax Specialist to join a small CPA firm focusing on tax strategy, compliance, and advisory services for businesses and high-net-worth individuals nationwide. This direct-hire role offers a flexible hybrid work schedule in a collaborative environment.

You will prepare returns, plan year-end strategies, and help clients minimize tax liabilities while growing your tax expertise and advisory capabilities alongside a dedicated team.

Qualifications

• 2-4 years of tax preparation experience in public accounting/CPA firm.
• Active CPA license or pursuing CPA licensure.
• Experience with tax seasons at other public accounting firms is 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.

Responsibilities

• 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.

Skills

Tax preparation

CPA licensure

Tax seasons experience

Communication skills

General computer skills

Public accounting familiarity

Tools

CCH Axcess Tax

PDFlyer

Podio

ShareFile

QuickBooks/Xero

Job description

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 across a variety of industries nationwide. This is a direct-hire opportunity with the firm, with a flexible hybrid-work schedule.

Unlike many small accounting firms, the tax team is focused exclusively on tax services. This means the Senior Tax Specialist will be able to concentrate on developing deep tax expertise rather than shifting to bookkeeping or assurance work during the off-season.

The Senior Tax Specialist will also have the opportunity to further develop proactive tax planning skills and grow from a tax preparer into a trusted tax advisor. The firm takes a proactive approach to helping clients prevent tax issues and optimize their financial outcomes, including the use of proprietary tax projection software designed to identify effective strategies across multiple variables.

Responsibilities:

• 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.

Qualifications:

• 2-4 years of tax preparation experience in public accounting/CPA firm required.
• 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 required.
• Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, and QuickBooks/Xero is a plus but not required.

Nice-to-Have:

• Hands-on experience with both business and individual U.S. tax returns, with stronger exposure to business taxation.
• Experience working with more complex or non-routine tax situations beyond standard return preparation.
• Exposure to year-end tax projections and proactive tax planning for clients.
• Strong tax research skills and the ability to identify potential solutions to unfamiliar tax issues.
• Interest in developing from a tax preparer into a more consultative, client-facing tax advisor.
• Ability to identify deductions, credits, and tax-saving opportunities while maintaining a high level of accuracy.
• Experience communicating directly with clients to gather information, answer tax questions, and explain tax matters clearly.
• Curiosity and willingness to learn advanced tax planning techniques and new tax technology.
• Ability to work independently while knowing when to elevate complex technical matters to senior team members.

Company-Wide Benefits & Incentives:

• Annual Bonus: Target bonus is 10% of base salary. Historically, employees have received between 15% and 30%, depending on individual performance and firm results.
• Health Reimbursement Arrangement (HRA): Maximum monthly HRA contribution available to all employees.
• Client Referral Commission: Employees who bring in and manage new clients receive 20% of the client’s first-year billings. This performance-based incentive is separate from the standard compensation package. Historically, payouts have ranged from approximately $1,000 to more than $30,000, averaging around $12,000.
• Expense Reimbursement: Approved work-related expenses are reimbursed through an accountable reimbursement plan.

Work Arrangement: This position follows a hybrid work model.

Location: Wake Forest, North Carolina, within commuting distance of major nearby cities, including Raleigh, Durham, Cary, and Chapel Hill.

Only resumes submitted in English will be considered.

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.