Senior Tax Specialist - Complex High-Net-Worth (Hybrid)

Creative Financial Staffing, LLC; Murfreesboro (TN); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking an experienced Tax Specialist to join its CPA-forward team. The role emphasizes complex tax work for high-net-worth clients, focusing on planning and compliance with flexibility for hybrid/remote work.

The position requires CPA certification and 5+ years of public accounting tax experience, including multi-state tax, estate, gift, and trust taxation. Big Four or large-firm background is a plus for career progression.

Qualifications

• CPA certification required.
• 5+ years of public accounting tax experience.
• Experience with high-net-worth tax matters.
• Multi-state tax experience including estate, gift and trust taxation.
• Big Four or complex tax firm experience is a plus.

Responsibilities

• Focus on complex tax work rather than audit or routine individual tax preparation.
• Provide tax planning and compliance for high-net-worth clients.
• Collaborate with team to handle multi-state and estate/gift/trust matters.

Skills

CPA

Public tax experience

High-net-worth tax

Multi-state tax

Estate/gift/trust taxation

Career progression

Big Four experience

Education

CPA certification

Job description

Creative Financial Staffing, LLC is seeking an experienced Tax Specialist to join its CPA-forward team. The role emphasizes complex tax work for high-net-worth clients, focusing on planning and compliance with flexibility for hybrid/remote work.

The position requires CPA certification and 5+ years of public accounting tax experience, including multi-state tax, estate, gift, and trust taxation. Big Four or large-firm background is a plus for career progression.