Tax Specialist

CFS; Orlando (FL); Remote; USD 125,000 - 150,000; Full time

Benefits offered by this job

Fully remote

40-hour work week

Mentorship and growth

Job summary

CFS is seeking a Tax Specialist, CPA to join a well-established boutique firm serving high-net-worth individuals and closely held businesses. You will lead complex tax engagements, provide strategic guidance, and collaborate within a team that values work-life balance.

The role offers a fully remote environment with ET hours, a structured 40-hour work week year-round, and exposure to sophisticated tax planning and compliance matters. Compensation reflects experience and market norms.

Qualifications

• ACTIVE CPA is required.
• 5+ years of tax experience in public accounting.
• Experience managing complex multi-state tax engagements.
• Strong background with high-net-worth individuals and closely held businesses.
• Knowledge of federal, state, and local tax regulations.
• Strong tax research and technical writing skills.
• Proven career progression with stability in roles.
• Ability to work independently in a remote environment while collaborating with a team.

Responsibilities

• Manage complex tax planning and compliance engagements for high-net-worth individuals and privately held businesses.
• Prepare and review federal, state, and multi-state tax filings.
• Research technical tax issues and document findings with memoranda and recommendations.
• Serve as trusted advisor and primary point of contact for clients.
• Identify tax-saving opportunities and assist with strategic planning initiatives.
• Support sales tax, property tax, and federal excise tax compliance activities.
• Assist with process improvements, automation initiatives, and workflow efficiencies.
• Mentor team members and contribute to a collaborative, knowledge-sharing culture.

Skills

Public tax accounting

Tax planning

Federal & state tax knowledge

Remote collaboration

Job description

Compensation

$125,000 – $150,000

Location

Remote (U.S.-Based)

Candidates must work Eastern Time hours. Not considering candidates located in California, Washington, Oregon, Hawaii, Alaska, or New York.

About The Opportunity

This is an opportunity to join a well-established boutique CPA firm serving a loyal client base of high-net-worth individuals and closely held businesses. The Tax Specialist, CPA will work on complex tax engagements, provide strategic client guidance, and contribute to a collaborative team environment—all while maintaining a healthy work-life balance.

Unlike many public accounting firms, this organization prioritizes sustainable workloads and long-term career growth, offering a structured 40-hour work week throughout the year, including busy season.

Why This Role Stands Out

• Fully remote opportunity with a collaborative, experienced team
• Consistent 40-hour work week, even during busy season
• Exposure to sophisticated tax planning and compliance engagements
• Work with high-net-worth individuals and closely held businesses
• Stable firm with strong client relationships and long-term employees
• Opportunity to mentor staff and help shape firm processes and best practices

Core Responsibilities

• Manage complex tax planning and compliance engagements for high-net-worth individuals and privately held businesses
• Prepare and review federal, state, and multi-state tax filings
• Research technical tax issues and document findings through tax memorandums and recommendations
• Serve as a trusted advisor and primary point of contact for clients
• Identify tax-saving opportunities and assist with strategic planning initiatives
• Support sales tax, property tax, and federal excise tax compliance activities
• Assist with process improvements, automation initiatives, and workflow efficiencies
• Mentor team members and contribute to a collaborative, knowledge-sharing culture

Qualifications

• ACTIVE CPA REQUIRED
• 5+ years of recent public accounting tax experience
• Experience managing complex, multi-state tax engagements
• Strong background working with high-net-worth individuals and/or closely held businesses
• Knowledge of federal, state, and local tax regulations
• Strong tax research and technical writing skills
• Proven career progression with demonstrated stability and tenure
• Ability to work independently in a remote environment while collaborating effectively with a team

Work Environment & Benefits

• Fully remote position working Eastern Time hours
• Structured 40-hour work week year-round
• Competitive compensation based on experience
• Supportive leadership team focused on work-life balance
• Opportunity to work on challenging, sophisticated tax matters without the demands of traditional public accounting environments

Ideal Candidate Profile

This role is ideal for a CPA with a strong public accounting tax background who enjoys solving complex tax issues and advising clients but is ready to leave behind the long hours often associated with public accounting. The ideal candidate values both professional growth and personal balance and is looking for a long-term opportunity with a stable, respected firm.

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