Senior Tax Specialist

BA Global Talent

Senior Tax Specialist supporting a North Carolina CPA firm’s business and individual tax clients. Preparing returns, conducting tax planning, and developing customized solutions.

Posted 8/7/2026full-timeWake Forest • North Carolina • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and reviewing business and individual tax returns, with a strong focus on proactive tax planning and client communication. Proficient in identifying tax-saving opportunities and delivering accurate, high-quality work in complex tax situations.

Highest-signal resume keywords

Bachelor's Degree In AccountingActive CPA Or Pursuing CPA Candidate2–4 Years Of Tax Preparation ExperienceStrong Tax Research SkillsExperience With U.S. Tax Returns

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax PlanningTax ResearchIdentifying DeductionsIdentifying CreditsComplex Tax SituationsYear-End Tax ProjectionsClient CommunicationFinancial OptimizationValue-Added Tax Strategies

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationRelationship BuildingIndependent WorkProblem Solving

Tools & Technologies

Microsoft Office SuiteGoogle WorkspaceCCH Axcess TaxPDFlyerPodioShareFileQuickBooksXero

Certifications & Qualifications

CPA

Industry Keywords

Public AccountingTax ReturnsTax LiabilitiesFinancial OutcomesTax CreditsTax DeductionsTax StrategiesClient Solutions

About the role

Key responsibilities & impact

Prepare and review business and individual tax returns
Set up and/or conduct year-end tax planning with clients
Provide proactive strategies to minimize tax liabilities and optimize financial outcomes
Maintain consistent client communication and build strong relationships
Address tax-related questions and needs
Research complex tax situations and develop thoughtful, innovative client solutions
Identify opportunities for additional value-added services and tax strategies
Deliver clean, polished, accurate work while identifying deductions, credits, and tax-saving opportunities

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
Active CPA or pursuing CPA candidate required
2–4 years of tax preparation experience, preferably in a public accounting firm
Experience with tax seasons at other public accounting firms 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
Hands-on experience with business and individual U.S. tax returns, preferably stronger business-tax exposure
Experience with complex or non-routine tax situations
Exposure to year-end tax projections and proactive tax planning
Strong tax research skills
Ability to identify deductions, credits, and tax-saving opportunities accurately
Experience communicating directly with clients about tax matters
Ability to work independently and escalate complex technical matters when appropriate

Benefits

Comp & perks

Annual bonus: target bonus is 10% of base salary; historically 15%–30% depending on performance and firm results
Maximum monthly Health Reimbursement Arrangement (HRA) contribution
Client referral commission of 20% of first-year billings for new clients brought in and managed
Approved work-related expense reimbursement through an accountable reimbursement plan
Hybrid work model