Senior Tax Specialist

BA Global Talent

. Prepare and review complex business and individual tax returns .

Posted 10/22/2026full-timeWake Forest • North Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and reviewing complex business and individual tax returns, conducting year-end tax projections, and developing proactive tax planning strategies. Strong analytical and problem-solving skills are essential for researching tax matters and providing valuable client solutions.

Highest-signal resume keywords

Active CPA LicenseTax Preparation ExperienceTax Research SkillsClient Engagement ManagementMentoring and Coaching

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax Planning StrategiesTax ComplianceAnalytical SkillsProblem-Solving Skills

Soft Skills

Excellent Communication SkillsAttention to DetailTime Management

Tools & Technologies

CCH Axcess TaxQuickBooksXeroPDFlyerPodioShareFile

Certifications & Qualifications

CPA LicenseBachelor’s Degree in Accounting

Industry Keywords

Public AccountingTax StrategyAdvisory ServicesHigh-Net-Worth IndividualsSmall and Medium-Sized Businesses

About the role

Key responsibilities & impact

Prepare and review complex business and individual tax returns
Conduct year-end tax projections and develop proactive tax planning strategies
Serve as a trusted point of contact for clients, address tax questions, and identify planning opportunities
Research complex tax matters, evaluate alternatives, and recommend well-supported solutions
Identify deductions, credits, tax-saving strategies, and other opportunities to add value for clients
Review work prepared by other tax professionals and provide clear, constructive guidance
Support and mentor staff while keeping engagements, deliverables, and deadlines on track
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

Requirements

What you’ll need

Active CPA license or actively pursuing CPA licensure
4–6 years of tax preparation experience within a public accounting or CPA firm, including experience working through tax seasons
Bachelor’s degree in Accounting, Finance, or a related field
Experience preparing and reviewing business and individual U.S. tax returns
Strong tax research, analytical, and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple client engagements and deadlines with accuracy and attention to detail
Only resumes submitted in English will be considered
Nice-to-have: Experience with CCH Axcess Tax, PDFlyer, Podio, ShareFile, QuickBooks, or Xero
Nice-to-have: Experience with complex business tax matters and proactive tax planning
Nice-to-have: Experience owning tax engagements from preparation and review through final client delivery
Nice-to-have: Experience serving as a primary client contact and discussing complex tax matters and planning opportunities
Nice-to-have: Experience mentoring, coaching, or providing technical guidance to tax staff
Nice-to-have: Interest in taking on increasing supervisory and team leadership responsibilities

Benefits

Comp & perks

Annual bonus: Target bonus is 10% of base salary; historically 15%–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; historically approximately $1,000 to more than $30,000, averaging around $12,000
Approved work-related expenses reimbursed through an accountable reimbursement plan
Flexible hybrid work model