Senior Tax Specialist – CPA Firm

BA Global Talent

. Prepare and review 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 business and individual tax returns, with a strong focus on proactive tax planning and client communication. Possesses a CPA license and the ability to identify tax-saving opportunities while delivering accurate and polished work.

Highest-signal resume keywords

Active CPA LicenseTax Preparation ExperienceStrong Tax Research SkillsClient CommunicationProactive Tax Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax PlanningTax ResearchDeductions IdentificationCredits IdentificationComplex Tax SituationsBusiness TaxationIndividual TaxationYear-End Tax ProjectionsValue-Added Tax Strategies

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationCuriosityWillingness to LearnRelationship Building

Tools & Technologies

Microsoft Office SuiteGoogle WorkspaceCCH Axcess TaxPDFlyerPodioShareFileQuickBooksXero

Certifications & Qualifications

CPA License

Industry Keywords

Public AccountingTax ComplianceTax AdvisoryTax LiabilitiesFinancial Outcomes

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 clients’ tax-related questions and needs
Research complex tax situations and develop thoughtful, innovative solutions
Identify opportunities for additional value-added services and tax strategies
Deliver clean, polished, and accurate work
Identify available deductions, credits, and tax-saving opportunities
Develop deep tax expertise and grow from tax preparer into a trusted tax advisor

Requirements

What you’ll need

Active CPA license required
2–4 years of tax preparation experience in public accounting/CPA firm required
Experience with tax seasons at other public accounting firms highly desirable
Excellent written and verbal communication skills
Familiarity with Microsoft Office Suite required
Familiarity with Google Workspace (G Suite) required
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 both business and individual U.S. tax returns, with stronger exposure to business taxation is nice to have
Experience with complex or non-routine tax situations is nice to have
Exposure to year-end tax projections and proactive tax planning is nice to have
Strong tax research skills and ability to identify solutions to unfamiliar tax issues
Interest in developing from tax preparer into a consultative, client-facing tax advisor
Ability to identify deductions, credits, and tax-saving opportunities accurately
Experience communicating directly with clients about tax matters
Curiosity and willingness to learn advanced tax planning techniques and new tax technology
Ability to work independently and escalate complex technical matters when necessary
Only resumes submitted in English will be considered

Benefits

Comp & perks

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) with maximum monthly contribution available to all employees
Client referral commission of 20% of first-year billings for employees who bring in and manage new clients
Historically, client referral commission payouts ranged from 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 schedule