Senior Tax Specialist

BA Global Talent

. Prepare and review business and individual tax returns .

Posted 10/26/2026full-timeWake Forest • North Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation and planning for both business and individual clients, with a strong focus on minimizing tax liabilities and optimizing financial outcomes. Proficient in tax research and client communication, ensuring accurate and innovative solutions for complex tax situations.

Highest-signal resume keywords

Active CPA LicenseTax Preparation ExperienceStrong Tax Research SkillsClient CommunicationYear-End Tax Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationBusiness TaxationIndividual Tax ReturnsTax ResearchDeductions IdentificationCredits IdentificationTax-Saving StrategiesComplex Tax SituationsYear-End Tax ProjectionsProactive Tax Planning

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationRelationship BuildingIndependent Work

Tools & Technologies

Microsoft Office SuiteGoogle WorkspaceCCH Axcess TaxPDFlyerPodioShareFileQuickBooksXero

Certifications & Qualifications

CPA License

Industry Keywords

Public AccountingTax ReturnsTax LiabilitiesFinancial OutcomesValue-Added Services

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 innovative client solutions
Identify opportunities for value-added services and tax strategies
Deliver clean, polished, and accurate work
Identify available deductions, credits, and tax-saving opportunities

Requirements

What you’ll need

2–4 years of tax preparation experience in public accounting/CPA firm required
Active CPA license or actively pursuing CPA licensure
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 both business and individual U.S. tax returns, with stronger exposure to business taxation
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
Only resumes submitted in English will be considered

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: 20% of first-year client billings for employees who bring in and manage new clients
Approved work-related expense reimbursement through an accountable reimbursement plan
Hybrid work model