Staff Tax Specialist

BA Global Talent

. Prepare business and individual tax returns .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax preparation and planning, with a focus on individual and business taxation. Possesses strong analytical skills and attention to detail, complemented by effective communication abilities to engage with clients and deliver polished work.

Highest-signal resume keywords

Active CPA LicenseTax Preparation ExperienceBachelor's Degree in AccountingMicrosoft Office Suite ProficiencyClient Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax PlanningTax ResearchAnalytical SkillsAttention to Detail

Soft Skills

Written CommunicationVerbal CommunicationWillingness to Learn

Tools & Technologies

CCH Axcess TaxPDFlyerPodioShareFileQuickBooksXero

Certifications & Qualifications

CPA License

Industry Keywords

Individual TaxationBusiness TaxationTax CreditsTax DeductionsPublic Accounting

About the role

Key responsibilities & impact

Prepare business and individual tax returns
Support year-end tax projections and proactive tax planning for clients
Communicate with clients to gather information, address questions, and follow up on outstanding items
Research tax matters and assist senior team members in developing effective solutions
Identify potential deductions, credits, and tax-saving opportunities
Collaborate with senior tax professionals on complex tax matters and planning opportunities
Deliver accurate, organized, and polished work while developing technical tax and advisory skills
Build focused tax expertise across individual and business taxation
Develop toward becoming a trusted tax advisor

Requirements

What you’ll need

Active CPA license or actively pursuing CPA licensure
Minimum of 1 year of tax preparation experience within a public accounting or CPA firm
Experience working through tax seasons
Bachelor’s degree in Accounting, Finance, or a related field
Excellent written and verbal communication skills
Strong attention to detail and analytical skills
Willingness to learn
Familiarity with Microsoft Office Suite, Google Workspace, and general computer applications
Only resumes submitted in English will be considered
Nice-to-have: Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, QuickBooks, or Xero
Nice-to-have: Experience preparing U.S. individual and/or business tax returns, including partnerships, S corporations, or C corporations
Nice-to-have: Exposure to tax research, year-end projections, or proactive tax planning
Nice-to-have: Experience communicating directly with clients regarding tax matters
Nice-to-have: Interest in developing deeper expertise in business taxation and progressively taking ownership of more complex assignments
Nice-to-have: Long-term interest in developing from a tax preparer into a client-facing tax advisor

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 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