Staff Tax Specialist - CPA Firm

BA Global Talent is seeking a Staff Tax Specialist for a hybrid, direct-hire opportunity with a growing boutique CPA firm based in Wake Forest, North Carolina.

The firm focuses exclusively on tax strategy, compliance, and advisory services for businesses and individuals. This role is ideal for an early-career tax professional looking to strengthen their technical expertise, gain exposure to increasingly complex tax matters, and develop proactive planning and problem-solving skills.

The firm offers flexibility, professional autonomy, collaboration, work-life balance, and long-term career growth, including the opportunity to progress from a tax preparer into a trusted tax advisor.

Responsibilities:

• Prepare business and individual tax returns.
• Set up year-end tax planning projections for clients and support the development of proactive strategies designed to minimize tax liabilities and optimize financial outcomes.
• Maintain consistent communication with clients, build strong relationships, and effectively address tax-related questions and information requests.
• Research tax situations and assist in developing thoughtful solutions that benefit clients.
• Think creatively to identify potential value-added services and tax-saving opportunities.
• Deliver clean, polished, and accurate work while thoroughly identifying available deductions, credits, and other potential tax benefits.
• Collaborate with more senior tax professionals on complex tax matters and planning opportunities.
• Continue developing technical tax knowledge and advisory skills through hands-on client work.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; active CPA or pursuing CPA required.
• 1–2 years of tax preparation experience, preferably in a public accounting firm.
• Experience with tax seasons at other public accounting firms is 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.

Nice-to-Have:

• Foundational experience preparing U.S. individual and/or business tax returns.
• Exposure to common business entity returns, such as partnerships, S corporations, or C corporations.
• Interest in developing deeper expertise in business taxation over time.
• Basic exposure to tax research or experience investigating tax questions under the guidance of more senior professionals.
• Interest in learning proactive tax planning and developing skills beyond traditional tax return preparation.
• Strong analytical skills and curiosity when approaching unfamiliar or non-routine tax situations.
• Ability to produce accurate, organized work and incorporate feedback from senior team members.
• Comfort communicating with clients to gather information, follow up on outstanding items, and address routine tax-related questions.
• Strong attention to detail and an interest in identifying available deductions, credits, and other tax-saving opportunities.
• Eagerness to learn from experienced tax professionals and progressively take ownership of more complex assignments.
• Long-term interest in developing from a tax preparer into a client-facing tax advisor.

Benefits:

• 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): 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. This performance-based incentive is separate from the standard compensation package. Historically, payouts have ranged from approximately $1,000 to more than $30,000, averaging around $12,000.
• Expense Reimbursement: Approved work-related expenses are reimbursed through an accountable reimbursement plan.

Work Arrangement: This position follows a hybrid work model.

Location: Wake Forest, North Carolina

Only resumes submitted in English will be considered.

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

BA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies. We specialize in remote recruitment, HR operations, and workforce solutions, with a strong focus on transparency, support, and long-term success. At BA, you're never just a placement, you're part of a team that values growth, autonomy, and impact.