Supervising Senior Tax Specialist - CPA Firm

Responsibilities

• Prepare and review business and individual tax returns.
• Set up and conduct year-end tax planning projections for clients, providing proactive strategies to minimize tax liabilities and optimize financial outcomes.
• Maintain consistent communication with clients, build strong relationships, and effectively address tax-related questions and needs.
• Research complex tax situations and develop thoughtful, innovative solutions that benefit clients.
• Think creatively to identify opportunities for additional value-added services and tax strategies.
• Deliver clean, polished, and accurate work while thoroughly identifying available deductions, credits, and tax-saving opportunities.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; active CPA or pursuing CPA required.
• Minimum of 4–6 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

• Advanced experience with business and individual U.S. taxation, particularly complex business tax matters.
• Experience reviewing tax returns prepared by other professionals and providing clear, constructive review notes.
• Experience taking ownership of complex tax engagements from preparation and review through final client delivery.
• Strong knowledge of year-end projections, proactive tax planning, and tax strategy development.
• Ability to independently research complex tax issues, evaluate alternatives, and recommend well-supported solutions.
• Experience serving as a primary point of contact for clients and confidently discussing complex tax matters and planning opportunities.
• Experience mentoring, coaching, or providing technical guidance to junior and senior tax staff.
• Ability to identify value-added planning opportunities beyond tax compliance and contribute to a trusted-advisor relationship with clients.
• Ability to identify and escalate complex tax matters as needed.
• Ability to identify and pursue additional tax savings opportunities.

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

Location

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

About the Role

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.