Tax Specialist CPA

Tax Specialist, CPA (Remote) Compensation: $90,000 – $120,000+ DOE Location: Fully Remote (U.S.-Based) Candidates must work Eastern Time hours. Not considering candidates located in California, Washington, Oregon, Hawaii, Alaska, or New York. About The Opportunity This is an opportunity to join a well-established boutique CPA firm serving a loyal client base of high-net-worth individuals and closely held businesses. The Tax Specialist, CPA will work on complex tax engagements, provide strategic client guidance, and contribute to a collaborative team environment—all while maintaining a healthy work-life balance. Unlike many public accounting firms, this organization prioritizes sustainable workloads and long-term career growth, offering a structured 40-hour work week throughout the year, including busy season. Why This Role Stands Out Fully remote opportunity with a collaborative, experienced teamConsistent 40-hour work week, even during busy seasonExposure to sophisticated tax planning and compliance engagementsWork with high-net-worth individuals and closely held businessesStable firm with strong client relationships and long-term employeesOpportunity to mentor staff and help shape firm processes and best practices Core Responsibilities Manage complex tax planning and compliance engagements for high-net-worth individuals and privately held businessesPrepare and review federal, state, and multi-state tax filingsResearch technical tax issues and document findings through tax memorandums and recommendationsServe as a trusted advisor and primary point of contact for clientsIdentify tax-saving opportunities and assist with strategic planning initiativesSupport sales tax, property tax, and federal excise tax compliance activitiesAssist with process improvements, automation initiatives, and workflow efficienciesMentor team members and contribute to a collaborative, knowledge-sharing culture Qualifications Active CPA required5+ years of recent public accounting tax experienceExperience managing complex, multi-state tax engagementsStrong background working with high-net-worth individuals and/or closely held businessesKnowledge of federal, state, and local tax regulationsStrong tax research and technical writing skillsProven career progression with demonstrated stability and tenureAbility to work independently in a remote environment while collaborating effectively with a team Work Environment & Benefits Fully remote position working Eastern Time hoursStructured 40-hour work week year-roundCompetitive compensation based on experienceSupportive leadership team focused on work-life balanceOpportunity to work on challenging, sophisticated tax matters without the demands of traditional public accounting environments Ideal Candidate Profile This role is ideal for a CPA with a strong public accounting tax background who enjoys solving complex tax issues and advising clients but is ready to leave behind the long hours often associated with public accounting. The ideal candidate values both professional growth and personal balance and is looking for a long-term opportunity with a stable, respected firm.