Tax Specialist CPA

About the role

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.

Core Responsibilities

• Manage complex tax planning and compliance engagements for high-net-worth individuals and privately held businesses
• Prepare and review federal, state, and multi-state tax filings
• Research technical tax issues and document findings through tax memorandums and recommendations
• Serve as a trusted advisor and primary point of contact for clients
• Identify tax-saving opportunities and assist with strategic planning initiatives
• Support sales tax, property tax, and federal excise tax compliance activities
• Afford workflow efficiencies
• Mentor team members and contribute to a collaborative, knowledge-sharing culture

Qualifications

• Active CPA required
• 5+ years of recent public accounting tax experience
• Experience managing complex, multi-state tax engagements
• Strong background working with high-net-worth individuals and/or closely held businesses
• Knowledge of federal, state, and local tax regulations
• Strong tax research and technical writing skills
• Proven career progression with demonstrated stability and tenure
• Ability to work independently in a remote environment while collaborating effectively with a team

Work Environment & Benefits

• Full-time remote position working Eastern Time hours
• Structured 40-hour work week year-round
• Competitive compensation based on experience
• Supportive leadership team focused on work-life balance
• Opportunity to work on challenging, sophisticated tax matters without the demands of traditional public accounting environments