Supervising Senior Tax Specialist (Wake Forest, NC)
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BA Global Talent is seeking a Supervising Senior Tax Specialist in North Carolina to join a small CPA firm specializing in tax strategy, compliance, and advisory services for small and medium-sized businesses and high-net-worth individuals nationwide. This is a direct-hire opportunity with the firm, following a flexible hybrid work schedule.
The firm’s tax team focuses exclusively on tax services, allowing you to deepen your tax expertise without shifting to bookkeeping or assurance work during the off-season. Beyond compliance, you’ll continue developing as a trusted tax advisor, helping clients anticipate tax issues, evaluate planning opportunities, and make informed financial decisions.
Responsibilities:
Prepare and review complex business and individual tax returns.
Conduct year-end tax projections and develop proactive tax planning strategies.
Serve as a trusted point of contact for clients, addressing tax questions and identifying planning opportunities.
Research complex tax matters, evaluate alternatives, and recommend well-supported solutions.
Identify deductions, credits, tax-saving strategies, and other opportunities to add value for clients.
Review work prepared by other tax professionals and provide clear, constructive guidance.
Support and mentor staff while helping keep engagements, deliverables, and deadlines on track.
Qualifications:
Active CPA license or actively pursuing CPA licensure.
4–6 years of tax preparation experience within a public accounting or CPA firm, including experience working through tax seasons.
Bachelor’s degree in Accounting, Finance, or a related field.
Experience preparing and reviewing business and individual U.S. tax returns.
Strong tax research, analytical, and problem-solving skills.
Excellent written and verbal communication skills.
Ability to manage multiple client engagements and deadlines with accuracy and attention to detail.
Nice-to-Have:
Experience with CCH Axcess Tax, PDFlyer, Podio, ShareFile, QuickBooks, or Xero.
Experience with complex business tax matters and proactive tax planning.
Experience owning tax engagements from preparation and review through final client delivery.
Experience serving as a primary client contact and discussing complex tax matters and planning opportunities.
Experience mentoring, coaching, or providing technical guidance to tax staff.
Interest in taking on increasing supervisory and team leadership responsibilities.
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.
Location: Wake Forest, North Carolina.
Work Arrangement: This position follows a hybrid work model.
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.
- Team
- Finance & Accounting Roles
- Location
- North Carolina
- Remote status
- Hybrid
- Employment type
- Full-time
Colleagues
About BA Global Talent
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.