BA Global Talent is seeking a Staff 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 build focused tax expertise without transitioning into bookkeeping or assurance work during the off-season.

This role is ideal for an early-career tax professional who wants to strengthen their experience across individual and business taxation while developing beyond traditional tax preparation. You’ll gain exposure to increasingly complex tax matters, research, and proactive tax planning while learning from experienced tax professionals and developing toward becoming a trusted tax advisor.

Responsibilities:

• Prepare business and individual tax returns.

• Support year-end tax projections and proactive tax planning for clients.

• Communicate with clients to gather information, address questions, and follow up on outstanding items.

• Research tax matters and assist senior team members in developing effective solutions.

• Identify potential deductions, credits, and tax-saving opportunities.

• Collaborate with senior tax professionals on complex tax matters and planning opportunities.

• Deliver accurate, organized, and polished work while continuing to develop technical tax and advisory skills.

Qualifications:

• Active CPA license or actively pursuing CPA licensure.

• Minimum of 1 year of tax preparation experience within a public accounting or CPA firm.

• Experience working through tax seasons.

• Bachelor’s degree in Accounting, Finance, or a related field.

• Excellent written and verbal communication skills.

• Strong attention to detail, analytical skills, and willingness to learn.

• Familiarity with Microsoft Office Suite, Google Workspace, and general computer applications.

Nice-to-Have:

• Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, QuickBooks, or Xero.

• Experience preparing U.S. individual and/or business tax returns, including partnerships, S corporations, or C corporations.

• Exposure to tax research, year-end projections, or proactive tax planning.

• Experience communicating directly with clients regarding tax matters.

• Interest in developing deeper expertise in business taxation and progressively taking 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.

Location: Wake Forest, North Carolina, within commuting distance of major nearby cities, including Raleigh, Durham, Cary, and Chapel Hill.

Work Arrangement: This position follows a flexible 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.