CPA Tax Specialist

Location: Remote

Compensation: Salary

Reviewed: Sat, Jun 13, 2026

This job expires in: 8 days

Job Category: Accounting

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Masters

Job Summary

To support a growing practice, the full-time remote CPA Tax Specialist will collaborate with clients and advisors to navigate tax planning considerations, focusing on high net worth clients and proactive financial management.

Key responsibilities

Help clients understand their tax situations and identify planning opportunities for efficiency
Empower clients to make informed decisions regarding their tax planning
Collaborate with internal Planning Specialists on tax, wealth transfer, and unique transaction strategies

Required qualifications

Active CPA license required
4+ years of experience with high net worth clients
Experience with tax planning technologies
Proficiency in MS Excel, Word, and BNA Income Tax Planner
Advanced research skills for complex client issues

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