Tax Specialist (CPA) – Remote, US

About the role

We are seeking a CPA‑qualified Tax Specialist to join our boutique firm remotely. You will work with high‑net‑worth individuals and closely held entities, delivering sophisticated tax planning and compliance while enjoying a true 40‑hour work week.

Key responsibilities

• Manage and deliver complex tax planning and compliance for high‑net‑worth individuals and closely held entities.
• Handle multi‑state tax compliance, including sales tax, property tax, and federal excise tax.
• Serve as the primary point of contact for clients, providing clear and timely guidance.
• Conduct tax research and draft memorandums to support strategic recommendations.
• Identify opportunities to improve processes, automation, and efficiencies across the firm.

Required profile

• Active CPA license.
• 5+ years of recent public‑accounting tax experience.
• Proven track record handling complex, multi‑state tax engagements.
• Experience with high‑net‑worth individuals or corporate tax clients.

Required skills

• Tax planning
• Tax compliance
• Multi‑state tax compliance
• Sales tax
• Property tax
• Federal excise tax
• Tax research

What we offer

• Structured 40‑hour work week, even during busy season.
• Fully remote role with a collaborative, high‑performing team.
• Leadership focused on well‑being and sustainable careers.
• Opportunities to mentor colleagues and shape firm‑wide best practices.
• Competitive salary range with potential for growth.