Tax Specialist

Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry.

If you are looking for a remote role, we can connect you with a firm that will match your desired flexibility, benefits, culture, and overall work experience.

What's the role?

Tax Specialists are a key part of the tax team responsible for managing client relationships while ensuring final annual tax products for individuals are produced and delivered to clients within expected timelines. This includes :

• Preparing tax records and reports for individual tax clients and / or business clients.
• Assisting clients with IRS correspondence when appropriate.
• Preparing 1099's and other year-end work.
• Assisting with client bookkeeping including bank reconciliations, deposits, ledger entries, office filing, accounts receivable, and accounts payable.
• Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.

What experience and skills do I need to be successful?

• Bachelor's Degree in Accounting highly desired or equivalent work experience.
• EA or CPA certification is highly desired or an ability to attain.
• Bookkeeping, accounting, and / or tax experience within a public accounting firm is highly desired.

Great Perks and Benefits :

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition :

• Onsite, hybrid, or remote work arrangements. Remote work allowed.
• Relocation packages include the ability to work remotely during the transition to the area.
• Competitive medical, dental, and vision insurance plans.
• FSA / HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

We partner with firms that are serious about providing flexible schedules that support work-life balance. Being in the public accounting industry, schedules reflect the busy season of the tax industry January through May, and the rest of the year they embrace a quieter offseason.

Generally, you can flex the typical Monday-Friday 8a-5p schedule around any personal passions or family time as long as business needs are being met.

So how can I be considered for these opportunities?

The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm.

What else are you hiring for?

See all our openings at or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.