123 Tax Specialist jobs in the United States

Job Description

Tax & Accounting Senior/Specialist

Location: Remote (travel to Athens, GA preferred for initial onboarding)

Reports to: Operations Manager

Department: Operations

A cover letter and resume are required when applying.

About Us

Padgett is one of North America’s largest accounting, tax, and business consulting franchises, with more than 160 firms serving small businesses across the U.S. We are committed to empowering our firm owners to grow, thrive, and deliver exceptional value to their clients.

Position Summary

The Operations Specialist/Tax & Accounting supports the operational success of over 160 independently owned Padgett firms across the United States. This role will provide day-to-day support to firms in areas of Federal income taxation and small business accounting.

The successful candidate will spend approximately 50% of their time on Federal taxation support and 50% on accounting and software support. They will also be responsible for creating and documenting SOPs for our internal knowledge base.

This role requires a mix of technical knowledge in tax and accounting, proficiency in cloud technology, strong communication skills, and a proactive, collaborative mindset. The Operations Specialist will partner with franchise owners, vendors, and internal corporate staff to ensure that our network’s processes are efficient, scalable, and aligned with Padgett’s standards of excellence.

Key Responsibilities

Tax Support (50%)

· Serve as a subject-matter expert for Federal income tax matters and related compliance requirements.

· Provide day-to-day support for franchisee tax questions via help desk software, phone, email, and remote access tools.

· Support tax software (currently UltraTax), troubleshoot issues, and coordinate with vendors for updates or escalations.

· Prepare and review tax returns for franchise owners.

· Develop and present tax-related training (webinars, in-person workshops, and recorded sessions).

· Write or review tax-related articles, FAQs, and updates for internal communications and knowledge base resources.

· Monitor and summarize tax law changes that impact the network and communicate timely guidance.

· Assist with annual tax-related updates, including engagement letters, year-end packages, and client-facing resources.

Accounting & Software Support (50%)

· Act as a resource for franchisee accounting, bookkeeping, payroll, and financial reporting questions.

· Provide best-practice guidance on client accounting services workflows and process optimization.

· Support and troubleshoot accounting software (e.g., Xero, QuickBooks Online) and payroll platforms, collaborating with vendors to ensure smooth operation.

· Train franchisees and staff on accounting software setup, features, and best practices, both in live and virtual formats.

Occasional SOP Development

· Write and update standard operating procedures for tax and accounting workflows as needed.

· Collaborate with internal teams to roll out new procedures and communicate changes effectively.

Qualifications

· Education & Experience:

o Bachelor’s degree in Accounting, Business Administration, or related field required.

o CPA or EA required.

o 3+ years of experience in tax preparation and accounting (public accounting preferred).

· Skills:

o Ability to triage, prioritize and solve problems during a fast-paced seasonal period.

o Experience preparing and reviewing Federal income tax returns (individual and entities.)

o Proficiency in taxation research.

o Experience in small business accounting and payroll, including

Job Description

Title: Tax Specialist

Job Summary:

We are looking for a knowledgeable and detail-oriented Tax Specialist to join our team within the company. This role is responsible for preparing, reviewing, and filing various tax returns and ensuring compliance with all federal, state (including Franchise Tax Board), property and sales tax and local tax regulations. The ideal candidate will have hands on experience working with the IRS, FTB, CDFDA, controller, and other tax authorities, as well as a strong understanding of insurance-related tax requirements.  This position will report to the CFO.

Key Responsibilities:

• Prepare and file federal, state, and local tax returns, including income, premium, sales/use, and payroll taxes relevant to the insurance industry.
• Ensure compliance with IRS, Franchise Tax Board (FTB), sales tax, and other taxing authority requirements.
• Analyze financial data and transactions to determine appropriate tax treatment.
• Respond to tax notices, inquiries, or audit requests from government agencies.
• Maintain up-to-date knowledge of changes in tax laws and regulations affecting the insurance industry.

·    Preparing tax financials for filing tax returns.

• Assist with quarterly and annual tax provisions and tax reporting requirements.
• Coordinate with external auditors and tax consultants as needed.
• Maintain accurate documentation of all tax filings, correspondence, and supporting schedules and tax forms.
• Provide tax guidance and support to internal departments regarding new products, policies, or business operations.
• Other duties assigned.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (CPA or EA designation is a plus).
• 2–5 years of tax experience, preferably within the insurance or financial services industry.
• Strong understanding of tax compliance procedures with the IRS and FTB, property tax, sales tax, and CDFDA.
• Proficiency in tax preparation software and Microsoft Excel.
• Solid knowledge of GAAP and tax accounting principles.
• Excellent attention to detail, organization, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Bail Hotline is committed to the highest standards of integrity, reliability, and service to our community. We strive to provide excellence in customer service, providing informative staff, flexible financial arrangements, and a friendly environment. Bail Hotline Bail Bonds is a bail company that operates under the same values and obligations one would expect from a loved one.

Bail Hotline is committed to the highest standards of integrity, reliability, and service to our community. We strive to provide excellence in customer service, providing informative staff, flexible financial arrangements, and a friendly environment. Bail Hotline Bail Bonds is a bail company that operates under the same values and obligations one would expect from a loved one.

Job Description

Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm for businesses located in Atlanta, Georgia, and all around the United States. We are a very technologically forward-thinking and growth-minded firm, and this extends to both our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we’re growing and are looking to bring a Senior Tax & Accounting Specialist  into our fold!

This Tax Senior will work closely with firm leaders as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements. The senior will be expected to be proactive with tax planning suggestions for clients and cultivating our client relationships. All of our clients are entrepreneurs, and they lean on us to be there for them for tax and accounting advice as they grow.

Key Responsibilities & Role Requirements

To succeed in this role, you must be someone who really enjoys doing all of the essential tax & accounting tasks our clients trust us with such as:

• File federal and state returns, extensions, and quarterly payments

• Recommend tax strategies by researching federal, state, and local taxation issues

• Maintain legislative materials by reviewing, interpreting, and implementing new or revised laws

• Maintain compliance with regulations by forwarding required information to federal, state, and local authorities

• Identify the profitability of potential mergers, and acquisitions by analyzing tax information, calculating key ratios, identifying areas of tax savings.

• Manage the monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries,

Job Description

Position Summary

BW&T Business Advisor is seeking a bilingual (Spanish-English) Tax Specialist to join our growing team. This role is ideal for an EA or CPA with experience in preparing individual and corporate tax returns, including international exposure. The ideal candidate is proficient in Intuit tax software, knowledgeable in U.S. tax laws and regulations, and eager to expand into tax resolution services. This is a growth-oriented opportunity for professionals who want to build a long-term career with a forward-thinking firm.

Objectives

• Prepare and review individual and corporate tax returns

• Handle international tax filings and cross-border compliance

• Apply current tax laws and regulations to optimize client outcomes

• Utilize Intuit tax software (ProConnect, Lacerte, etc.)

• Collaborate with team members to ensure smooth operations and client satisfaction

• Learn and contribute to tax resolution services, including IRS representation

• Maintain clear and professional communication with clients and internal teams

Core Competencies

• Strong analytical and problem-solving skills

• Excellent written and verbal communication

• High attention to detail and accuracy

• Ability to manage multiple deadlines

• Professionalism, discretion, and a client-first mindset

• Willingness to learn and grow within a collaborative environment

• Bilingual fluency in Spanish and English (required)

Education & Experience

• Active EA or CPA license required

• Minimum 2 years of tax preparation experience, including international exposure

• Proficiency in Intuit tax platforms (QBO and Lacerte or proseries)

• Solid understanding of U.S. tax codes, compliance, and planning strategies

Physical Requirements

• Ability to work on a computer for extended periods

• Must be able to attend occasional in-person meetings in Miramar, FL

• Comfortable working in a hybrid environment (remote and on-site as needed)

Commitment to Diversity

At BW&T Business Advisor, we believe diversity is a strength. We are committed to creating an inclusive workplace that values individuals of all backgrounds, identities, and experiences. We welcome applicants of all races, ethnicities, genders, ages, religions, abilities, and orientations. Our team thrives on mutual respect, collaboration, and the belief that everyone deserves a seat at the table.

Company Summary
BW&T Business Advisor is a full-service Client, Tax Advisory, and Consulting firm dedicated to empowering individuals and businesses through strategic financial guidance. From our roots as a boutique consultancy, we’ve grown into a trusted partner for clients across industries and borders. Our services span tax preparation, international compliance, business consulting, and resolution strategies—delivered with precision, integrity, and care. At BW&T, we don’t just prepare taxes—we build futures through personalized support, forward-thinking solutions, and a culture of excellence.

Company Summary
BW&T Business Advisor is a full-service Client, Tax Advisory, and Consulting firm dedicated to empowering individuals and businesses through strategic financial guidance. From our roots as a boutique consultancy, we’ve grown into a trusted partner for clients across industries and borders. Our services span tax preparation, international compliance, business consulting, and resolution strategies—delivered with precision, integrity, and care. At BW&T, we don’t just prepare taxes—we build futures through personalized support, forward-thinking solutions, and a culture of excellence.

Job Description

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, and partnerships.

• Conduct tax research and stay informed on changing tax laws and regulations.

• Communicate directly with clients to gather financial data, answer tax-related questions, and provide guidance.

• Identify tax-saving opportunities and strategies for clients.

• Assist with IRS and state notices, inquiries, and audits.

• Maintain accurate and organized client files and documentation.

• Collaborate with team members to ensure deadlines are met during tax season.

• Provide exceptional client service with professionalism and confidentiality.

Qualifications

• 2+ years of experience in tax preparation.

• CPA, EA, or progress toward certification (preferred).

• Bachelor’s degree in Accounting, Finance, or related field (preffered).

• Strong knowledge of federal and state tax laws for individuals and businesses.

• Proficiency in tax software (UltraTax, Drake, ProSeries, or similar) and Microsoft Excel.

• Excellent attention to detail, time management, and organizational skills.

• Strong communication skills and ability to explain tax matters clearly to clients.

What We Offer

• Competitive compensation and benefits package.

• Professional growth and continuing education opportunities.

• A supportive, team-oriented work environment.

• Exposure to a wide range of client industries and tax scenarios.

At Haven Group CPA & Advisors, we’re more than just numbers on a page. We partner with real people to help them make smart financial decisions that shape their futures. Our team is growing, and we’re looking for talented, passionate individuals who want to make an impact.

We offer competitive health benefits, a supportive work environment, and plenty of opportunities to learn and grow your career. If you’re ready to be part of a team that values both professional excellence and people, we’d love to hear from you!

At Haven Group CPA & Advisors, we’re more than just numbers on a page. We partner with real people to help them make smart financial decisions that shape their futures. Our team is growing, and we’re looking for talented, passionate individuals who want to make an impact.

We offer competitive health benefits, a supportive work environment, and plenty of opportunities to learn and grow your career. If you’re ready to be part of a team that values both professional excellence and people, we’d love to hear from you!

Job Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

As an essential member of the tax team, responsibilities of a Tax Specialist primarily include supporting the firm’s Tax Advisors, who oversee the integrated tax management of a defined segment of our client base. Successful support of tax client relationships involves developing a cohesive awareness of each client’s unique investment, estate, financial, tax, insurance and philanthropic needs. This is a non-client facing role and is responsible for supporting Tax Advisors in managing their client relationships. The Tax Specialist position also offers a pathway for candidates interested in progressing toward a Tax Advisor position in the future.

We are targeting a base salary range of $50,000 to $65,000 for this position, along with bonus incentives and a competitive benefits package provided to our employees.

• As an individual contributor, and under the direct guidance of a CPA, has responsibility for the preparation of individual, business and trust tax returns and individual tax projections.
• Provides support to the tax advisors to ensure that all tax related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects.
• Engages in a full curriculum of rotational learning, application of scholastic experience, and application of newly acquired skills.
• Effectively responds, both verbally and in written form, to tax inquiries within the firm.
• Intellectually grasps through discussion, conversation, reading, implementation and monitoring the benefits to the client of an integrated tax management platform as a component of their financial plan.

• Bachelor’s degree in Accounting
• Proven proficiency in MS Office products
• Proficiency with tax and financial software solutions such as UltraTax, SurePrep, and Tamarac
• Skilled in effective and professional communication, both written and verbal

• Certified Public Accountant (CPA) designation is a plus, or a willingness to work towards CPA licensure with support from the firm
• Experience in the financial services industry is beneficial

• Task and deadline oriented
• Attention to detail
• Ability to problem-solve and find solutions
• Works well within a team, ability to delegate tasks to accomplish initiatives in a team setting
• Self-starter and able to perform job duties with little supervision
• Flexibility to adapt to changing priorities and business needs

Job Description

Title: Part-Time Payroll Tax Specialist

Reports To: Payroll Specialist

Schedule: (Hourly/Non-Exempt) Part-time with a 24-hour weekly schedule working 4 days a week.

Location: Lawrence, MA (Boston Area), with some remote flexibility (3 days in Lawrence HQ)

Are You Ready to Make an Immediate Impact?

At Little Sprouts, we are proud to be part of a dynamic and fast-growing industry. As our organization continues to scale, we are seeking a knowledgeable and detail-oriented Payroll Tax Specialist to join our payroll team. This role serves as the in-house expert on payroll tax compliance, responsible for implementing, and managing tax processes across federal, state, and local jurisdictions.

In addition to overseeing tax compliance, the Payroll Tax Specialist collaborates closely with the payroll team to support accurate and timely payroll processing. An integral part of the team, you serve as a backup to the Payroll Specialist, ensuring continuity of operations and providing critical support during peak periods. Your strong understanding of payroll systems, tax laws, and reporting requirements will drive our success as we continue to grow. Key responsibilities include overseeing payroll tax compliance, contributing to the development and standardization of payroll processes, and providing day-to-day support to the payroll team.

• Collaborate with payroll team to ensure accurate and timely payroll processing, including but not limited to the correct calculation and application of payroll taxes.
• Monitor changes in federal, state, and local tax laws and regulations, ensuring payroll systems and pay codes remain compliant.
• Reconcile payroll tax liabilities and proactively resolve discrepancies or issues related to payroll tax filings.
• Respond to tax agency notices and inquiries, investigating and resolving any discrepancies in a timely manner.
• Assist with quarter-end and year-end payroll activities, including the preparation and distribution of W-2 forms.
• Support internal and external audits by providing necessary documentation and ensuring compliance with payroll-related policies and procedures.
• Maintain compliance with employee withholding forms (W-4) and provide education to employees on updates and changes.
• Identify opportunities for process improvement and contribute to the implementation of best practices in payroll tax administration.
• Provide support with daily payroll operations, including tasks related to pay cycles such as reviewing and correcting timecards, populating timecard data, and assisting with general payroll-related activities.
• Serve as a backup for payroll processing to ensure continuity of operations.
• Other job-related duties or tasks as assigned. Babilou Family is a team-orientated company where our employees are expected to perform any duty required to advance the mission of the association, regardless of whether the duty is listed in any specific job description.

The preceding responsibilities will be prioritized based on the current needs of the business.

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline is preferred.
• Minimum of 3 years experience in multi-state payroll tax administration or payroll processing.
• Comprehensive understanding of federal, state, and local payroll tax regulations.
• Hands-on experience with payroll systems; familiarity with Paylocity preferred but not required.
• Proficient in Microsoft Excel and other data reporting tools.
• Demonstrated analytical and problem-solving capabilities.
• Exceptional attention to detail and strong organizational skills.
• Proven ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.
• Certified Payroll Professional (CPP) designation preferred but not required.

• This position is part-time with a 24-hour weekly schedule working 4 days a week.
• Can sit for long periods of time at a computer in a primarily sedentary position; manual dexterity required to use desktop computer and peripherals.
• Limited travel may be required (less than 10% of time).
• #LI-HYBRID

The compensation range represents Little Sprouts' intention for this position. Actual offers may vary based on experience, education, and other business factors.  

We’re Growing!

Little Sprouts LLC is a subsidiary of Babilou Family, a global network of 1,200 early education and child care centers. Little Sprouts LLC provides award-winning early education and child care across 41 New England schools. Through the experience and talents of over 1,000 early education professionals and in partnership with nearly 4,500 families, we are on a meaningful journey to create optimal learning spaces where children ages 0-5 can learn, grow, and thrive.

Physical Demands:

Prolonged periods of sitting at a desk and working on a computer. The employee may occasionally need to lift or move items weighing up to 20 pounds, such as office supplies, files, or small equipment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description

Tax Specialist

Location : Greenwich, CT

Job Type: Hybrid, 4 days

Salary : $175,000-250,000/year + Bonus

Client/Job Summary:

Our client is a prestigious hedge fund looking for a Tax Specialist to sit within their family office. This role offers exposure to a sophisticated family office environment with opportunity to work with hedge funds, private equity, venture capital, high-net-worth individuals and more.

The tax team is looking for a highly motivated tax accountant who will play a crucial role in supporting their team with all aspects of high net worth individual, partnership, private foundation, and S corporation tax compliance. The position also offers the opportunity to mentor junior team members and work on high-impact projects that span multiple business lines.

Key Responsibilities:

• Directly supporting tax compliance for the family and their clients.
• Preparing and reviewing tax workpapers.
• Helping with audit preparation and audit response material.
• Respond to audit related inquiries from tax authorities and third-party vendors.
• Support with tax returns, reporting obligations, tax implications, tax provision reporting, sales and use tax, tax planning, etc.
• Mentor junior team members.
• Help with automation and process improvements.

Key Qualifications:

• 7+ YOE in tax at public accounting, hedge funds, or family offices with a focus on HNW individuals, funds, trusts, and partnerships.
• CPA highly preferred.
• A proactive mindset and commitment to excellence in a fast-paced, high-performance environment.

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job Description

Robert Half is seeking a Tax Specialist to support tax compliance for our dynamic client located in Philadelphia. In this Tax Specialist role, you will play a critical part in ensuring adherence to tax laws and regulations while contributing to the organization's financial integrity and value-driven services. As part of the tax team, you will manage various tax-related responsibilities, including preparing and filing tax returns, providing strategic tax advice to leadership, and overseeing tax audits.

Responsibilities:

• Utilizing technology in the accurate preparation and submission of quarterly and annual tax provisions
• Advising leadership teams through proficient tax accounting knowledge
• Analyzing complex transactions to secure appropriate tax treatment
• Responding to tax audits, inquiries, and notices from tax authorities
• Conducting technical tax research to stay up-to-date with changes in tax laws and regulations
• Preparing and understanding local