Job Description
Tax Specialist (U.S. Tax, 1040/1120/1065, Compliance & Planning – Remote, U.S. Hours)
About the Role
We’re hiring a Tax Specialist to manage tax preparation, compliance, and planning across individual and business clients.
In this role, you’ll prepare and review U.S. federal and state tax filings, ensure compliance with changing regulations, and support tax strategy and optimization.
If you’re experienced in U.S. tax filings, IRS compliance, and tax advisory, this role is for you.
Responsibilities
Tax Preparation & Filing
Prepare and review tax returns:
- Form 1040 (Individual)
- Form 1120 (Corporate)
- Form 1065 (Partnership)
File quarterly estimates and extensions
Ensure all filings are accurate and submitted on time
Compliance & Regulatory Monitoring
Track changes in IRS rules and tax regulations
Ensure compliance across:
- Federal
- State
- Local jurisdictions
Support filings related to:
- Sales tax
- Payroll tax
- Property tax
Tax Advisory & Planning
Identify opportunities for:
- Tax savings
- Credits and deductions
Advise on tax-efficient structuring of transactions
Support international tax matters (if applicable):
- Transfer pricing
- FBAR / FATCA
Audit Support
- Prepare documentation for IRS and state audits
- Respond to tax notices and inquiries
- Maintain audit-ready records and documentation
Collaboration
- Work with finance and accounting teams during close cycles
- Coordinate with external CPAs, auditors, and advisors
Documentation & Process
- Maintain and update tax compliance SOPs
- Document tax positions, assumptions, and filings
Requirements
3+ years of experience in U.S. tax preparation and compliance
Proficiency with tax software:
- UltraTax, ProSeries, Drake, Lacerte (or similar)
Familiarity with:
- IRS e-filing systems
- State tax portals
Strong Excel / Google Sheets skills
Deep understanding of U.S. tax codes and regulations
Strong analytical, organizational, and communication skills
Comfortable working remote during U.S. business hours
Nice to Have
CPA, EA (Enrolled Agent), or Master’s in Taxation
Experience with multi-state or international tax
Industry experience in:
- SaaS
- Professional services
- Real estate
Experience with high-net-worth individuals or closely held businesses
Tools & Tech
- UltraTax / ProSeries / Drake / Lacerte
- IRS e-file systems & state portals
- Excel / Google Sheets
Why Join
- Work on complex tax filings and advisory projects
- Gain exposure to multi-entity and multi-state tax environments
- High-impact role supporting compliance and tax strategy
- Opportunity to grow in tax planning and advisory
- Fully remote role with structured workflows
What Success Looks Like
- 100% of tax filings completed accurately and on time
- Zero compliance penalties or missed deadlines
- Well-organized, audit-ready documentation
- Positive feedback from clients and auditors
- Identification of tax savings opportunities
Apply Now
If you’re a Tax Specialist who can ensure compliance, prepare accurate filings, and identify tax-saving opportunities, we’d love to hear from you.
Apply now and play a key role in delivering reliable, high-quality tax operations.
