Tax Specialist

Job Description

💼 Tax Specialist (U.S. Tax Compliance & Tax Planning)

Full-Time Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a detail-oriented and technically strong Tax Specialist to manage tax preparation, compliance, filings, and tax planning initiatives across individual and business entities.

This is not a basic bookkeeping role.

You’ll be responsible for:

• preparing and reviewing tax returns,
• ensuring compliance with federal and state regulations,
• supporting audits,
• monitoring changing tax laws,
• and identifying opportunities to reduce liabilities and improve efficiency.

This role is ideal for someone who thrives under deadlines, understands U.S. tax regulations deeply, and can balance technical accuracy with strategic thinking.

If you enjoy:

• tax compliance,
• problem-solving,
• tax optimization,
• and working across complex filings,

this role is a strong fit.

🔥 What You’ll Own

Tax Preparation & Filing

• Prepare and review:

  • Individual tax returns (1040)
  • Corporate tax returns (1120)
  • Partnership returns (1065)

• File:

  • quarterly estimated taxes
  • extensions
  • federal and state filings

• Ensure all returns are accurate, compliant, and submitted on time

• Maintain organized filing schedules and tax calendars

Tax Compliance & Regulatory Monitoring

• Monitor changes in:

  • IRS guidance
  • federal tax law
  • state and local tax requirements

• Ensure ongoing compliance across:

  • federal filings
  • multi-state requirements
  • payroll tax
  • sales tax
  • property tax

• Minimize compliance risks and filing errors

Tax Planning & Advisory

• Identify opportunities for:

  • deductions
  • credits
  • tax savings
  • liability reduction

• Support tax-efficient transaction structuring

• Provide guidance on tax implications and compliance requirements

• Assist with international tax matters when applicable:

  • FBAR
  • FATCA
  • transfer pricing

Audit Support & Documentation

• Prepare audit-ready documentation and schedules

• Respond to:

  • IRS notices
  • state tax inquiries
  • audit requests

• Maintain organized records and filing support documentation

• Document assumptions, tax positions, and compliance processes clearly

Cross-Functional Collaboration

• Work closely with:

  • accounting teams
  • finance leadership
  • external CPAs
  • auditors

• Support month-end and year-end close activities

• Ensure alignment between financial reporting and tax reporting

✅ Required Experience & Skills

• 3+ years of experience in:

  • tax preparation
  • tax compliance
  • tax accounting

• Strong understanding of:

  • U.S. federal tax laws
  • state tax compliance
  • IRS filing requirements

• Experience with tax software such as:

  • UltraTax
  • Drake
  • Lacerte
  • ProSeries
  • or equivalent

• Familiarity with:

  • IRS e-filing systems
  • state tax portals

• Strong Excel / Google Sheets skills

• Strong analytical and reconciliation abilities

• Excellent attention to detail and organizational skills

⭐ Nice-to-Have Experience

• CPA or EA (Enrolled Agent)

• Master’s in Taxation

• Multi-state or international tax exposure

• Experience with:

  • SaaS
  • real estate
  • professional services
  • high-net-worth clients

• Experience supporting closely held businesses

🧠 What Makes You a Strong Fit

• You are highly detail-oriented and deadline-driven
• You can explain complex tax concepts clearly
• You proactively identify risks and savings opportunities
• You stay updated on changing tax regulations
• You maintain organized and audit-ready documentation
• You thrive balancing technical compliance with practical business impact

📅 What a Typical Day Looks Like

• Review upcoming filing deadlines and priorities
• Prepare and review tax returns and schedules
• Analyze financial records for deductions and optimization opportunities
• Respond to IRS or state notices
• Coordinate with finance and accounting teams
• Maintain tax documentation and audit support files
• Research tax law updates and compliance requirements

In short:

You ensure taxes are filed accurately, compliance risks are minimized, and businesses remain financially optimized and audit-ready.

📊 Key Metrics for Success (KPIs)

• 100% on-time tax filing completion
• Zero missed deadlines or compliance penalties
• Accuracy of returns and reconciliations
• Audit readiness and documentation quality
• Identification of tax-saving opportunities
• Positive feedback from leadership, auditors, and clients

🌟 Why This Role Stands Out

• High-impact finance and compliance role
• Opportunity to work across multiple tax areas and entities
• Strong exposure to strategic tax planning and advisory
• Collaborative environment with finance leadership
• Remote flexibility with long-term growth potential
• Opportunity to deepen expertise in multi-state and complex tax environments

🧪 Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Tax Assessment
• Client Interview with Finance/Tax Leadership
• Offer & Background Verification

👉 Apply Now

If you:

• have strong tax compliance experience,
• enjoy solving complex tax challenges,
• can manage deadlines with precision,
• and want to play a key role in financial operations,

this role is a strong fit for you.