Tax Specialist

Tax Specialist (U.S. Tax Compliance & Tax Planning) – Remote | U.S. Business HoursPosition Type: Full-Time, Remote Working Hours: U.S. Business HoursAbout the RoleWe’re hiring a technically strong and detail-oriented Tax Specialist to manage tax preparation, compliance, filings, and tax planning initiatives across individual and business entities.This is not a bookkeeping-only role.You will be responsible for:Preparing and reviewing tax returnsManaging federal and state complianceSupporting audits and regulatory inquiriesMonitoring changing tax lawsIdentifying opportunities to reduce liabilities and improve tax efficiencyThis 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 complianceTax planningProblem-solvingRegulatory researchFinancial optimizationThis role is a strong fit.What You’ll OwnTax Preparation & Filing (Core Focus)Prepare and review:Individual tax returns (1040)Corporate tax returns (1120)Partnership returns (1065)Manage:Quarterly estimated taxesExtensionsFederal and state filingsEnsure all filings are accurate, compliant, and submitted on timeMaintain organized tax calendars and filing schedulesTax Compliance & Regulatory MonitoringMonitor updates to:IRS guidanceFederal tax lawState and local tax regulationsEnsure ongoing compliance across:Federal filingsMulti-state requirementsPayroll taxSales taxProperty taxMinimize compliance risks and filing errorsTax Planning & AdvisoryIdentify opportunities for:DeductionsCreditsTax savingsLiability reductionSupport tax-efficient transaction structuringProvide guidance on tax implications and compliance requirementsAssist with international tax matters when applicable:FBARFATCATransfer pricingAudit Support & DocumentationMaintain audit-ready schedules and documentationRespond to:IRS noticesState tax inquiriesAudit requestsClearly document:Tax positionsAssumptionsFiling supportCompliance processesCross-Functional CollaborationWork closely with:Accounting teamsFinance leadershipExternal CPAsAuditorsSupport month-end and year-end close activitiesEnsure alignment between tax reporting and financial reportingWhat Makes You a Strong FitYou are highly detail-oriented and deadline-drivenYou can explain complex tax concepts clearlyYou proactively identify risks and savings opportunitiesYou stay updated on changing tax regulationsYou maintain organized and audit-ready documentationYou balance technical compliance with practical business impactRequired Experience & Skills3+ years of experience in:Tax preparationTax complianceTax accountingStrong understanding of:U.S. federal tax lawsState tax complianceIRS filing requirementsExperience using tax software such as:UltraTaxDrakeLacerteProSeriesOr equivalentFamiliarity with:IRS e-filing systemsState tax portalsStrong Excel or Google Sheets skillsStrong analytical and reconciliation abilitiesExcellent attention to detail and organizationNice-to-Have ExperienceCPA or EA certificationMaster’s in TaxationMulti-state or international tax exposureExperience in:SaaSReal estateProfessional servicesHigh-net-worth client environmentsExperience supporting closely held businessesWhat a Typical Day Looks LikeReview upcoming filing deadlines and prioritiesPrepare and review tax returns and schedulesAnalyze financial records for optimization opportunitiesRespond to IRS or state noticesCoordinate with finance and accounting teamsMaintain tax documentation and audit support filesResearch tax law updates and compliance requirementsIn 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 completionZero missed deadlines or compliance penaltiesAccuracy of returns and reconciliationsAudit readiness and documentation qualityIdentification of tax-saving opportunitiesPositive feedback from leadership, auditors, and clientsWhy This Role Stands OutHigh-impact finance and compliance roleOpportunity to work across multiple tax entities and structuresStrong exposure to strategic tax planning and advisoryCollaborative environment with finance leadershipRemote flexibility with long-term growth potentialOpportunity to deepen expertise in multi-state and complex tax environmentsInterview ProcessInitial Phone ScreenVideo Interview with Pavago RecruiterPractical Tax AssessmentClient Interview with Finance/Tax LeadershipOffer & Background VerificationApply NowIf you:Have strong U.S. tax compliance experienceEnjoy solving complex tax challengesCan manage deadlines with precisionWant to play a key role in financial operations and tax strategyThis role is a strong fit for professionals who combine technical tax expertise with ownership, organization, and strategic thinking.Originally posted on Himalayas