Tax Specialist

Tax Specialist (U.S. Tax, 1040/1120/1065, Compliance & Planning – Remote, U.S. Hours)

About the Role

We’re hiring aTax Specialist to managetax preparation, compliance, and planning across individual and business clients.

In this role, you’ll prepare and reviewU.S. federal and state tax filings, ensure compliance with changing regulations, and supporttax strategy and optimization.

If you’re experienced inU.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)
• Filequarterly estimates and extensions
• Ensure all filings are accurate and submittedon time

Compliance & Regulatory Monitoring

• Track changes inIRS 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 ontax-efficient structuring of transactions
• Support international tax matters (if applicable):
• Transfer pricing
• FBAR / FATCA

Audit Support

• Prepare documentation forIRS and state audits
• Respond totax notices and inquiries
• Maintainaudit-ready records and documentation

Collaboration

• Work withfinance and accounting teams during close cycles
• Coordinate withexternal CPAs, auditors, and advisors

Documentation & Process

• Maintain and updatetax compliance SOPs
• Document tax positions, assumptions, and filings

Requirements

• 3+ years of experience inU.S. tax preparation and compliance
• Proficiency with tax software:
• UltraTax, ProSeries, Drake, Lacerte (or similar)
• Familiarity with:
• IRS e-filing systems
• State tax portals
• StrongExcel / Google Sheets skills
• Deep understanding ofU.S. tax codes and regulations
• Strong analytical, organizational, and communication skills
• Comfortable workingremote during U.S. business hours

Nice to Have

• CPA, EA (Enrolled Agent), or Master’s in Taxation
• Experience withmulti-state or international tax
• Industry experience in:
• SaaS
• Professional services
• Real estate
• Experience withhigh-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 oncomplex tax filings and advisory projects
• Gain exposure tomulti-entity and multi-state tax environments
• High-impact role supportingcompliance and tax strategy
• Opportunity to grow intax planning and advisory
• Fully remote role with structured workflows

What Success Looks Like

• 100% of tax filings completedaccurately and on time
• Zerocompliance penalties or missed deadlines
• Well-organized, audit-ready documentation
• Positive feedback fromclients and auditors
• Identification oftax savings opportunities

Apply Now

If you’re aTax 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.