Tax Specialist

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.