Tax Specialist.

**Tax Specialist – U.S. Tax Preparation & Compliance**

**Position Type:** Full-Time, Remote

**Working Hours:** U.S. Client Business Hours, with flexibility during tax season and filing deadlines

**About the Role**

At Pavago, one of our clients is hiring an experienced **Tax Specialist** to manage U.S. tax preparation, compliance, filings, and tax planning support for individuals and businesses.

This is a hands-on tax role requiring strong knowledge of **U.S. federal and state taxation**, excellent attention to detail, and the ability to manage multiple filings and deadlines accurately.

You’ll prepare and review **individual, corporate, and partnership tax returns**, monitor regulatory requirements, respond to tax notices, support audits, and identify legitimate opportunities to reduce tax liabilities.

The ideal candidate has **3+ years of U.S. tax experience**, hands-on experience with professional tax preparation software, and a strong understanding of IRS filing requirements.

**What You’ll Own**

**U.S. Tax Preparation & Filing**

• Prepare and review U.S. federal and state tax returns.
• Handle returns including:
• Form 1040 – Individual Income Tax Returns
• Form 1120 – Corporate Income Tax Returns
• Form 1065 – Partnership Returns
• Prepare quarterly estimated tax payments.
• Prepare and file extensions when required.
• Review supporting financial information for completeness and accuracy.
• Ensure returns are submitted accurately and within applicable deadlines.
• Maintain supporting schedules and workpapers for completed filings.

**Federal, State & Local Tax Compliance**

• Monitor changes to U.S. tax laws, regulations, and IRS guidance.
• Maintain compliance with federal, state, and local tax requirements.
• Support multi-state tax compliance and filings.
• Assist with:
• Sales tax
• Payroll tax
• Property tax
• Track filing calendars and ensure deadlines are not missed.
• Maintain accurate documentation supporting tax positions and calculations.

**Tax Planning & Advisory Support**

• Identify applicable deductions, credits, and tax-saving opportunities.
• Support tax planning for individuals and businesses.
• Analyze financial information to identify potential tax efficiencies.
• Advise on tax implications of business transactions and financial decisions.
• Help clients understand tax obligations and planning opportunities.
• Support tax planning for closely held businesses and high-net-worth individuals where applicable.

**Tax Notices & Audit Support**

• Review and respond to IRS and state tax notices.
• Gather supporting documentation for tax audits and inquiries.
• Prepare organized schedules and records for auditors and tax authorities.
• Research discrepancies and assist with resolving tax-related issues.
• Maintain complete, accurate, and audit-ready tax documentation.

**International Tax Support**

Where applicable, support international tax matters including:

• FBAR
• FATCA
• Transfer pricing considerations
• International reporting requirements

International tax experience is preferred but not required.

**Accounting & Finance Collaboration**

• Work closely with accounting and finance teams during month-end and year-end close.
• Review financial records to ensure tax reporting aligns with accounting data.
• Coordinate with external CPAs, auditors, and tax advisors when required.
• Identify missing or inconsistent financial information before filing.
• Communicate tax implications clearly to finance teams and business stakeholders.

**Documentation & Process Improvement**

• Maintain updated tax compliance SOPs.
• Document tax positions, assumptions, and filing methodologies.
• Maintain organized client tax records and supporting documentation.
• Improve tax preparation and review workflows.
• Identify opportunities to increase accuracy and efficiency during high-volume filing periods.

**Required Experience & Skills**

**Core Requirements**

• **3+ years of professional U.S. tax preparation and compliance experience.**
• Strong working knowledge of U.S. federal and state tax requirements.
• Experience preparing individual and business tax returns.
• Hands-on experience with:
• Form 1040
• Form 1120
• Form 1065
• Experience with IRS e-filing systems and state tax portals.
• Strong understanding of tax deadlines, estimated payments, and extensions.
• Ability to research and interpret tax regulations.
• Strong attention to detail and accuracy.
• Strong written and verbal English communication skills.
• Ability to manage multiple tax filings and deadlines independently.
• Comfortable working remotely during U.S. client business hours.

**Tax Software**

Hands-on experience with one or more professional tax platforms such as:

• UltraTax
• Lacerte
• ProSeries
• Drake Tax
• Equivalent professional tax preparation software

**Excel & Google Sheets**

Strong proficiency with Excel or Google Sheets for

• Tax reconciliations
• Supporting schedules
• Financial analysis
• Data organization
• Reporting
• Tax workpapers

**Nice-to-Have Experience**

• CPA designation.
• Enrolled Agent (EA) credential.
• Master’s degree in Taxation.
• Multi-state tax experience.
• International tax exposure.
• Experience with FBAR/FATCA or transfer pricing.
• Experience supporting high-net-worth individuals.
• Experience working with closely held businesses.
• Background supporting clients in:
• Professional services
• SaaS
• Real estate
• Experience working within a CPA, tax, accounting, or professional services firm.

**What Makes You a Strong Fit**

You

• Understand U.S. tax preparation beyond basic data entry.
• Are highly accurate and detail-oriented.
• Stay organized when managing multiple clients and deadlines.
• Can interpret tax rules and explain their practical implications clearly.
• Proactively identify potential compliance issues.
• Remain dependable during high-volume tax periods.
• Maintain organized workpapers and supporting documentation.
• Take ownership of filings from preparation through submission and follow-up.

**What a Typical Day Looks Like**

Your day may include

• Reviewing upcoming federal and state filing deadlines.
• Preparing individual, corporate, or partnership tax returns.
• Reviewing financial records and supporting schedules.
• Identifying applicable deductions and credits.
• Preparing estimated tax payments or extensions.
• Researching federal or state tax requirements.
• Responding to IRS or state notices.
• Reconciling tax schedules against accounting records.
• Coordinating with accounting teams, CPAs, or clients.
• Documenting tax positions and maintaining audit-ready records.
• Reviewing completed returns for accuracy before filing.

In short: **you ensure tax filings are accurate, compliant, timely, and supported by organized documentation while helping identify legitimate opportunities for tax efficiency.**

**Key Metrics for Success**

• 100% of tax filings completed accurately and on time.
• Zero avoidable compliance penalties or missed deadlines.
• Accurate and complete tax workpapers.
• Timely resolution of IRS and state notices.
• Organized, audit-ready tax documentation.
• Strong client and leadership satisfaction.
• Identification of applicable tax-saving opportunities.
• Consistent execution during high-volume filing periods.

**Why This Role Stands Out**

• Full ownership across U.S. tax preparation and compliance.
• Exposure to both individual and business taxation.
• Opportunity to develop expertise across federal and multi-state tax matters.
• Direct collaboration with finance, accounting, and tax leadership.
• Exposure to tax planning and advisory work beyond return preparation.
• Fully remote environment.
• Strong potential for growth into:
• Senior Tax Specialist
• Tax Manager
• Tax Advisor
• Tax Operations Lead

**Spark Hire Intro Video**

As part of the application process, you’ll be asked to complete a short **Spark Hire intro video**.

We’d like to hear about

• Your experience preparing U.S. federal and state tax returns.
• Which returns you have personally prepared, particularly Forms **1040, 1120, and 1065**.
• The tax preparation software you have used, such as UltraTax, Lacerte, ProSeries, or Drake.
• Your experience managing multiple clients and filing deadlines during tax season.
• Your exposure to multi-state taxation.
• An example of a tax issue, discrepancy, or notice you researched and helped resolve.
• Your experience identifying deductions, credits, or other legitimate tax-saving opportunities.
• Any experience you have with sales tax, payroll tax, or property tax filings.
• Any exposure to high-net-worth, closely held business, or international tax matters.
• How you review your work to ensure accuracy before a return is filed.

Keep your responses **clear, concise, and conversational**. We’re particularly interested in your hands-on U.S. tax experience, technical knowledge, attention to detail, and ability to communicate tax matters clearly.

**Completion of the Spark Hire intro video is required for your application to be considered.**

**Interview Process**

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

**Apply Now**

If you have strong **U.S. tax preparation and compliance experience**, are comfortable preparing individual and business returns, and take pride in accurate, deadline-driven work, we’d love to hear from you.

Apply today and complete the required **Spark Hire intro video** to move forward in the hiring process.

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