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.