Tax Specialist (U.S. Tax Compliance, Preparation & Tax Planning) – Remote | U.S. HoursPosition Type: Full-Time, Remote Working Hours: U.S. Business HoursAbout the RoleAt Pavago, one of our clients is hiring an experienced Tax Specialist to manage U.S. tax preparation, compliance, filings, and tax planning across individual and business entities.This is a hands-on tax role requiring strong knowledge of U.S. federal and state taxation, IRS requirements, individual and business tax returns, and tax compliance.You will be responsible for:Preparing and reviewing Forms 1040, 1120, and 1065Managing federal, state, and multi-state tax complianceHandling quarterly estimated taxes and extensionsResearching changing tax laws and IRS guidanceResponding to tax notices and supporting auditsIdentifying deductions, credits, and tax-saving opportunitiesMaintaining accurate, audit-ready tax documentationIf you have strong experience in U.S. tax preparation and compliance and can balance technical accuracy, deadlines, and tax planning, this role is a strong fit.What You’ll OwnU.S. Tax Preparation & FilingPrepare and review individual tax returns (Form 1040)Prepare and review corporate tax returns (Form 1120)Prepare and review partnership returns (Form 1065)Calculate and coordinate quarterly estimated tax paymentsPrepare and file tax extensionsManage federal and state filing requirementsMaintain organized tax calendars and filing schedulesEnsure returns are accurate, complete, compliant, and submitted on timeFederal, State & Multi-State Tax ComplianceMonitor changes to:IRS guidanceFederal tax lawsState and local tax requirementsMaintain compliance across applicable jurisdictionsSupport multi-state tax requirementsAssist with:Payroll taxSales taxProperty taxIdentify potential compliance risks before they result in penalties or missed deadlinesMaintain accurate supporting records for tax filingsTax Planning & AdvisoryAnalyze financial information to identify potential:Tax deductionsCreditsTax-saving opportunitiesLiability reduction strategiesSupport tax-efficient transaction planningResearch tax implications of business and financial decisionsClearly communicate tax considerations and compliance requirementsAssist with international tax matters when applicable, including:FBARFATCATransfer pricingIRS Notices, Audits & Tax InquiriesReview and respond to IRS and state tax noticesPrepare documentation for audits and regulatory inquiriesMaintain organized, audit-ready tax schedules and supporting filesResearch discrepancies and determine appropriate responsesCoordinate with internal teams and external advisors when necessaryTrack outstanding notices and inquiries through resolutionTax Research & DocumentationResearch tax regulations, IRS guidance, and filing requirementsDocument tax positions and assumptions used in filingsMaintain organized supporting schedules and workpapersKeep tax compliance procedures and documentation currentEnsure records are complete, accessible, and audit-readyAccounting & Finance CollaborationWork closely with accounting and finance teamsSupport month-end and year-end close activities when tax input is requiredEnsure alignment between financial statements and tax reportingCollaborate with:Finance leadershipExternal CPAsAuditorsTax advisorsResolve discrepancies between accounting records and tax filingsRequired Experience & Skills3+ years of professional U.S. tax preparation, tax compliance, or tax accounting experienceStrong understanding of:U.S. federal tax lawState tax complianceIRS filing requirementsHands-on experience preparing individual and business tax returnsExperience with Forms 1040, 1120, and 1065Experience using professional tax software such as:UltraTaxDrakeLacerteProSeriesSimilar professional tax platformsFamiliarity with IRS e-filing systems and state tax portalsStrong Excel or Google Sheets skillsStrong reconciliation and analytical abilitiesExcellent attention to detail and deadline managementStrong written and verbal English communication skillsAbility to work independently during U.S. business hoursNice to HaveCPA or Enrolled Agent (EA) certificationMaster’s degree in TaxationMulti-state tax experienceInternational tax exposureFamiliarity with FBAR, FATCA, or transfer pricingExperience supporting:High-net-worth individualsClosely held businessesMulti-entity organizationsIndustry experience in:SaaSReal estateProfessional servicesExperience handling IRS or state audits and noticesExperience working with U.S.-based accounting or tax teamsWhat Makes You a Strong FitYou may be especially successful in this role if you:Have strong technical knowledge of U.S. taxationAre highly accurate and detail-orientedManage filing deadlines without requiring constant oversightStay current with changing tax laws and regulationsCan research complex tax questions independentlyProactively identify compliance risksLook for legitimate opportunities to improve tax efficiencyCan explain complex tax concepts clearly to non-tax stakeholdersMaintain clean, organized, audit-ready documentationWhat a Typical Day Looks LikeYour day may include:Reviewing upcoming federal and state filing deadlinesPreparing individual, corporate, and partnership tax returnsReviewing tax schedules and reconciliationsCalculating estimated tax paymentsResearching federal or state tax requirementsAnalyzing financial records for deductions and tax-planning opportunitiesResponding to IRS or state noticesCoordinating with accounting and finance teamsMaintaining audit-ready tax documentationMonitoring changes in tax laws and IRS guidanceIn short: You ensure tax filings are accurate and timely, compliance risks are controlled, and legitimate tax-planning opportunities are identified.Key Metrics for Success100% on-time completion of required tax filingsZero missed filing deadlinesMinimal compliance penalties attributable to filing errorsAccuracy of tax returns, schedules, and reconciliationsTimely resolution of IRS and state noticesStrong audit readiness and documentation qualityIdentification of legitimate tax-saving opportunitiesPositive feedback from clients, leadership, auditors, and tax stakeholdersWhy This Role Stands OutHigh-impact role across tax, finance, and complianceHands-on exposure to individual and business taxationOpportunity to work across multiple entities and tax structuresExposure to federal, state, and potentially international tax mattersOpportunity to contribute to both tax compliance and planningDirect collaboration with finance leadership and external advisorsFully remote working environmentLong-term growth potential within Tax, Accounting, Finance, and Tax AdvisoryInterview ProcessInitial Phone ScreenSpark Hire Intro VideoVideo Interview with Pavago RecruiterPractical Tax AssessmentClient Interview with Finance/Tax LeadershipOffer & Background VerificationApply NowIf you have strong experience in U.S. tax preparation and compliance, understand federal and state filing requirements, and enjoy combining technical tax work with research and planning, we’d love to hear from you.Apply now to take ownership of tax preparation, compliance, audit support, and tax-planning initiatives in a high-accountability remote environment.#TaxSpecialist #TaxJobs #USTax #TaxPreparation #TaxCompliance #TaxPlanning #IRS #Form1040 #Form1120 #Form1065 #CPA #EnrolledAgent #AccountingJobs #FinanceJobs #RemoteJobs
Tax Specialist (U.S. Tax Compliance, Preparation & Tax Planning) – Remote | U.S. Hours
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
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 across individual and business entities.
This is a hands-on tax role requiring strong knowledge of U.S. federal and state taxation, IRS requirements, individual and business tax returns, and tax compliance.
You will be responsible for:
- Preparing and reviewing Forms 1040, 1120, and 1065
- Managing federal, state, and multi-state tax compliance
- Handling quarterly estimated taxes and extensions
- Researching changing tax laws and IRS guidance
- Responding to tax notices and supporting audits
- Identifying deductions, credits, and tax-saving opportunities
- Maintaining accurate, audit-ready tax documentation
If you have strong experience in U.S. tax preparation and compliance and can balance technical accuracy, deadlines, and tax planning, this role is a strong fit.
What You’ll Own
U.S. Tax Preparation & Filing
- Prepare and review individual tax returns (Form 1040)
- Prepare and review corporate tax returns (Form 1120)
- Prepare and review partnership returns (Form 1065)
- Calculate and coordinate quarterly estimated tax payments
- Prepare and file tax extensions
- Manage federal and state filing requirements
- Maintain organized tax calendars and filing schedules
- Ensure returns are accurate, complete, compliant, and submitted on time
Federal, State & Multi-State Tax Compliance
- Monitor changes to:
- IRS guidance
- Federal tax laws
- State and local tax requirements
- Maintain compliance across applicable jurisdictions
- Support multi-state tax requirements
- Assist with:
- Payroll tax
- Sales tax
- Property tax
- Identify potential compliance risks before they result in penalties or missed deadlines
- Maintain accurate supporting records for tax filings
Tax Planning & Advisory
- Analyze financial information to identify potential:
- Tax deductions
- Credits
- Tax-saving opportunities
- Liability reduction strategies
- Support tax-efficient transaction planning
- Research tax implications of business and financial decisions
- Clearly communicate tax considerations and compliance requirements
- Assist with international tax matters when applicable, including:
- FBAR
- FATCA
- Transfer pricing
IRS Notices, Audits & Tax Inquiries
- Review and respond to IRS and state tax notices
- Prepare documentation for audits and regulatory inquiries
- Maintain organized, audit-ready tax schedules and supporting files
- Research discrepancies and determine appropriate responses
- Coordinate with internal teams and external advisors when necessary
- Track outstanding notices and inquiries through resolution
Tax Research & Documentation
- Research tax regulations, IRS guidance, and filing requirements
- Document tax positions and assumptions used in filings
- Maintain organized supporting schedules and workpapers
- Keep tax compliance procedures and documentation current
- Ensure records are complete, accessible, and audit-ready
Accounting & Finance Collaboration
- Work closely with accounting and finance teams
- Support month-end and year-end close activities when tax input is required
- Ensure alignment between financial statements and tax reporting
- Collaborate with:
- Finance leadership
- External CPAs
- Auditors
- Tax advisors
- Resolve discrepancies between accounting records and tax filings
Required Experience & Skills
- 3+ years of professional U.S. tax preparation, tax compliance, or tax accounting experience
- Strong understanding of:
- U.S. federal tax law
- State tax compliance
- IRS filing requirements
- Hands-on experience preparing individual and business tax returns
- Experience with Forms 1040, 1120, and 1065
- Experience using professional tax software such as:
- UltraTax
- Drake
- Lacerte
- ProSeries
- Similar professional tax platforms
- Familiarity with IRS e-filing systems and state tax portals
- Strong Excel or Google Sheets skills
- Strong reconciliation and analytical abilities
- Excellent attention to detail and deadline management
- Strong written and verbal English communication skills
- Ability to work independently during U.S. business hours
Nice to Have
- CPA or Enrolled Agent (EA) certification
- Master’s degree in Taxation
- Multi-state tax experience
- International tax exposure
- Familiarity with FBAR, FATCA, or transfer pricing
- Experience supporting:
- High-net-worth individuals
- Closely held businesses
- Multi-entity organizations
- Industry experience in:
- SaaS
- Real estate
- Professional services
- Experience handling IRS or state audits and notices
- Experience working with U.S.-based accounting or tax teams
What Makes You a Strong Fit
You may be especially successful in this role if you:
- Have strong technical knowledge of U.S. taxation
- Are highly accurate and detail-oriented
- Manage filing deadlines without requiring constant oversight
- Stay current with changing tax laws and regulations
- Can research complex tax questions independently
- Proactively identify compliance risks
- Look for legitimate opportunities to improve tax efficiency
- Can explain complex tax concepts clearly to non-tax stakeholders
- Maintain clean, organized, audit-ready documentation
What a Typical Day Looks Like
Your day may include:
- Reviewing upcoming federal and state filing deadlines
- Preparing individual, corporate, and partnership tax returns
- Reviewing tax schedules and reconciliations
- Calculating estimated tax payments
- Researching federal or state tax requirements
- Analyzing financial records for deductions and tax-planning opportunities
- Responding to IRS or state notices
- Coordinating with accounting and finance teams
- Maintaining audit-ready tax documentation
- Monitoring changes in tax laws and IRS guidance
In short: You ensure tax filings are accurate and timely, compliance risks are controlled, and legitimate tax-planning opportunities are identified.
Key Metrics for Success
- 100% on-time completion of required tax filings
- Zero missed filing deadlines
- Minimal compliance penalties attributable to filing errors
- Accuracy of tax returns, schedules, and reconciliations
- Timely resolution of IRS and state notices
- Strong audit readiness and documentation quality
- Identification of legitimate tax-saving opportunities
- Positive feedback from clients, leadership, auditors, and tax stakeholders
Why This Role Stands Out
- High-impact role across tax, finance, and compliance
- Hands-on exposure to individual and business taxation
- Opportunity to work across multiple entities and tax structures
- Exposure to federal, state, and potentially international tax matters
- Opportunity to contribute to both tax compliance and planning
- Direct collaboration with finance leadership and external advisors
- Fully remote working environment
- Long-term growth potential within Tax, Accounting, Finance, and Tax Advisory
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 experience in U.S. tax preparation and compliance, understand federal and state filing requirements, and enjoy combining technical tax work with research and planning, we’d love to hear from you.
Apply now to take ownership of tax preparation, compliance, audit support, and tax-planning initiatives in a high-accountability remote environment.
#TaxSpecialist #TaxJobs #USTax #TaxPreparation #TaxCompliance #TaxPlanning #IRS #Form1040 #Form1120 #Form1065 #CPA #EnrolledAgent #AccountingJobs #FinanceJobs #RemoteJobs
Pavago - Connecting You to Global Remote Opportunities 🌍At Pavago, we redefine the boundaries of talent recruitment. Dive into a world where your geographical location doesn't restrict your career aspirations. As a distinguished international recruitment agency, we specialize in connecting remote talents with companies eager to tap into global expertise.🌟 Why Consider Opportunities Through Pavago?Competitive Pay: Command the salary you deserve, regardless of where you reside.Broad Horizons: Unlock a wide array of remote positions spanning diverse industries and regions.Skill Enrichment: Work alongside international teams, contribute your unique insights, and amplify your career trajectory.Whether you're a seasoned professional hunting for a novel global venture or a budding talent keen on leaving an international imprint, Pavago is your conduit to businesses that appreciate and seek out worldwide perspectives.Embrace a realm where opportunities transcend borders. Together, let's pioneer the next era of remote work. 🚀Explore global opportunities with us today!"
Pavago - Connecting You to Global Remote Opportunities 🌍
At Pavago, we redefine the boundaries of talent recruitment. Dive into a world where your geographical location doesn't restrict your career aspirations. As a distinguished international recruitment agency, we specialize in connecting remote talents with companies eager to tap into global expertise.
🌟 Why Consider Opportunities Through Pavago?
Competitive Pay: Command the salary you deserve, regardless of where you reside.
Broad Horizons: Unlock a wide array of remote positions spanning diverse industries and regions.
Skill Enrichment: Work alongside international teams, contribute your unique insights, and amplify your career trajectory.
Whether you're a seasoned professional hunting for a novel global venture or a budding talent keen on leaving an international imprint, Pavago is your conduit to businesses that appreciate and seek out worldwide perspectives.
Embrace a realm where opportunities transcend borders. Together, let's pioneer the next era of remote work. 🚀
Explore global opportunities with us today!"
