💼 Tax Specialist (U.S. Tax Compliance & Tax Planning)

Full-Time Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a detail-oriented and technically strong Tax Specialist to manage tax preparation, compliance, filings, and tax planning initiatives across individual and business entities.

This is not a basic bookkeeping role.

You’ll be responsible for:

preparing and reviewing tax returns,
ensuring compliance with federal and state regulations,
supporting audits,
monitoring changing tax laws,
and identifying opportunities to reduce liabilities and improve efficiency.

This role is ideal for someone who thrives under deadlines, understands U.S. tax regulations deeply, and can balance technical accuracy with strategic thinking.

If you enjoy:

tax compliance,
problem-solving,
tax optimization,
and working across complex filings,

this role is a strong fit.

🔥 What You’ll Own

Tax Preparation & Filing

Prepare and review:

Individual tax returns (1040)
Corporate tax returns (1120)
Partnership returns (1065)

File:

quarterly estimated taxes
extensions
federal and state filings

Ensure all returns are accurate, compliant, and submitted on time
Maintain organized filing schedules and tax calendars

Tax Compliance & Regulatory Monitoring

Monitor changes in:

IRS guidance
federal tax law
state and local tax requirements

Ensure ongoing compliance across:

federal filings
multi-state requirements
payroll tax
sales tax
property tax

Minimize compliance risks and filing errors

Tax Planning & Advisory

Identify opportunities for:

deductions
credits
tax savings
liability reduction

Support tax-efficient transaction structuring
Provide guidance on tax implications and compliance requirements
Assist with international tax matters when applicable:

FBAR
FATCA
transfer pricing

Audit Support & Documentation

Prepare audit-ready documentation and schedules
Respond to:

IRS notices
state tax inquiries
audit requests

Maintain organized records and filing support documentation
Document assumptions, tax positions, and compliance processes clearly

Cross-Functional Collaboration

Work closely with:

accounting teams
finance leadership
external CPAs
auditors

Support month-end and year-end close activities
Ensure alignment between financial reporting and tax reporting

✅ Required Experience & Skills

3+ years of experience in:

tax preparation
tax compliance
tax accounting

Strong understanding of:

U.S. federal tax laws
state tax compliance
IRS filing requirements

Experience with tax software such as:

UltraTax
Drake
Lacerte
ProSeries
or equivalent

Familiarity with:

IRS e-filing systems
state tax portals

Strong Excel / Google Sheets skills
Strong analytical and reconciliation abilities
Excellent attention to detail and organizational skills

⭐ Nice-to-Have Experience

CPA or EA (Enrolled Agent)
Master’s in Taxation
Multi-state or international tax exposure
Experience with:

SaaS
real estate
professional services
high-net-worth clients

Experience supporting closely held businesses

🧠 What Makes You a Strong Fit

You are highly detail-oriented and deadline-driven
You can explain complex tax concepts clearly
You proactively identify risks and savings opportunities
You stay updated on changing tax regulations
You maintain organized and audit-ready documentation
You thrive balancing technical compliance with practical business impact

📅 What a Typical Day Looks Like

Review upcoming filing deadlines and priorities
Prepare and review tax returns and schedules
Analyze financial records for deductions and optimization opportunities
Respond to IRS or state notices
Coordinate with finance and accounting teams
Maintain tax documentation and audit support files
Research tax law updates and compliance requirements

In short:
You ensure taxes are filed accurately, compliance risks are minimized, and businesses remain financially optimized and audit-ready.

Tax Specialist