Tax Specialist (U.S. Tax Compliance & Tax Planning) – Remote | U.S. Business Hours

Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours

About the Role

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

This is not a bookkeeping-only role.

You will be responsible for:

Preparing and reviewing tax returns
Managing federal and state compliance
Supporting audits and regulatory inquiries
Monitoring changing tax laws
Identifying opportunities to reduce liabilities and improve tax 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
Tax planning
Problem-solving
Regulatory research
Financial optimization

This role is a strong fit.

What You’ll Own

Tax Preparation & Filing (Core Focus)

Prepare and review:

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

Manage:

Quarterly estimated taxes
Extensions
Federal and state filings

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

Tax Compliance & Regulatory Monitoring

Monitor updates to:

IRS guidance
Federal tax law
State and local tax regulations

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

Maintain audit-ready schedules and documentation
Respond to:

IRS notices
State tax inquiries
Audit requests

Clearly document:

Tax positions
Assumptions
Filing support
Compliance processes

Cross-Functional Collaboration

Work closely with:

Accounting teams
Finance leadership
External CPAs
Auditors

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

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 balance technical compliance with practical business impact

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 using tax software such as:

UltraTax
Drake
Lacerte
ProSeries
Or equivalent

Familiarity with:

IRS e-filing systems
State tax portals

Strong Excel or Google Sheets skills
Strong analytical and reconciliation abilities
Excellent attention to detail and organization

Nice-to-Have Experience

CPA or EA certification
Master’s in Taxation
Multi-state or international tax exposure
Experience in:

SaaS
Real estate
Professional services
High-net-worth client environments

Experience supporting closely held businesses

What a Typical Day Looks Like

Review upcoming filing deadlines and priorities
Prepare and review tax returns and schedules
Analyze financial records for 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