Tax Specialist

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

Location: Remote (US)

Responsibilities

• 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
• 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
• 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
• 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 (FBAR, FATCA, Transfer pricing)
• Maintain audit-ready schedules and documentation
• Respond to IRS notices, State tax inquiries, Audit requests
• Clearly document tax positions, Assumptions, Filing support, Compliance processes
• 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

Requirements

• 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