Tax Specialist.
Tax Specialist โ U.S. Tax Preparation & Compliance
Position Type: Full-Time, Remote
Working Hours: U.S. Client Business Hours, with flexibility during tax season and filing deadlines
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 support for individuals and businesses.
This is a hands-on tax role requiring strong knowledge of U.S. federal and state taxation , excellent attention to detail, and the ability to manage multiple filings and deadlines accurately.
Youโll prepare and review individual, corporate, and partnership tax returns , monitor regulatory requirements, respond to tax notices, support audits, and identify legitimate opportunities to reduce tax liabilities.
The ideal candidate has 3+ years of U.S. tax experience , hands-on experience with professional tax preparation software, and a strong understanding of IRS filing requirements.
What Youโll Own
U.S. Tax Preparation & Filing
- Prepare and review U.S. federal and state tax returns.
- Handle returns including:
- Form 1040 โ Individual Income Tax Returns
- Form 1120 โ Corporate Income Tax Returns
- Form 1065 โ Partnership Returns
- Prepare quarterly estimated tax payments.
- Prepare and file extensions when required.
- Review supporting financial information for completeness and accuracy.
- Ensure returns are submitted accurately and within applicable deadlines.
- Maintain supporting schedules and workpapers for completed filings.
Federal, State & Local Tax Compliance
- Monitor changes to U.S. tax laws, regulations, and IRS guidance.
- Maintain compliance with federal, state, and local tax requirements.
- Support multi-state tax compliance and filings.
- Assist with:
- Sales tax
- Payroll tax
- Property tax
- Track filing calendars and ensure deadlines are not missed.
- Maintain accurate documentation supporting tax positions and calculations.
Tax Planning & Advisory Support
- Identify applicable deductions, credits, and tax-saving opportunities.
- Support tax planning for individuals and businesses.
- Analyze financial information to identify potential tax efficiencies.
- Advise on tax implications of business transactions and financial decisions.
- Help clients understand tax obligations and planning opportunities.
- Support tax planning for closely held businesses and high-net-worth individuals where applicable.
Tax Notices & Audit Support
- Review and respond to IRS and state tax notices.
- Gather supporting documentation for tax audits and inquiries.
- Prepare organized schedules and records for auditors and tax authorities.
- Research discrepancies and assist with resolving tax-related issues.
- Maintain complete, accurate, and audit-ready tax documentation.
International Tax Support
Where applicable, support international tax matters including:
- FBAR
- FATCA
- Transfer pricing considerations
- International reporting requirements
International tax experience is preferred but not required.
Accounting & Finance Collaboration
- Work closely with accounting and finance teams during month-end and year-end close.
- Review financial records to ensure tax reporting aligns with accounting data.
- Coordinate with external CPAs, auditors, and tax advisors when required.
- Identify missing or inconsistent financial information before filing.
- Communicate tax implications clearly to finance teams and business stakeholders.
Documentation & Process Improvement
- Maintain updated tax compliance SOPs.
- Document tax positions, assumptions, and filing methodologies.
- Maintain organized client tax records and supporting documentation.
- Improve tax preparation and review workflows.
- Identify opportunities to increase accuracy and efficiency during high-volume filing periods.
Required Experience & Skills
Core Requirements
- 3+ years of professional U.S. tax preparation and compliance ex