Tax Specialist
Tax Specialist (U.S. Tax Compliance, Preparation & Tax Planning) โ 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 Youโll 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
- Exp