Job Description
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 doc