Tax Specialist

Tax Specialist (U.S. Tax, 1040/1120/1065, Compliance & Planning – Remote, U.S. Hours) About the Role We’re hiring a Tax Specialist to manage tax preparation, compliance, and planning across individual and business clients. In this role, you’ll prepare and review U.S. federal and state tax filings , ensure compliance with changing regulations, and support tax strategy and optimization . If you’re experienced in U.S. tax filings, IRS compliance, and tax advisory , this role is for you. Responsibilities Tax Preparation & Filing Prepare and review tax returns: Form 1040 (Individual) Form 1120 (Corporate) Form 1065 (Partnership) File quarterly estimates and extensions Ensure all filings are accurate and submitted on time Compliance & Regulatory Monitoring Track changes in IRS rules and tax regulations Ensure compliance across: Federal State Local jurisdictions Support filings related to: Sales tax Payroll tax Property tax Tax Advisory & Planning Identify opportunities for: Tax savings Credits and deductions Advise on tax-efficient structuring of transactions Support international tax matters (if applicable): Transfer pricing FBAR / FATCA Audit Support Prepare documentation for IRS and state audits Respond to tax notices and inquiries Maintain audit-ready records and documentation Collaboration Work with finance and accounting teams during close cycles Coordinate with external CPAs, auditors, and advisors Documentation & Process Maintain and update tax compliance SOPs Document tax positions, assumptions, and filings Requirements 3+ years of experience in U.S. tax preparation and compliance Proficiency with tax software: UltraTax, ProSeries, Drake, Lacerte (or similar) Familiarity with: IRS e-filing systems State tax portals Strong Excel / Google Sheets skills Deep understanding of U.S. tax codes and regulations Strong analytical, organizational, and communication skills Comfortable working remote during U.S. business hours Nice to Have CPA, EA (Enrolled Agent), or Master’