Tax Specialist – 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.
You’ll 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 You’ll Own
U.S. Tax Preparation & Filing
- Prepare and review U.S. federal and state tax returns.
- Handle returns including:
- Form 1040 – Individual Income Tax Returns
- Form 1120 – Corporate Income Tax Returns
- Form 1065 – 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 experience.
- Strong working knowledge of U.S. federal and state tax requirements.
- Experience preparing individual and business tax returns.
- Hands-on experience with:
- Form 1040
- Form 1120
- Form 1065
- Experience with IRS e-filing systems and state tax portals.
- Strong understanding of tax deadlines, estimated payments, and extensions.
- Ability to research and interpret tax regulations.
- Strong attention to detail and accuracy.
- Strong written and verbal English communication skills.
- Ability to manage multiple tax filings and deadlines independently.
- Comfortable working remotely during U.S. client business hours.
Tax Software
Hands-on experience with one or more professional tax platforms such as:
- UltraTax
- Lacerte
- ProSeries
- Drake Tax
- Equivalent professional tax preparation software
Excel & Google Sheets
Strong proficiency with Excel or Google Sheets for:
- Tax reconciliations
- Supporting schedules
- Financial analysis
- Data organization
- Reporting
- Tax workpapers
Nice-to-Have Experience
- CPA designation.
- Enrolled Agent (EA) credential.
- Master’s degree in Taxation.
- Multi-state tax experience.
- International tax exposure.
- Experience with FBAR/FATCA or transfer pricing.
- Experience supporting high-net-worth individuals.
- Experience working with closely held businesses.
- Background supporting clients in:
- Professional services
- SaaS
- Real estate
- Experience working within a CPA, tax, accounting, or professional services firm.
What Makes You a Strong Fit
You:
- Understand U.S. tax preparation beyond basic data entry.
- Are highly accurate and detail-oriented.
- Stay organized when managing multiple clients and deadlines.
- Can interpret tax rules and explain their practical implications clearly.
- Proactively identify potential compliance issues.
- Remain dependable during high-volume tax periods.
- Maintain organized workpapers and supporting documentation.
- Take ownership of filings from preparation through submission and follow-up.
What a Typical Day Looks Like
Your day may include:
- Reviewing upcoming federal and state filing deadlines.
- Preparing individual, corporate, or partnership tax returns.
- Reviewing financial records and supporting schedules.
- Identifying applicable deductions and credits.
- Preparing estimated tax payments or extensions.
- Researching federal or state tax requirements.
- Responding to IRS or state notices.
- Reconciling tax schedules against accounting records.
- Coordinating with accounting teams, CPAs, or clients.
- Documenting tax positions and maintaining audit-ready records.
- Reviewing completed returns for accuracy before filing.
In short: you ensure tax filings are accurate, compliant, timely, and supported by organized documentation while helping identify legitimate opportunities for tax efficiency.
Key Metrics for Success
- 100% of tax filings completed accurately and on time.
- Zero avoidable compliance penalties or missed deadlines.
- Accurate and complete tax workpapers.
- Timely resolution of IRS and state notices.
- Organized, audit-ready tax documentation.
- Strong client and leadership satisfaction.
- Identification of applicable tax-saving opportunities.
- Consistent execution during high-volume filing periods.
Why This Role Stands Out
- Full ownership across U.S. tax preparation and compliance.
- Exposure to both individual and business taxation.
- Opportunity to develop expertise across federal and multi-state tax matters.
- Direct collaboration with finance, accounting, and tax leadership.
- Exposure to tax planning and advisory work beyond return preparation.
- Fully remote environment.
- Strong potential for growth into:
- Senior Tax Specialist
- Tax Manager
- Tax Advisor
- Tax Operations Lead
Spark Hire Intro Video
As part of the application process, you’ll be asked to complete a short Spark Hire intro video.
We’d like to hear about:
- Your experience preparing U.S. federal and state tax returns.
- Which returns you have personally prepared, particularly Forms 1040, 1120, and 1065.
- The tax preparation software you have used, such as UltraTax, Lacerte, ProSeries, or Drake.
- Your experience managing multiple clients and filing deadlines during tax season.
- Your exposure to multi-state taxation.
- An example of a tax issue, discrepancy, or notice you researched and helped resolve.
- Your experience identifying deductions, credits, or other legitimate tax-saving opportunities.
- Any experience you have with sales tax, payroll tax, or property tax filings.
- Any exposure to high-net-worth, closely held business, or international tax matters.
- How you review your work to ensure accuracy before a return is filed.
Keep your responses clear, concise, and conversational. We’re particularly interested in your hands-on U.S. tax experience, technical knowledge, attention to detail, and ability to communicate tax matters clearly.
Completion of the Spark Hire intro video is required for your application to be considered.
Interview Process
- Initial Phone Screen
- Spark Hire Intro Video
- Video Interview with Pavago Recruiter
- Practical Tax Assessment
- Client Interview with Finance/Tax Leadership
- Offer & Background Verification
Apply Now
If you have strong U.S. tax preparation and compliance experience, are comfortable preparing individual and business returns, and take pride in accurate, deadline-driven work, we’d love to hear from you.
Apply today and complete the required Spark Hire intro video to move forward in the hiring process.
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