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 document:
Tax positions
Assumptions
Filing support
Compliance processes Cross-Functional Collaboration
Work closely with:
Accounting teams
Finance leadership
External CPAs
Auditors
Support month-end and year-end close activities
Ensure alignment between tax reporting and financial reporting What Makes You a Strong Fit
You are highly detail-oriented and deadline-driven
You can explain complex tax concepts clearly
You proactively identify risks and savings opportunities
You stay updated on changing tax regulations
You maintain organized and audit-ready documentation
You balance technical compliance with practical business impact Required Experience & Skills
3+ years of experience in:
Tax preparation
Tax compliance
Tax accounting
Strong understanding of:
U.S. federal tax laws
State tax compliance
IRS filing requirements
Experience using tax software such as:
UltraTax
Drake
Lacerte
ProSeries
Or equivalent
Familiarity with:
IRS e-filing systems
State tax portals
Strong Excel or Google Sheets skills
Strong analytical and reconciliation abilities
Excellent attention to detail and organization Nice-to-Have Experience
CPA or EA certification
Master’s in Taxation
Multi-state or international tax exposure
Experience in:
SaaS
Real estate
Professional services
High-net-worth client environments
Experience supporting closely held businesses What a Typical Day Looks Like
Review upcoming filing deadlines and priorities
Prepare and review tax returns and schedules
Analyze financial records for optimization opportunities
Respond to IRS or state notices
Coordinate with finance and accounting teams
Maintain tax documentation and audit support files
Research tax law updates and compliance requirements
In short:
You ensure taxes are filed accurately, compliance risks are minimized, and businesses remain financially optimized and audit-ready.
Key Metrics for Success (KPIs)
100% on-time tax filing completion
Zero missed deadlines or compliance penalties
Accuracy of returns and reconciliations
Audit readiness and documentation quality
Identification of tax-saving opportunities
Positive feedback from leadership, auditors, and clients Why This Role Stands Out
High-impact finance and compliance role
Opportunity to work across multiple tax entities and structures
Strong exposure to strategic tax planning and advisory
Collaborative environment with finance leadership
Remote flexibility with long-term growth potential
Opportunity to deepen expertise in multi-state and complex tax environments Interview Process
Initial Phone Screen
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 compliance experience
Enjoy solving complex tax challenges
Can manage deadlines with precision
Want to play a key role in financial operations and tax strategy This role is a strong fit for professionals who combine technical tax expertise with ownership, organization, and strategic thinking.
Pavago is a global offshore recruitment platform that specializes in sourcing, vetting, and placing elite remote talent for businesses seeking A-players at 70% lower costs than traditional hiring. The company combines AI-driven candidate sourcing with human expertise to identify and screen offshore professionals across roles including Sales, Marketing, Admin, Finance, IT Engineering, and Product. Pavago's five-step recruitment process aims to deliver vetted candidates within 21 days, offering ongoing support through payroll management, compliance assurance, training, and seamless onboarding. They serve 150+ businesses and provide flexible pricing options including annual memberships with unlimited placements and per-hire sourcing fees. The company sources talent primarily from Latin America, Pakistan, and South Africa, prioritizing candidates with experience working with U.S.-based companies.
