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Role Description

Our client is seeking a Tax Specialist to prepare and review tax filings, ensure compliance with federal, state, and local regulations, and support clients with tax planning initiatives. This role requires technical expertise in tax law, attention to detail, and the ability to communicate complex regulations clearly. The Tax Specialist ensures tax returns are filed accurately and on time, while also identifying opportunities to improve efficiency or reduce liabilities.

Responsibilities

• Tax Preparation & Filing:
  • Prepare and review individual, corporate, and partnership tax returns (Forms 1040, 1120, 1065).
  • File quarterly estimated payments and extensions.
  • Ensure all returns are filed on time and in compliance with IRS and state regulations.
• Compliance Monitoring:
  • Track changing tax laws, regulations, and IRS guidance.
  • Ensure compliance with multi-state, federal, and local requirements.
  • Assist with sales tax, payroll tax, and property tax filings where applicable.
• Advisory & Planning:
  • Provide guidance on tax-efficient strategies and credits/deductions.
  • Advise on structuring transactions to minimize liability.
  • Assist with international tax issues (if applicable, e.g., transfer pricing, FBAR/FATCA).
• Audit Support:
  • Prepare documentation for IRS/state audits.
  • Respond to tax notices and inquiries.
  • Maintain organized, audit-ready records.
• Collaboration:
  • Work closely with finance and accounting teams during month-end and year-end close.
  • Partner with external CPAs, auditors, or advisors as needed.
• Documentation & Process:
  • Maintain updated SOPs for tax compliance processes.
  • Document tax positions and assumptions used in filings.

Qualifications

• Deep knowledge of U.S. tax codes and filing requirements.
• Strong analytical and problem-solving skills.
• Organized and detail-oriented, especially under deadline pressure.
• Clear communicator who can translate tax law into business implications.

Requirements

• 3+ years of experience in tax preparation and compliance.
• Proficiency with tax software (UltraTax, ProSeries, Drake, Lacerte, or equivalent).
• Familiarity with IRS e-filing systems and state portals.
• Strong Excel/Google Sheets skills for reconciliations and reporting.

Ideal Experience & Skills

• CPA, EA (Enrolled Agent), or Master’s in Taxation.
• Multi-state and international tax exposure.
• Industry background in professional services, SaaS, or real estate.
• Familiarity with tax planning for high-net-worth individuals or closely held businesses.

Key Metrics for Success (KPIs)

• 100% of tax filings completed accurately and on time.
• Zero compliance penalties or missed deadlines.
• Positive feedback from clients and auditors on accuracy and clarity.
• Documented and accessible tax records for all filings.
• Identification and realization of tax savings opportunities.

Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Task (e.g., prepare a sample tax return scenario or reconcile tax schedules)
• Client Interview with Finance/Tax Leadership
• Offer & Background Verification