Remote CPA/Tax Preparer

Tax Specialist (U.Tax Compliance, Preparation & Tax Planning) – Remote | U.Hours Position Type: Full-Time, Remote

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 across individual and business entities.

This is a hands-on tax role requiring strong knowledge of U.S. federal and state taxation, IRS requirements, individual and business tax returns, and tax compliance .

Managing federal, state, and multi-state tax compliance

Handling quarterly estimated taxes and extensions

Researching changing tax laws and IRS guidance

Responding to tax notices and supporting audits

Identifying deductions, credits, and tax-saving opportunities

Maintaining accurate, audit-ready tax documentation

S. tax preparation and compliance and can balance technical accuracy, deadlines, and tax planning, this role is a strong fit.

Tax Preparation & Filing Prepare and review individual tax returns (Form 1040)

Prepare and review corporate tax returns (Form 1120)

Prepare and review partnership returns (Form 1065)

Calculate and coordinate quarterly estimated tax payments

Prepare and file tax extensions

Maintain organized tax calendars and filing schedules

Federal, State & Multi-State Tax Compliance Monitor changes to:

Federal tax laws

State and local tax requirements

Support multi-state tax requirements

Payroll tax

Sales tax

Property tax

Identify potential compliance risks before they result in penalties or missed deadlines

Maintain accurate supporting records for tax filings

Tax Planning & Advisory Analyze financial information to identify potential:

Tax deductions

Credits

Tax-saving opportunities

Support tax-efficient transaction planning

Research tax implications of business and financial decisions

Clearly communicate tax considerations and compliance requirements

Assist with international tax matters when applicable, including:

Transfer pricing

IRS Notices, Audits & Tax Inquiries Review and respond to IRS and state tax notices

Prepare documentation for audits and regulatory inquiries

Maintain organized, audit-ready tax schedules and supporting files

Tax Research & Documentation Research tax regulations, IRS guidance, and filing requirements

Document tax positions and assumptions used in filings

Keep tax compliance procedures and documentation current

Ensure records are complete, accessible, and audit-ready

Accounting & Finance Collaboration Work closely with accounting and finance teams

Support month-end and year-end close activities when tax input is required

Ensure alignment between financial statements and tax reporting

Finance leadership

Auditors

Tax advisors

Resolve discrepancies between accounting records and tax filings

S. tax preparation, tax compliance, or tax accounting experience

S. federal tax law

State tax compliance

Hands-on experience preparing individual and business tax returns

Experience using professional tax software such as:

Similar professional tax platforms

Familiarity with IRS e-filing systems and state tax portals

Strong Excel or Google Sheets skills

Strong reconciliation and analytical abilities

Strong written and verbal English communication skills

Nice to Have CPA or Enrolled Agent (EA) certification

Multi-state tax experience

International tax exposure

Familiarity with FBAR, FATCA, or transfer pricing

High-net-worth individuals

Experience handling IRS or state audits and notices

based accounting or tax teams

Stay current with changing tax laws and regulations

Can research complex tax questions independently

Proactively identify compliance risks

Look for legitimate opportunities to improve tax efficiency

Can explain complex tax concepts clearly to non-tax stakeholders

Maintain clean, organized, audit-ready documentation

Preparing individual, corporate, and partnership tax returns

Reviewing tax schedules and reconciliations

Calculating estimated tax payments

Researching federal or state tax requirements

Analyzing financial records for deductions and tax-planning opportunities

Coordinating with accounting and finance teams

Maintaining audit-ready tax documentation

Monitoring changes in tax laws and IRS guidance

You ensure tax filings are accurate and timely, compliance risks are controlled, and legitimate tax-planning opportunities are identified.

Key Metrics for Success 100% on-time completion of required tax filings

Accuracy of tax returns, schedules, and reconciliations

Strong audit readiness and documentation quality

Identification of legitimate tax-saving opportunities

Positive feedback from clients, leadership, auditors, and tax stakeholders

Why This Role Stands Out High-impact role across tax, finance, and compliance

Opportunity to work across multiple entities and tax structures

Exposure to federal, state, and potentially international tax matters

Opportunity to contribute to both tax compliance and planning

Direct collaboration with finance leadership and external advisors

Fully remote working environment

Long-term growth potential within Tax, Accounting, Finance, and Tax Advisory

Interview Process Initial Phone Screen

Spark Hire Intro Video

Video Interview with Pavago Recruiter

Practical Tax Assessment

Client Interview with Finance/Tax Leadership