Tax Specialist

• Prepare accurate federal, state, and local U.S. tax returns
• Prepare individual income tax returns, including Form 1040 and related schedules
• Prepare business tax returns, including Forms 1065, 1120, and 1120-S
• Assist with fiduciary, estate, gift, nonprofit, payroll, or sales tax filings as required
• Enter and validate tax data using professional tax preparation software
• Review prior-year returns and identify carryforwards, elections, credits, and reporting requirements
• Calculate taxable income, deductions, credits, estimated tax payments, and liabilities
• Prepare extensions, estimated tax calculations, amended returns, and corrective filings
• Complete multistate returns and related schedules
• Organize tax documents, financial statements, trial balances, and supporting schedules
• Prepare review-ready tax workpapers and book-to-tax reconciliations
• Reconcile tax information to accounting records, payroll reports, bank statements, and prior-year returns
• Track missing client information and maintain organized electronic tax files
• Conduct federal and state tax research and summarize findings
• Monitor tax-law changes, filing requirements, forms, and compliance procedures
• Assist with tax notices, correspondence, penalty inquiries, and document requests
• Maintain filing calendars and monitor deadlines
• Assist with electronic filing and resolve rejected filing issues
• Support tax projections, quarterly estimates, planning schedules, and advisory projects
• Communicate with U.S. clients, tax professionals, and internal teams
• Provide updates on return status, outstanding requirements, review notes, and deadlines
• Coordinate with bookkeepers and accountants to resolve discrepancies
• Manage assigned returns and projects according to priorities and turnaround times
• Protect confidential taxpayer information and escalate complex tax positions

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field
• Previous experience in U.S. tax preparation, tax compliance, public accounting, or a related role
• Practical experience preparing U.S. federal and state tax returns
• Experience working with individual returns is required or strongly preferred, depending on the client assignment
• Familiarity with U.S. tax forms, including Forms 1040, 1065, 1120, and 1120-S
• Understanding of basic U.S. federal income tax principles and common state filing requirements
• Knowledge of tax workpaper preparation, book-to-tax adjustments, and tax return reconciliation
• Proficiency in Microsoft Excel, including formulas, lookups, filters, and data organization
• Strong written and verbal English communication skills
• Excellent analytical, organizational, and problem-solving abilities
• High level of accuracy and attention to detail
• Ability to interpret tax documents and identify missing or inconsistent information
• Ability to manage multiple engagements and meet strict filing deadlines
• Willingness to work additional hours during peak tax periods, subject to employment terms and client requirements
• Ability to work independently while maintaining regular communication with the assigned client and internal team
• Willingness and ability to work hours aligned with the assigned U.S. client
• Reliable internet connection and a professional remote-work environment

• Structured training, coaching, and performance feedback
• Opportunities for professional growth
• Competitive compensation
• Opportunities for career advancement
• Remote work arrangement
• Global and expanding business environment
• Collaboration with bookkeeping, accounting, finance, operations, and client service teams
• Development of expertise in bookkeeping software, financial systems, and U.S. accounting processes