Talent.com
Tax Specialist

Tax Specialist

PavagoMilwaukee, WI, US
2 days ago
Job type
  • Full-time
Job description

Tax Specialist

Position Type : Full-Time, Remote

Working Hours : U.S. client business hours (with flexibility for seasonal tax deadlines and filings)

About the Role :

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.
  • What Makes You a Perfect Fit :

  • 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.
  • Required Experience & Skills (Minimum) :

  • 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.
  • What Does a Typical Day Look Like?

    A Tax Specialist's day revolves around preparing filings, monitoring compliance, and advising on tax strategy. You will :

  • Review deadlines and ensure all client filings are on track.
  • Prepare or review returns for individuals and businesses.
  • Analyze financial records for deductions, credits, and optimization opportunities.
  • Respond to IRS / state notices or client questions regarding tax obligations.
  • Document assumptions and maintain audit-ready records.
  • Collaborate with finance / accounting teams to align tax data with financial reporting.
  • In essence : you ensure taxes are filed correctly, risks are minimized, and opportunities for savings are identified.

    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
  • Create a job alert for this search

    Tax Specialist • Milwaukee, WI, US

    Related jobs
    • Promoted
    Tax Analyst

    Tax Analyst

    Rite-Hite CompanyMilwaukee, WI, United States
    Full-time
    Our innovative products and world class sales organization ensure solid, consistent growth, both for our company and our staff. We are always looking ahead to develop innovative new products and ser...Show moreLast updated: 13 days ago
    • Promoted
    Tax Manager, Private Funds

    Tax Manager, Private Funds

    Cohen & CompanyMilwaukee, WI, US
    Full-time
    Are you a tax professional ready to take the next step in your career? If you have experience with private funds and enjoy leading teams, building client relationships, and creating meaningful impa...Show moreLast updated: 8 days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Wipfli Advisory LLCMilwaukee, WI, United States
    Full-time
    At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show moreLast updated: 7 days ago
    Experienced Tax Senior Needed

    Experienced Tax Senior Needed

    GpacMilwaukee, Wisconsin, United States
    Full-time
    Quick Apply
    Gpac houses a team of professional Recruiters who specialize in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy f...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, Tax

    Senior Manager, Tax

    RelativityMilwaukee, WI, United States
    Full-time
    Join our dynamic Tax team, where strategic thinking meets operational excellence.As a Senior Manager, Tax, you'll lead a high-performing group responsible for delivering accurate and timely tax pro...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Professional - Franchise Location

    Tax Professional - Franchise Location

    H&R BlockHartford, WI, US
    Full-time
    Seasonal Experienced Tax Professional.As you inspire people to make confident, informed decisions about their lives, careers, and money, youll build client relationships that will grow stronger eve...Show moreLast updated: 30+ days ago
    • Promoted
    Travel CT Technologist

    Travel CT Technologist

    HonorVet TechnologiesPleasant Prairie, WI, US
    Full-time
    HonorVet Technologies is seeking a travel CT Technologist for a travel job in Pleasant Prairie, Wisconsin.Job Description & Requirements. Weeks | Day 3x12-Hour (09 : 00 – 21 : 00).Blocked sche...Show moreLast updated: 30+ days ago
    Lead Accountant & Tax Specialist

    Lead Accountant & Tax Specialist

    White Tiger ConnectionsMilwaukee, WI, us
    Full-time
    Quick Apply
    Our client is a rapidly growing tax, accounting, insurance, and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to individuals and businesses.With a ...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    KomatsuMilwaukee, WI, United States
    Full-time
    Milwaukee, Wisconsin, USA, 53204-2941.Join Komatsu and Be Part of Something Big!.We have an exciting opportunity for a Tax Manager to join our team in Milwaukee, WI (South Harbor District).The Tax ...Show moreLast updated: 7 days ago
    • Promoted
    Tax Manager

    Tax Manager

    Hawkins Ash CPAsMequon, WI, United States
    Full-time
    At Hawkins Ash CPAs, we place value on.We celebrate and encourage both personal and professional growth and empower leaders. We cultivate and preserve a strong culture of inclusivity - where everyon...Show moreLast updated: 7 days ago
    • Promoted
    Tax Manager

    Tax Manager

    SVA IncBrookfield, WI, United States
    Full-time
    At SVA, we're more than just a firm; we're a community dedicated to helping our employees, clients, and the world around us thrive. We're looking for a high-performing.If you're ready to embrace a c...Show moreLast updated: 7 days ago
    • Promoted
    Tax Manager

    Tax Manager

    Truity PartnersWaukesha, WI, United States
    Full-time
    Our client in the greater Milwaukee area is looking for a.This client is looking for someone with 5+ years of tax experience, public accounting experience, and someone who is a self-starter! This c...Show moreLast updated: 7 days ago
    • Promoted
    Senior Indirect Tax Analyst

    Senior Indirect Tax Analyst

    Modine Manufacturing CompanyRacine, WI, United States
    Full-time
    Job Posting Location : Racine, WI.Remote, Onsite or Hybrid? : Hybrid.At Modine, we are engineering a cleaner, healthier world. Building on more than 100 years of excellence in thermal management, we p...Show moreLast updated: 7 days ago
    • Promoted
    Tax Analyst

    Tax Analyst

    Truity PartnersMilwaukee, WI, United States
    Full-time
    Our client is an organization in the Milwaukee area looking for a.Our client is looking for someone with 1-3 years’ experience, strong data analytical skills and great interpersonal skills.Particip...Show moreLast updated: 4 days ago
    • Promoted
    Tax Manager

    Tax Manager

    JobotRacine, WI, United States
    Full-time
    We are a dynamic and growing organization seeking a talented Tax Manager to join our team in Racine, WI.Our focus is on providing exceptional tax planning, compliance, and advisory services while f...Show moreLast updated: 7 days ago
    • Promoted
    Travel CT Technologist

    Travel CT Technologist

    PS CompaniesWest Bend, WI, US
    Full-time
    PS Companies is seeking a travel CT Technologist for a travel job in West Bend, Wisconsin.Job Description & Requirements. PS Companies is seeking an experienced CTTech for an opening based in We...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Analyst

    Tax Analyst

    Rite-HiteMilwaukee, WI, United States
    Full-time
    Our innovative products and world class sales organization ensure solid, consistent growth, both for our company and our staff. We are always looking ahead to develop innovative new products and ser...Show moreLast updated: 7 days ago
    • Promoted
    Tax Senior, Registered Investment Companies (RICs)

    Tax Senior, Registered Investment Companies (RICs)

    Cohen & CompanyMilwaukee, WI, US
    Full-time
    Senior On Our Registered Investment Company (RIC) Tax Team.Are you a tax professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a...Show moreLast updated: 30+ days ago