Tax Compliance Senior Associate
At a glance
Senior Tax role at Driven Advisors. Guaynabo · full-time.
Pay not stated Tax salary
financeroles summary, based on the employer's posting.
What you'll do
- Research Puerto Rico and U.S. tax issues to support planning and consulting work
- Review or prepare tax returns for individuals, estates, trusts and business entities
- Coordinate engagement plans and deadlines with managers, and help organize client projects
- Guide assigned tax staff, check engagement documents and identify risks with proposed solutions
- Work with government agencies on tax matters and build strong client relationships
What you bring
- A BBA in Accounting is required for this role
- You have two to four years of experience working as tax staff
- You communicate effectively in both English and Spanish, in writing and conversation
Who this fits
This senior associate role combines hands-on return work with staff supervision and coordination alongside managers. It is based in Guaynabo, Puerto Rico.
From the employer
Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which companies and their teams see numbers, driving opportunities for change and growth. Our work are defined by a relentless passion to solve your most complex business problems.
Objectives:
Knowledge in tax and accounting research. Able to perform research in related matters (PR & USA) in order to conduct tax planning and consulting services.
Supervise tax staff assigned to the engagements.
Assist managers in coordinating client projects.
Coordinates with manager the engagement planning and execution according to the expected deliverables and timetables.
Review and/or prepare PR and Federal tax returns for individuals, estates, trust, and all types of entities.
Develops the documentation and reviewing techniques according to the engagement schedule.
Effectively identify risk and/or issues and provide solutions to the engagement.
Deal with governmental agencies to address tax matters.
Develop quality client relationships and loyalties.
Education, Training and/or Experience Required
This position requires a BBA in Accounting. Minimum two (2) to four (4) years of experience as a tax staff.
Language, Skills and Knowledge
Ability to read, analyzes, and interprets common and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top managers, public groups, and/or boards of directors. Ability to calculate figures, rates, ratios, and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra and geometry. Ability to work with several projects at a time and have attention to detail. Ability to effectively communicate, verbal and written, in both, English and Spanish.
Employee Benefits: 401k, Holidays, Vacation days, sick days, holidays.
EEO
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