Tax Analyst
At a glance
Mid-level Tax role at Plata Card. Mexico.
Pay not stated Tax Analyst salary
financeroles summary, based on the employer's posting.
What you'll do
- Prepare and check monthly and annual income tax, VAT and withholding returns
- Determine how financial earnings, service charges, leases and other banking products should be taxed
- Check vendor and customer deductions, incoming CFDIs, and income figures used for tax reporting
- Maintain supporting tax records by category and document positions for SAT or CNBV reviews
- Help with transfer pricing documentation and advise on tax rules for new financial products
What you bring
- A bachelor's degree in Accounting
- Four to six years of tax work, preferably in banking or at a Big Four firm
- Strong knowledge of Mexican tax law and relevant banking rules
- Experience with SAT platforms, withholding taxes and tax-accounting reconciliations
Who this fits
This role suits a mid-level tax professional who can handle recurring compliance work alongside product advice and audit preparation. You’ll support banking tax matters, including financial-product treatment, transfer pricing and reviews by SAT or CNBV.
From the employer
TAX ANALYST
The primary focus of this role is to provide technical and operational support in the bank's tax compliance, ensuring accurate tax determination, regulatory compliance, documentation control, and readiness for tax audits.
We're looking for a profile with 4–6 years of tax experience (ideally in banking or Big 4), strong knowledge of Mexican tax laws, and solid skills in SAT platforms and reconciliations. The role supports tax compliance, audit readiness, CFDI reviews, and advisory on financial products.
Challenges that await you:
- Prepare and review monthly and annual tax returns (Income Tax, VAT, withholdings).
- Review the tax treatment of financial income, fees, leases, and other banking products.
- Oversee tax withholdings applicable to vendors and clients.
- Review incoming CFDIs for compliance: tax requirements, deductibility, withholdings, and payment method.
- Reconcile accrued vs. recognized income for tax reporting purposes.
- Build and maintain a tax-specific defense file by tax type.
- Document internal tax positions and provide support during SAT or CNBV audits.
- Assist with transfer pricing compliance (annexes, functional analysis).
- Provide internal tax advisory on new financial products and regulatory compliance.
What makes you a great fit:
- Bachelor's degree in Accounting.
- 4–6 years of experience in tax, preferably in banking or a Big 4 firm in the bank sector.
- Strong knowledge of Mexican tax legislation and applicable banking regulations.
- Proficient in SAT platforms, tax withholdings, and tax-accounting reconciliations.
Our ways of working:
- Innovative Spirit: A commitment to creativity and groundbreaking solutions.
- Honest Feedback: valuing open, transparent communication.
- Supportive Team: a strong, collaborative community.
- Celebrating Achievements: recognizing our wins together.
- High-Tech Environment: a team full of smart and revolutionary people who dare to challenge the status quo of incumbent finances.
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