Tax Manager - Bi-Lingual (Spanish / English at Jobot

San Juan, PR 00901

About the Job

Boutique Tax Firm looking for a Tax Manager

This Jobot Job is hosted by: Victoria Casal
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $70,000 - $90,000 per year

A bit about us:

Small boutique tax firm located in Texas - Opening a Puerto Rico based office

Why join us?

Competitive Salary
Benefits
Retirement plan
PTO

Job Details

Job Details:
We are seeking a dynamic and experienced Bi-Lingual (Spanish / English) Permanent Tax Manager with a strong background. The ideal candidate will be responsible for managing all tax-related activities, including tax planning, compliance, and advisory services. You will be the go-to expert for all tax-related matters and will play a crucial role in our financial planning. This position requires a deep understanding of Puerto Rico and US tax laws and proficiency in using Thomson Reuters.

Responsibilities:

Manage client relationships
Identify potential tax planning opportunities
Collaborate with firm director and other tax managers on unclear tax laws and potential planning opportunities
Tax return review
Client Communications, Puerto Rico Department of the Treasury Representation, and IRS Representation (as assigned)
Budget Review w/Practice Manager & Firm Director
Help implement efficiencies to ensure projects are within budgeted time
Implementation of scope of client project
Ensure consistency in tax return and accounting deliverables
Process and/or review highly complex individual & business returns
Research / resolve tax issues and implement creative ideas
Cost benefit analysis
Tax Pro Client Management – Quarterly Review of Books, Tax Projections, Calls and in-person meetings with client to review & project potential tax liabilities
Coordinate tasks ranging from basic accounting and bookkeeping to complex entity structuring
Communicate options and alternative scenarios to clients to provide value
Review financial records, including ledgers, journals, and reconciliations
Future responsibilities based on growth/scale
Staff training and development
Delegate return preparation to the most cost-effective staff

Qualifications:

Bachelor’s degree in accounting or related field; master’s degree preferred
Minimum 4+ years of experience in tax and advisory
In-depth knowledge of Puerto Rico and U.S. tax laws
MUST HAVE Experience with ACT 60
Strong analytical and problem-solving skills
Bilingual in English and Spanish
Proficiency in tax and accounting software (Thomson Reuters preferred)
Excellent attention to detail and organizational skills
CPA/EA/Attorney or working towards certification is a plus

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.