Tax Manager - Bi-Lingual (Spanish / English

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

Competitive Salary
Benefits
Retirement plan
PTO

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