Tax Associate

Key Responsibilities

• Prepare individual, corporate, partnership, and other applicable tax returns in accordance with current tax regulations.
• Assist with quarterly and annual tax compliance requirements for assigned clients.
• Prepare supporting schedules, reconciliations, and documentation related to tax filings.
• Research Puerto Rico and U.S. tax laws, regulations, and guidance as needed for client engagements.
• Assist with tax estimates, extensions, and other tax-related filings and compliance matters.
• Review financial information and supporting documentation to identify potential tax issues or discrepancies.
• Communicate with clients to request documentation, clarify information, and follow up on outstanding tax matters.
• Assist senior team members with tax planning, consulting projects, and responses to government tax notices or inquiries.
• Maintain organized workpapers and documentation in accordance with firm standards.
• Support multiple client engagements while meeting established deadlines and billing requirements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–2 years of tax experience, preferably within a public accounting firm.
• Knowledge of Puerto Rico and/or U.S. tax compliance and regulations.
• Experience preparing tax returns and supporting tax schedules.
• Proficiency in Microsoft Office, particularly Excel.
• Bilingual in Spanish and English, with strong verbal and written communication skills.
• Ability to manage multiple assignments and deadlines during peak tax periods.

Benefits

• Billing and billable-hours bonuses, approximately $3,000–$7,000 annually.
• Medical Insurance Plan.
• Compensatory Time.
• Profit Sharing Plan.
• $3,000 CPA Bonus for employees actively planning to pursue the CPA designation.
• 15 vacation days and 14 sick days.
• Paid Holidays.
• Additional employee benefits and incentives.