Overview Plan, coordinate and review tax compliance engagements to ensure they are executed properly and in accordance with firm policy, tax return deadlines and client agreements. Supervise, coach and mentor tax staff. Develop and maintain client relationships. Responsibilities Responsible for planning, supervising, and completing tax compliance engagements in a wide variety of industries. Plan the timing and assigning of staff to engagements, involving analysis of staff abilities and allocation of management time for assisting and training staff. Assure client list tax return deadline compliance and ensure engagement terms are met. Serve as intermediary between partners, clients, and tax seniors. Conduct primary and secondary review of complicated federal and state income tax returns including corporate, partnership, fiduciary and individual clients and manage consulting work. Analyze technical issues and collaborate closely with partners and staff to provide excellent client service. Review engagement work papers, resolve problems, and keep the partner informed of all important developments. Prepare client billings and assist with collections when appropriate. Evaluate the performance of tax professionals as required by firm policy. Facilitate the professional development and technical knowledge of staff. Develop new client contacts and relationships beneficial to the firm, including professional, civic, and community service contacts. Assist in administrative functions as assigned by the partners. Recognize opportunities to provide additional services to existing clients. Perform research in tax related matters (PR & USA Taxes) to conduct tax planning and consulting services. Review resumes and conduct interviews for the recruitment of candidates. Effectively administer the budgeted hours assigned to consulting tasks. Develop documentation and review techniques according to the consulting schedule. Effectively identify risk and issues and provide solutions to the engagement. Qualifications BBA in Accounting and CPA licensed required. Master’s or Law degree in Taxation is a plus. Minimum three (3) years experience as a senior tax accountant in a CPA firm and current technical knowledge in tax law. Strong skills in identifying and resolving tax compliance issues and strong attention to detail. Ability to manage multiple engagements and competing priorities is critical. Strong interest in mentoring staff. Excellent communications and organization skills. Language, Skills and Knowledge Excellent communications and organization skills. Mature, well‑balanced personality. Fluency in Spanish and English. Ability to read, analyze, and interpret technical procedures or governmental regulations. Write reports and business correspondence. Effectively present information in one‑on‑one and small group situations. Calculate figures and amounts such as discounts, interest, commissions, and percentages. Apply concepts of basic algebra and geometry. Work on several projects simultaneously with attention to detail. High ethical standards, punctuality, reliability, empathy. Computer literacy in Microsoft Word, Excel, PowerPoint, Outlook, and other applications. Core Competencies Superior research and critical analytical skills for audit problem solving. Advanced knowledge in PR and US taxes. Manage all aspects of tasks, including time and departmental budgets. Identify risk and issues and provide solutions. Advanced documentation and review techniques. Complete understanding of firm’s tax process and best practices. Advanced report writing skills. Equipment Used PC/laptop, telephone, calculator, photocopier, scanner, facsimile, e‑mail. Physical Demands The position requires normal physical effort when standing, walking, and/or using office equipment. The position usually performs in an office environment under normal conditions. Disclaimer The above statements are intended to describe the general nature and level of work performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Asset & Wealth Management - Tax Senior Manager We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr