General Purpose of the Position
Tax Seniors Associates are responsible for oversight and assignment of the engagement to the Tax Associate Staffs. Perform tax research and consultations on PR and US tax matters assigned. Assistance with the management of the engagement. Regularly communicates with clients and Governmental agencies. Perform most engagements with little supervision. Assists with other responsibilities as requested.
Principal Responsibilities
- Supervises Tax Associate Staffs
- Coordinates with Tax Manager on engagement, planning and execution of projects according to expected deliverables and timetables.
- Assists Managers in coordinating client projects and assigns projects and assignments to the appropriate Tax Associates.
- Assist in administrative matters, including billings and collections.
- Ensure appropriate documentation is maintained for all work done including proper filing in GFR following Firm guidelines.
- Communicates with required governmental agencies on all tax matters.
- Develops client relationships and begins to identify needs the client may not recognize.
- Effectively builds relationships and shares knowledge & skills with coworkers to encourage a culture of Teamwork and collaboration.
- Establishes an inclusive work environment based on trust & mutual respect with the goal of achieving a positive and rewarding experience.
- Performs detailed analytical research on subject matters related to Puerto Rico and US tax & accounting laws & regulations to proactively provide accurate, efficient planning and consulting services.
- Develops documentation and effective review techniques according to the assigned projects.
- Participates in Firm’ business efforts by assisting managers and directors on proposals for new clients, engagement letters and identifying potential services for existing clients.
- Participate in in-house learning and training sessions writing content or as an instructor.
- Coaches associates and interns in their overall career progression; delivers prompt constructive feedback.
- Delegates tasks effectively, manages assignments of self and others focusing on completion of work within budget.
- Charges all hours appropriately for self and makes sure team members are fully utilized.
- Properly identifies associated risks and provides effective solutions
Education, Training and/or Experience Required
This position requires a BBA in Accounting, Finance or Related fields. Minimum three (3) to five (5) years of Experience as a Tax Associate Staff. MBA in Accounting, finance, economics or other related fields preferred.
General Competencies
- Has effective time-management, analytical and problem-solving skills
- Is proficient with tax, accounting, and other software programs, including Microsoft applications.
- Ability to read, analyze, and interpret common and technical journals, financial reports, and legal documents.
- Possesses excellent verbal, oral and written communication skills both in Spanish and English.
- Ability to work with several projects at a time.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Is a self-starter who works efficiently, remains attentive and completes assignments in a timely manner.
- Promotes diversity and demonstrates inclusive behavior, such as working with teammates from different backgrounds.
- Approaches changes with flexibility and an open mind, treating new situations as opportunities for learning and growth; “Outside the Box” approach.
- Demonstrates high ethical and professional standards.
- May be required to pass criminal background check.
Core Competencies
- Has expert knowledge of all the Firm’s policies & procedures, as well as accounting, research, analytics, tax laws and regulatory matters.
- Stays current on all tax laws, regulations and guidance issued by the Puerto Rico Treasury Department, the Internal Revenue Service, and other governing agencies.
- Knowledge of the Puerto Rico Tax Incentives Code.
- Has a working knowledge of all reference sources available to Driven (i.e. RIA Checkpoint, BNA Tax).
- Knowledge of SURI platform.
- Understands the PR and US tax compliance process.
Language, Skills and Knowledge
This person operates as a key front-line representative of Driven, initiating contact and interacting with customers, company personnel, and third parties. Must project a mature and well-balanced personality coupled with the ability to handle multiple priorities (multi-tasking). Constructive and effective time management plus the ability to work independently and exercise discretion are necessary. Impeccable manners, punctuality, reliability, confidentiality, attention to detail and empathy are critical success factors. Able to manage a busy workload and to complete daily work on time with none or few mistakes. Must be a person of high ethical standards. Impeccable manners, punctuality, reliability, attention to detail and empathy are critical success factors.
Reasoning Abilities
The employee must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form, and to deal with problems involving several concrete variables in standardized situations. Must have good judgment and effective problem-solving 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. Most of the working time will be spent seated, talking or hearing.
Work Environment
- CPA office environment, which may at times include a fast-paced work atmosphere, frequent phone calls and moderate noise levels.
- Shifts may include working long hours, holidays, and weekends to complete assigned projects and make deadlines.
- Non-smoking environment
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.
