Senior Associate

General Purpose of the Position

Perform most engagements with little supervision. Direct and review the work of tax staff accountants and is capable of making decisions on some tax matters. When unusual situations arise, present the pertinent information to the engagement manager and consult to solve them.

Principal Responsibilities

  1. Knowledge of BDO’s policies and procedures, also those specific to tax matters.
  2. Knowledge in tax and accounting research, including knowledge of the reference sources available to BDO. Is able to perform research in related matters (PR & USA) in order to conduct tax planning and consulting services.
  3. Supervise tax staff assigned to the engagements.
  4. Assist managers in coordinating client projects.
  5. Coordinates with manager the engagement planning and execution according to the expected deliverables and timetables.
  6. Review and/or prepare PR and Federal tax returns for individuals, estates, trust, and all types of entities.
  7. Develops the documentation and reviewing techniques according to the engagement schedule.
  8. Effectively identify risk and/or issues and provide solutions to the engagement.
  9. Deal with governmental agencies to address tax matters.
  10. Develop quality client relationships and loyalties.
  11. Any other related assigned general task to tax positions in BDO.

Education, Training and/or Experience Required

This position requires a BBA in Accounting.  Minimum two (2) to four (4) years of experience as a tax staff. 

Language, Skills and Knowledge

Must project a mature and well-balanced personality.  Ability to read, analyzes, and interprets common and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top managers, public groups, and/or boards of directors. Ability to calculate figures, rates, ratios, and amounts such as discounts, interest, commissions, proportions, and percentages.  Ability to apply concepts of basic algebra and geometry.  Ability to work with several projects at a time and have attention to detail. Ability to effectively communicate, verbal and written, in both, English and Spanish, and to work under pressure. 

Able to manage a busy work load 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.  Computer literacy and proficiency in Microsoft applications (i.e. Word, Excel, PowerPoint, Outlook, etc) is needed.  

Knowledge of BDO’s policies and procedures, and also those specific to tax matters. Possess knowledge in tax and accounting research, including knowledge of the reference sources available to the firm. Possess technical knowledge sufficient to work independently.

General Competencies

  1. Provide effective on the job training to staff assigned.
  2. Low level of supervision required.
  3. Superior client relationship management skills.
  4. Receive reduce manager coaching to complete assignment.
  5. In process of developing ability to identify client opportunities.
  6. Demonstrate high ethical and professional behavior. 
  7. Apply information technology skills.
  8. Advance ability to manage various task and clients at the same time.
  9. Superior client relationship management skills.
  10. Demonstrate commitment excellence.
  11. Uses Firm’s resources from all departments efficiently.
  12. Business management knowledge and skills with national and international perspective.

Core Competencies

  1. Advance knowledge in PR and US taxes.
  2. Advanced ability to manage all tax return process.
  3. Identify risk and/or issues and provides solutions.
  4. Superior documentation and reviewing techniques.
  5. Superior research and critical analytical skills for taxes problem solving.

Reasoning Abilities

The incumbent must be able to define problems, collect data, establish facts, and draw valid conclusions.  Also, able to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 

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

This position usually performs in an office environment under normal conditions and exposed to moderate noise typical for work environment.


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.

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