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Tax Planning Manager Jobs in Puerto Rico (NOW HIRING)

Deloitte

Tax Manager - Federal / Corporate Tax

San Juan, PR · On-site

$108K - $142K/yr

Are you interested in accounting for income taxes, tax advisory, tax controversy, and tax planning ... Work You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal ...

Driven Advisors

Tax Accountant

Guaynabo, PR · On-site

$65 - $90/hr

This role maintains accurate financial records, analyzes accounting data, supports tax planning ... Manage tax accounts and filings through SURI. * Perform monthly bank and account reconciliations.

Deloitte

Tax Manager - Real Estate

San Juan, PR

$108K - $142K/yr

Certified Financial Planner (CFP) * Solid understanding of real estate tax technical and ... Work You'll Do As a Tax Manager in Deloitte's Investment Management-Real Estate Tax group, you'll ...

Deloitte

Tax Manager - Private Wealth

San Juan, PR · On-site

$108K - $142K/yr

Recruiting for this role ends on May 31, 2027 Work You'll Do As a Tax Manager in our Private Wealth ... Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents

Pwc

Asset & Wealth Management Tax Manager

San Juan, PR

$99K - $266K/yr

... Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to ... Take ownership of projects, ensuring their successful planning, budgeting, execution, and ...

Copeland

Contribute to the implementation of tax planning strategies to minimize tax liabilities and ensure ... Manage the end-to-end process for country-specific tax payments, in close collaboration with AP ...

Deca Analytics

Tax Analyst Senior

San Juan, PR · On-site

$70 - $90/hr

Lead and manage complex tax engagements from planning through delivery. * Prepare and review Puerto Rico income tax returns (corporate, partnership, individual). * Develop and advise on tax ...

Electrolux

Accounting & Tax Manager

San Juan, PR · On-site

The Accounting & Tax Manager will lead the finance and accounting function, overseeing financial ... Support budgeting, forecasting, and financial planning processes. * Provide financial insights and ...

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Tax Planning Manager information

What does a tax planning manager do?

A Tax Planning Manager oversees the development and implementation of strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws and regulations. They analyze financial data, stay updated on tax legislation, and advise management or clients on the best ways to structure transactions and operations for tax efficiency. Additionally, they may supervise tax staff, coordinate with external auditors, and prepare or review tax returns. Their goal is to optimize tax outcomes and reduce risks related to tax compliance.

What are the key skills and qualifications needed to thrive as a tax planning manager?

To thrive as a Tax Planning Manager, you need a deep understanding of tax laws, strong analytical skills, and typically a degree in accounting, finance, or a related field, often supported by CPA or similar certification. Proficiency with tax software such as CCH Axcess, Thomson Reuters, and advanced Excel skills is highly valuable. Outstanding communication, attention to detail, and strategic thinking set top performers apart in this role. These skills are crucial for minimizing tax liabilities, ensuring compliance, and providing valuable guidance to clients or organizations.

What are some common challenges faced by a tax planning manager, and how can they be effectively managed?

Tax Planning Managers often face challenges such as staying updated with frequently changing tax laws, managing complex client portfolios, and ensuring compliance across multiple jurisdictions. These challenges can be effectively managed by committing to ongoing professional development, leveraging tax software for automation and accuracy, and fostering strong communication with both clients and internal teams. Collaborating closely with legal, finance, and audit departments also helps in identifying potential risks early and implementing proactive solutions.

What is the difference between Tax Planning Manager vs Tax Accountant?

AspectTax Planning ManagerTax Accountant
CertificationsCPA or EA often preferredCPA or EA often preferred
Work EnvironmentStrategic planning, advising clients or companiesPreparing tax returns, compliance, and reporting
Industry UsageUsed in corporate, consulting, and accounting firmsCommon in accounting firms, corporate finance, and small businesses
Primary FocusTax strategy, planning, and minimizing liabilitiesTax preparation, compliance, and reporting

The main difference between a Tax Planning Manager and a Tax Accountant lies in their focus. The Tax Planning Manager concentrates on developing tax strategies and advising clients or organizations to optimize tax liabilities. In contrast, the Tax Accountant primarily handles preparing tax returns and ensuring compliance. Both roles often require similar certifications and work in related environments, but their core responsibilities differ significantly.

Is a tax planning manager a stressful job?

A tax planning manager often faces stress during peak tax seasons due to tight deadlines and complex regulations. The role requires strong analytical skills, attention to detail, and the ability to manage multiple client accounts, which can contribute to a high-pressure environment. However, workload and stress levels can vary depending on the organization and workload management practices.

What are popular job titles related to Tax Planning Manager jobs in Puerto Rico?

For Tax Planning Manager jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Tax Planning Manager jobs in Puerto Rico look for?

The top searched job categories for Tax Planning Manager jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Tax Planning Manager jobs?

Cities in Puerto Rico with the most Tax Planning Manager job openings:

Tax Planning Manager jobs near you

Tax Manager - Federal / Corporate Tax

Deloitte

San Juan, PR • On-site

$108K - $142K/yr

Full-time

Re-posted 21 days ago

Key responsibilities

  • Provide federal tax consulting and compliance services to large global and midsize clients across industries.

  • Oversee complex federal tax projects involving multiple entities and affiliates, analyzing issues and developing practical recommendations.

  • Manage engagement workflow, team resources, timelines, and billing while maintaining high standards for quality and client service.

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

48th of 154 rated financial services

Job description

Are you an experienced federal tax professional who enjoys solving complex tax issues across jurisdictions and countries? Are you interested in accounting for income taxes, tax advisory, tax controversy, and tax planning? Do you want to help large global and dynamic midsize companies across industries address complex tax compliance and consulting needs? If so, consider joining Deloitte's Business Tax Services-Federal Tax practice.

Recruiting for this role ends May 31, 2027.

Work You'll Do

As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to large global and dynamic midsize clients across industries. You'll work directly with clients, lead tax engagement teams, collaborate with Deloitte specialists, and receive support from firm leadership as you grow your career. In this role, you will build and maintain strong client relationships across federal tax consulting and compliance engagements. You will advise clients on accounting for income taxes, federal tax accounting and provisions, tax compliance, federal tax planning involving periods, methods, and credits, business restructuring, and tax controversy. You will oversee complex federal tax projects involving multiple entities and affiliates, applying technical tax knowledge and business judgment to analyze issues and develop practical recommendations. You will manage engagement workflow, team resources, timelines, and billing while maintaining high standards for quality and client service.

You will also lead, coach, and counsel engagement team members, providing feedback and career guidance that supports their development and motivation. By combining technical expertise, client service, project leadership, and people development, you will help clients navigate tax complexity and make informed business decisions.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

Deloitte Tax LLP's Business Tax Services team helps public and private companies integrate tax strategy into their business operations while considering their objectives and risk profiles. Our professionals combine technical tax expertise, industry knowledge, technology, and specialized resources to help clients address global tax challenges, improve tax-function efficiency, and make informed decisions. The practice provides a broad range of services, including tax planning and compliance, tax controversy and risk management, research and development and government incentives, and tax management consulting. As part of the team, you will collaborate with subject-matter experts and industry specialists to help clients navigate complex tax requirements and strengthen the impact of their tax functions. Learn more about Deloitte Business Tax Services.

Qualifications

Required:

  • Bachelor's degree in accounting, finance, or related field
  • 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
  • One of the following active accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA) 
        • Certified Financial Planner (CFP) 
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
Preferred:
  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Solid understanding with accounting for income taxes in accordance to ASC740
  • Previous Big 4 or large CPA firm experience
  • Strong management experience 
  • Excellent research and writing skills
  • Excellent presentation and communications skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax
Qualifications:

Are you an experienced federal tax professional who enjoys solving complex tax issues across jurisdictions and countries? Are you interested in accounting for income taxes, tax advisory, tax controversy, and tax planning? Do you want to help large global and dynamic midsize companies across industries address complex tax compliance and consulting needs? If so, consider joining Deloitte's Business Tax Services-Federal Tax practice.

Recruiting for this role ends May 31, 2027.

Work You'll Do

As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to large global and dynamic midsize clients across industries. You'll work directly with clients, lead tax engagement teams, collaborate with Deloitte specialists, and receive support from firm leadership as you grow your career. In this role, you will build and maintain strong client relationships across federal tax consulting and compliance engagements. You will advise clients on accounting for income taxes, federal tax accounting and provisions, tax compliance, federal tax planning involving periods, methods, and credits, business restructuring, and tax controversy. You will oversee complex federal tax projects involving multiple entities and affiliates, applying technical tax knowledge and business judgment to analyze issues and develop practical recommendations. You will manage engagement workflow, team resources, timelines, and billing while maintaining high standards for quality and client service.

You will also lead, coach, and counsel engagement team members, providing feedback and career guidance that supports their development and motivation. By combining technical expertise, client service, project leadership, and people development, you will help clients navigate tax complexity and make informed business decisions.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

Deloitte Tax LLP's Business Tax Services team helps public and private companies integrate tax strategy into their business operations while considering their objectives and risk profiles. Our professionals combine technical tax expertise, industry knowledge, technology, and specialized resources to help clients address global tax challenges, improve tax-function efficiency, and make informed decisions. The practice provides a broad range of services, including tax planning and compliance, tax controversy and risk management, research and development and government incentives, and tax management consulting. As part of the team, you will collaborate with subject-matter experts and industry specialists to help clients navigate complex tax requirements and strengthen the impact of their tax functions. Learn more about Deloitte Business Tax Services.

Qualifications

Required:

  • Bachelor's degree in accounting, finance, or related field
  • 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
  • One of the following active accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA) 
        • Certified Financial Planner (CFP) 
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
Preferred:
  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Solid understanding with accounting for income taxes in accordance to ASC740
  • Previous Big 4 or large CPA firm experience
  • Strong management experience 
  • Excellent research and writing skills
  • Excellent presentation and communications skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax
Education:Bachelor's DegreeEmployment Type:

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