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Tax Planning Manager Jobs in Puerto Rico (NOW HIRING)

PR ยท On-site

Proficiency in Tax Planning and Tax advisory work, including analysis of corporate and individual ... Demonstrated ability to manage multiple matters, meet deadlines, and collaborate effectively in a ...

Tax Manager - Real Estate

San Juan, PR

$108K - $142K/yr

Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or ... What You'll Do Deloitte Tax Managers use their experience in accounting and taxation to provide ...

Tax Manager - Private Wealth

San Juan, PR

$108K - $142K/yr

Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, MAcc, JD, or LLM * Prior Big 4 or large CPA firm experience * Strong verbal and written communication skills; strong ...

... 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 ...

Tax Analyst Senior

San Juan, PR ยท On-site

$55K - $60K/yr

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 strategies ...

Tax Analyst Senior

San Juan, PR ยท On-site

$112K - $112K/yr

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 strategies ...

Tax Analyst Senior

San Juan, PR ยท On-site

$60K - $70K/yr

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 strategies ...

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

PR ยท On-site

$110K - $111K/yr

... reporting, planning, and advisory activities across Puerto Rico, U.S. Virgin Islands, and U.S ... Manage the tax accounting and reporting processes for Liberty's legal entities, ensuring compliance ...

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit ... As a Manager, you will lead teams of data scientists and ML engineers, manage client relationships ...

Perform financial analysis, as directed by management, and recommend alternatives courses of action ... Evaluate new business opportunities, potential acquisitions, new products, tax planning and ...

Perform financial analysis, as directed by management, and recommend alternatives courses of action ... Evaluate new business opportunities, potential acquisitions, new products, tax planning and ...

Perform financial analysis, as directed by management, and recommend alternatives courses of action ... Evaluate new business opportunities, potential acquisitions, new products, tax planning and ...

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Showing results 1-20

Tax Planning Manager information

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.

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 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 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:

Attorney (Tax Experience)

Ferraiuoli LLC

PR โ€ข On-site

Full-time

Posted 23 days ago


Job description

Description:

The Attorney will advise clients on federal, Puerto Rico, and municipal tax issues, including corporate, individual, and transactional tax matters. Day-to-day responsibilities include drafting legal opinions and memoranda, structuring and reviewing transactions for tax efficiency, and preparing or reviewing tax-related documents and agreements. The role also involves supporting tax audits and controversies, coordinating with other practice groups on cross-disciplinary matters, and staying current with tax law developments. The Attorney will interact directly with clients, participate in meetings and negotiations, and contribute to the firm’s knowledge base and best practices in Tax Planning and Compliance.

Requirements:
  • Juris Doctor (JD) and admission to practice law and licensed as a Notary Public in Puerto Rico. Admission to relevant federal courts is a plus.
  • Two years of experience in tax practice within a law firm, CPA firm, accounting firm, or corporate legal department preferred.
  • Foundation in Law and Tax Law, with the ability to interpret and apply relevant statutes and regulations.
  • Proficiency in Tax Planning and Tax advisory work, including analysis of corporate and individual tax implications.
  • Knowledge in Estate Planning and related tax considerations.
  • Excellent research, analytical, and legal writing skills, with strong attention to detail and accuracy.
  • Ability to communicate complex tax concepts clearly and effectively to clients and colleagues, both verbally and in writing, in English and Spanish.
  • A collaborative, entrepreneurial, and client-focused mindset
  • Demonstrated ability to manage multiple matters, meet deadlines, and collaborate effectively in a team-oriented environment.
  • High ethical standards, professional judgment, and commitment to client service.