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Tax Planning Manager Jobs in Puerto Rico (NOW HIRING)

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 ...

Audit Manager

San Juan, PR · On-site

$100K - $132K/yr

... planning and supporting the growth of DECA. Responsibilities as an Audit Manager will include: * Perform Agreed Upon Procedures (AUP) engagements related to tax credits, specifically verifying the ...

Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA ... Participate in strategic planning discussions, offering insights into client satisfaction, needs ...

Key Account Manager

San Juan, PR · On-site

$45K - $55K/yr

Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA ... Participate in strategic planning discussions, offering insights into client satisfaction, needs ...

Key Account Manager II

San Juan, PR · On-site

$45K - $55K/yr

Stay informed on tax compliance, regulatory changes, and incentive opportunities specific to DECA ... Participate in strategic planning discussions, offering insights into client satisfaction, needs ...

PR · On-site

$75K - $85K/yr

Taxmania - tax preparation software for citizens of Puerto Rico * Edi - a document management ... Support resource planning and capacity management to keep development efforts aligned with business ...

CORE WORK ACTIVITIES Assisting in Planning and Decision Making • Assists in the development of ... Managing Projects and Policies • Generates and provides accurate and timely results in the form ...

CORE WORK ACTIVITIES Assisting in Planning and Decision Making Assists in the development of means ... Assists in the implementation of a system of appropriate controls to manage business risks. Ensures ...

Showing results 21-40

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:

$125K/yr

Full-time

Posted 2 days ago

New


U.S. Department Of The Treasury rating

8.2

Company rating: 8.2 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

311th of 844 rated public administrative organizations


Job description

WHAT IS LARGE BUSINESS AND INTERNATIONAL?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions
  • Position(s) are to be filled in following area(s):
    • LBI - Director Withholding Exchange/International Individual Compliance - Withholding Exchange and International Individual Compliance (WEIIC), DFO, Exchange & Offshore Strategy, Automatic Exchange of Information.

REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILSQualifications:

Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.
You must meet the following requirements by the closing date of this announcement.
QUALIFICATION REQUIRMENTS: To qualify for this position, you must meet the qualification requirements outlined below:
SPECIALIZED EXPERIENCE GS-14: To be eligible for this position at this grade level, you must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-13 grade level in the Federal service. Specialized experience for this position includes: Legal, tax accounting, or other experience that required knowledge of Federal tax laws, regulations, precedent decisions, or other areas related to the position to be filled.
Examples of qualifying specialized experience include:

  • Preparing, reviewing, or applying rulings, advisory letters, memoranda, etc. related to Federal taxation.
  • Analyzing and adjudicating tax claims, appeals, settlement offers, or similar work related to Federal tax operations.
  • Work as an attorney that required legal research, analysis, and preparation of briefs or similar documents interpreting laws and regulations.
  • Work as an accountant, auditor, or investigator that required application of Federal tax accounting principles and/or the Internal Revenue Code and related laws.
AND
  • Experience analyzing and applying United States tax treaties, international tax agreements, foreign tax provisions, the Internal Revenue Code, and related regulations to determine Federal tax treatment, evaluate treaty-based positions, and document conclusions for specific tax matters.
  • Experience researching and analyzing tax information involving individuals and businesses using Internal Revenue Service systems and research tools, including the Integrated Data Retrieval System (IDRS), Accurint, and YK-1 analysis; obtaining
  • information from third-party recordkeepers; managing an inventory of assignments with established deadlines and competing priorities; and planning and completing tax-related projects.
  • Experience evaluating proposed treaty provisions, international tax issues, disclosure requirements, and counterpart treaty provisions; identifying effects on tax administration or organizational operations; developing resolution approaches; and preparing technical memoranda, reports, instructions, or recommendations that document the analysis and proposed action.
  • Experience gathering and evaluating information for international tax or treaty assignments; coordinating projects with internal, Treasury, or foreign-government personnel; presenting technical findings and proposals orally and in writing; and negotiating the resolution of disputed treaty or international tax matters.
AND
You must also meet the following requirement(s):
  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens"
  • TIME IN GRADE (TIG): For positions above the GS-05,applicants must meet applicable time-in-grade requirements to be considered eligible. One year (52 weeks) at the next lower grade level is required to meet the time-in-grade requirements for the grade you are applying for. For positions at the GS-05, you cannot advance to the GS-05 if you have held a GS-02 in the past 52 weeks. There is no TIG restriction for GS-02, 03 or 04 positions.


For more information on qualifications please refer to OPM's Qualifications Standards.

Education:A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page.
FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.
We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).Employment Type: OTHER

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