ZipRecruiter

Log In

1

Tax Planning Manager Jobs in Puerto Rico (NOW HIRING)

Pwc

ERP AI Engineer - Manager

San Juan, PR

$99K - $232K/yr

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 ...

Boston Scientific

Financial P&A - P5

Dorado, PR · On-site

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

Boston Scientific

Financial P&A - P5

Dorado, PR · On-site

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

Boston Scientific

Financial P&A - P5

Dorado, PR

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

Boston Scientific

Financial P&A - P5

Dorado, PR

Perform financial analysis, as directed by management, and recommend alternatives courses of action ... tax planning and spending initiatives by modeling alternative financial scenarios (e.g. revenues ...

Sonnedix Solar Puerto Rico LLC

Asset Manager

San Juan, PR · On-site

$100 - $125/hr

... debt agreements, tax equity agreements among others. * Create and track annual budgets and ... Strategic planning and management of replacement equipment procurement, including identifying ...

Popular

Financial Planner

San Juan, PR · On-site

$60 - $80/hr

Accounting, Economics, Finance, Financial Planning. Risk Management or Law. Certifications/Licenses ... development, taxes, laws, regulations and state and/or federal regulations that govern the ...

CEGSoft

Lead Software Engineer

San Juan, PR · On-site

$75K - $85K/yr

Taxmania - tax preparation software for citizens of Puerto Rico * Edi - a document management ... Serve as a technical consultant for architecture decisions, implementation planning, risk ...

US Department of the Treasury

Program Manager

Caguas, PR · On-site

$125K/yr

WHAT IS TEGE - Tax Exempt/Government Entities ? A description of the business units can be found at ... in the planning, development, and implementation of the technical aspects of programs directly ...

previous pagenext page

Showing results 21-40

All JobsTax Planning JobsTax Planning Manager JobsTax Planning Manager Jobs in Puerto Rico

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 Examining Technician

Criminal Investigation & Law Enforcement | IRS Careers

Ponce, PR • On-site

$55K/yr

Full-time

Posted 11 days ago

Key responsibilities

  • Review taxpayer information, reports, and requests involving international taxpayer tax returns and related documentation.

  • Process taxpayer account transactions such as credit transfers, entity changes, filing status changes, and account adjustments to maintain accurate records.

  • Utilize automated systems and research resources to analyze case information, develop case files, and complete tax case processing requirements.

Internal Revenue Service rating

7.3

Company rating: 7.3 out of 10

Based on 131 frontline employees who took The Breakroom Quiz

177th of 297 rated public sector bodies

Job description

WHAT IS LARGE BUSINESS INTERNATIONAL DIVISION?
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, DFO, Exchange & Offshore Strategy, Planning & Special Programs

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-08: To be eligible for this position at this grade level, you must have at least one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-07 grade level in the Federal service. Specialized experience for this position includes:

  • Experience utilizing procedures to assemble, review, and maintain international taxpayer tax returns; secure or close tax returns; process corrective actions; and review taxpayer information, reports, and requests involving mandatory electronic filing requirements, Form 1042-S reporting, possession filing requirements, and Social Security Number (SSN) requirements.
  • Experience reviewing tax reporting schedules, including tax payment schedules, allowable deductions, profit and loss statements, and related tax records to calculate tax liabilities; processing taxpayer account adjustments; and utilizing the Audit Information Management System, Examination Returns Control System, Integrated Data Retrieval System, campus processing procedures, master file transaction codes, and procedures for processing taxpayer account corrections and adjustments.
  • Experience processing taxpayer account transactions, including credit transfers, entity changes, filing status changes, account mergers, penalty re-computations, manual assessments, manual refunds, partial assessments, and transaction cycling to maintain accurate taxpayer accounts and resolve tax processing issues.
  • Experience utilizing automated systems, research resources, and computer applications to research taxpayer information, analyze case information, develop case files, and complete tax case processing requirements.

AND
You must also meet the following requirement(s):

  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): 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-5, 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

What Internal Revenue Service employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply