Driven Advisors

Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which companies and their teams see numbers, driving opportunities for change and growth. Our work is defined by a relentless passion to solve your most complex business problems.
Primary Objectives:

• The Tax Senior Associate is responsible for preparing, reviewing, and overseeing tax compliance engagements for a diverse portfolio of clients, ensuring accuracy, efficiency, and compliance with U.S.,international tax, state and local tax regulations.
• This role supports multiple client engagements, maintains strong client relationships, and provides guidance and mentorship to peer tax associates.

ESSENTIAL FUNCTIONS:

• Lead the preparation of U.S. federal, state, and local income tax returns, as well as international tax returns, for individuals, corporations, partnerships, trusts, and other entities, ensuring accuracy, timeliness, and compliance with applicable tax laws and regulations.
• Demonstrated experience preparing complex international tax filings, including Forms 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations), 5472, 926, 8858, 8865, 3520, 1118, 1116, 8992 (GILTI), 8993 (FDII), and 8938, including the preparation of FinCEN 114 (FBAR) and thus ensuring compliance with U.S. international tax and other reporting requirements.
• Assist in planning and executing tax engagements, ensuring deadlines and quality standards are met.
• Identify and resolve complex tax issues and provide proactive tax planning strategies.
• Serve as point of contact for assigned clients, maintaining strong professional relationships.
• Communicate tax findings and planning opportunities to clients in a clear and concise manner.
• Assist in the management of tax notifications from the different government agencies and assist in the preparation of draft responses.
• Assist Managers, Directors, and Partners/Principals in the development of training programs for the tax practice and the Firm in general.
• Participate in learning and training sessions as an instructor.
• Delegate work effectively, balancing staff development with engagement efficiency.
• Stay current with changes in tax laws, regulations, and accounting standards.
• Research complex tax issues and provide recommendations to managers and partners.
• Prepare tax memos and consultations on US, international tax, and state and local tax matters as needed.
• Support the Firm’s business initiatives.
• Manage engagement economics, billing and collections and engagement letters.
• Supervise, train, and mentor tax associates; provide constructive feedback and performance evaluations as needed.
• Support recruitment, onboarding, and continuous learning initiatives.

QUALIFICATIONS:

• Bachelor’s degree in accounting, finance, or other related field required.
• CPA License (or progress toward certification), or Enrolled Agent preferred.
• Minimum 2 to 3 years of experience in a CPA firm with a focus on tax compliance and reporting.
• Demonstrates knowledge of accounting standards & regulations, research techniques, analytics, and current tax laws and regulatory matters.
• Possesses excellent budgeting & analytical skills, time-management, and problem-solving skills.
• Proficiency in tax software (Bloomberg Tax, Checkpoint), accounting software (UltraTax), and Microsoft Office applications.
• Possesses excellent verbal and written communication and collaboration skills.
• Fully bilingual (Spanish and English).
• Is a self-starter who works efficiently, remains attentive and completes assignments in a timely manner.
• Promotes diversity, and demonstrates inclusive behaviors, such as working with teammates from different backgrounds.
• Demonstrates the highest ethical and professional standards.
• May be required to pass criminal background check.

WORK ENVIRONMENT:

• Main office located in Coral Gables, FL, with occasional travel to Sebring, FL, as needed.
• CPA office environment, which may at times include a fast-paced work atmosphere, frequent phone calls and elevated noise levels.
• Shifts may include working long hours, holidays, and weekends to complete assigned projects and make deadlines.
• The use of common office machinery and equipment is commonplace, and may include occasional reaching with hands and arms, stooping, bending, and kneeling may be required.
• Long periods of sitting, and occasional standing and walking required and may involve climbing stairs and/or walking up inclines.
• Position may include frequent lifting and/or moving up to 10 pounds
• Non-smoking environment

We are an Equal Opportunity Employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions are based on qualifications, merit, and business needs.
 

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