Tax Compliance Manager

Driven Advisors•Guaynabo, PR

4d•$85,000 - $125,000

About The Position

Driven Advisors is a financial advisory firm focused on helping companies solve complex business problems and identify opportunities for change and growth. The Tax Compliance Manager plans, coordinates, and reviews tax compliance engagements to ensure accurate and efficient completion in accordance with firm policies, filing deadlines, and client agreements. The manager leads the tax team by supervising, coaching, and mentoring staff, supporting professional development, and maintaining high-quality service standards. The position oversees tax compliance and consulting work across a wide range of industries and client types, including corporate, partnership, fiduciary, and individual clients. It involves coordinating staff and engagement schedules, reviewing work and addressing technical issues, maintaining client relationships, managing budgets and billings, and supporting recruitment and administrative work. The role also conducts research into Puerto Rico and U.S. tax matters to support tax planning and consulting services. The position requires a BBA in Accounting, an active CPA license, at least three years of experience in a CPA firm, and current technical knowledge of tax law. Strong communication and organizational skills are required, as is fluency in both Spanish and English. The annual salary range is $85,000 to $125,000, based on experience and qualifications.

Requirements

Bachelor of Business Administration (BBA) in Accounting.
Active CPA license.
At least three years of experience in a CPA firm.
Current technical knowledge of tax law.
Excellent communication and organizational skills.
Fluency in both Spanish and English.
Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations.
Ability to write reports and business correspondence and present information effectively in one-on-one and small-group settings.
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages, and apply basic algebra and geometry concepts.
Ability to manage several projects at a time with attention to detail.

Nice To Haves

Master’s or law degree in taxation.

Responsibilities

Plan, supervise, and complete tax compliance engagements across a wide variety of industries.
Schedule engagement work and assign staff, considering staff abilities and the management time needed for assistance and training.
Ensure client tax returns meet filing deadlines and engagement terms are fulfilled.
Act as an intermediary among partners, clients, and tax seniors; conduct primary and secondary reviews of complex federal and state income tax returns and manage consulting work.
Analyze technical issues and collaborate with partners and staff to provide excellent client service.
Review engagement workpapers, resolve problems, and keep the partner informed of important engagement developments.
Prepare client billings and assist with collections when appropriate.
Evaluate tax professionals’ performance in accordance with firm policy.
Support staff professional development and technical knowledge.
Develop professional, civic, and community contacts and relationships that may benefit the firm.
Assist with administrative functions as assigned by partners.
Identify opportunities to provide additional services to existing clients.
Research Puerto Rico and U.S. tax matters to support tax planning and consulting services.
Review resumes and conduct candidate interviews.
Manage budgeted hours for consulting engagements.
Develop documentation and review techniques in accordance with the consulting schedule.
Identify engagement risks or issues and provide solutions.