Internationtal Tax Compliance Associate

Driven Advisors; Coral Gables (FL); On-site; USD 57,000 - 77,000; Full time

Job summary

Driven Advisors in Coral Gables, FL seeks a Tax Compliance Associate to prepare, review, and oversee U.S. federal/state/international tax returns for individuals and entities. The role supports multiple client engagements, maintains relationships, and mentors junior staff.

Responsibilities include handling complex international filings (forms 5471, 8938, FBAR), planning, research, and training program support while staying current with tax laws. In-office position with potential travel.

Qualifications

• Bachelor's degree in accounting, finance or related field required.
• Enrolled Agent preferred.
• Current Tax Associate with at least 6 months experience in a CPA firm focusing on tax compliance and reporting.
• Proficiency with Bloomberg Tax, Checkpoint, UltraTax, and MS Office.

Responsibilities

• Lead preparation of U.S. federal, state, and local income tax returns, and international returns for various entities.
• Prepare complex international filings including Forms 5471, 5472, 926, 8858, 8865, 3520, 1118, 1116, 8992 (GILTI), 8993 (FDII), 8938 and FBAR.
• Assist in planning, execution, deadlines, and quality standards of engagements.
• Identify and resolve complex tax issues and provide proactive planning strategies.
• Mentor and guide peer associates and maintain client relationships.
• Stay current with changes in tax laws, regulations, and accounting standards.
• Assist with engagement economics, billing, and engagement letters.

Skills

Bilingual Spanish/English

Analytical skills

Budgeting

Time management

Problem solving

Verbal and written communication

Education

Bachelor's degree in accounting, finance or related field

Tools

Bloomberg Tax

Checkpoint

UltraTax

Microsoft Office

Job description

Primary Objectives:

• The Tax Compliance 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 and senior associates as needed.

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 a 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.
• Participates in learning and training sessions.
• 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.
• Manages the engagement economics, billing and collections and engagement letters.

Job Qualifications:

• Bachelor’s degree in accounting, finance or other related field required.
• Enrolled Agent preferred.
• For Associate consideration: Current Tax Associate with a minimum of six months (6) experience as a tax associate in a CPA firm, with a focus on tax compliance and reporting.
• Demonstrates strong knowledge of accounting standards and regulations, research methodologies, analytical techniques, and current tax laws and regulatory requirements.
• Possesses excellent budgeting & analytical skills, time-management, and problem-solving skills.
• Proficiency with tax (Bloomberg Tax, Checkpoint), accounting software programs (Ultra Tax), and Microsoft 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.
• In-office: 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.

The salary range for this position is $56,734.20 to $76,730.40, based on the candidate's experience and qualifications.

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.