Tax Associate

Zenith Advisors, LLC; San Juan (PR); On-site; USD 50,000 - 65,000; Full time

Job summary

Zenith Advisors, LLC in San Juan, Puerto Rico is seeking a Tax Associate for a full-time, on-site role. The position focuses on preparing federal and Puerto Rico tax returns for individuals, corporations, and partnerships, while ensuring compliance with tax regulations.

You will work with a collaborative team, stay updated on changes in tax laws and incentives, and help clients optimize their tax positions, leveraging strong English and Spanish communication.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Strong English and Spanish communication for client service.
• Ability to collaborate in a team and manage multiple priorities.
• Experience in Finance and financial analysis as it relates to tax advisory services.
• Excellent organizational skills and attention to detail.

Responsibilities

• Prepare and review federal and Puerto Rico tax returns for individuals, corporations, and partnerships, ensuring compliance with local regulations.
• Familiar with Puerto Rico and US tax laws, regulations, and rulings to provide accurate and timely advice to clients.
• Familiar with Puerto Rico incentives, including but not limited to the Individual Resident Investor and Export Services incentives, to assist clients in maximizing their tax benefits.
• Stay updated on changes in Puerto Rico and US tax systems, incentives, changes in legislation, and ensuring that clients receive current and relevant information.
• Manage multiple tasks and deadlines in a fast-paced environment, ensuring timely project completion and high-quality service delivery.
• Collaborate with clients to gather necessary financial information and documentation for tax preparation and/or tax consulting sessions.

Skills

Bilingual English/Spanish

Team collaboration

Tax advisory financial analysis

Organizational skills

Education

Bachelor's degree in Accounting/Finance

Job description

Zenith Advisors, LLC is a Puerto Rico-based Certified Public Accounting Firm specializing in tax, advisory and accounting services. At Zenith Advisors, the most valuable thing we build is trust. We’re more than a CPA firm, we’re a partner that listens, guides, and elevates. Clients come to us for expertise, but they stay for the relationship: the personal attention, the thoughtful communication, and the feeling of being understood. We believe that clarity creates confidence, and that human connection is essential even in numbers.

Role Description

This is a full-time, on-site position for a Tax Associate based in San Juan, Puerto Rico. The Tax Associate will be responsible for preparing tax returns, ensuring compliance with tax regulations, supporting with researching tax-related issues. The role also entails collaborating with team members to address clients’ financial needs and staying updated on changes in tax laws and regulations.

Responsibilities

• Prepare and review federal and Puerto Rico tax returns for individuals, corporations, and partnerships, ensuring compliance with local regulations.
• Familiar with Puerto Rico and US tax laws, regulations, and rulings to provide accurate and timely advice to clients.
• Familiar with Puerto Rico incentives, including but not limited to the Individual Resident Investor and Export Services incentives, to assist clients in maximizing their tax benefits.
• Stay updated on changes in Puerto Rico and US tax systems, incentives, changes in legislation, and ensuring that clients receive current and relevant information.
• Manage multiple tasks and deadlines in a fast-paced environment, ensuring timely project completion and high-quality service delivery.
• Collaborate with clients to gather necessary financial information and documentation for tax preparation and/or tax consulting sessions.

Qualifications

• Strong verbal and written communication skills, with a focus on client service, in both English and Spanish.
• Ability to work collaboratively in a team-oriented environment and manage multiple priorities effectively.
• Experience in Finance and financial analysis as it relates to tax advisory services
• Excellent organizational skills and attention to detail
• Bachelor's degree in Accounting, Finance, or a related field