Job Description
Job DescriptionABOUT US
Falcón Sánchez & Associates, a leading local CPA firm, is looking for a talented Grant Analyst that will add value to our firm and to our clients. Join us as we provide work-life balance during your experience of growth!
SUMMARY OF RESPONSIBILITIES
We are seeking an experienced Tax Manager to serve as a key liaison between our clients, tax team, and firm leadership. This role is responsible for managing multiple tax engagements across diverse industries in both the United States and Puerto Rico, ensuring high-quality compliance, advisory services, and client satisfaction.
The Tax Manager will lead engagement planning, supervise and develop staff, review complex tax returns, and drive engagement performance, including budgeting, billing, and collections. This role plays a critical part in maintaining technical excellence, strengthening client relationships, and supporting the firm’s growth initiatives.
DUTIES AND RESPONSIBILITIES
- Manage the full lifecycle of tax engagements, including planning, execution, review, and delivery.
- Take ownership of assigned engagements, ensuring responsive communication and high-quality service experience.
- Lead engagement planning meetings and coordinate resources to meet deadlines.
- Ensure proper documentation, workpaper quality, and compliance with firm standards and filing requirements.
- Review complex federal and Puerto Rico tax returns (corporate, partnership, fiduciary, and individual).
- Provide technical guidance on U.S. and Puerto Rico tax matters, including research, tax memos, and advisory projects.
- Stay current on tax law changes and proactively identify planning opportunities and risk areas.
- Maintain responsibility for the overall quality and accuracy of tax compliance and consulting deliverables.
- Build and maintain strong client relationships and identify opportunities for additional services.
- Participate in business development and networking activities aligned with firm growth strategies.
- Collaborate with Partners, Directors, and Operations to address client needs and engagement risks.
- Support firm initiatives and promote a culture of trust, inclusion, and continuous improvement.
- Supervise, coach, and mentor Tax Seniors and Associates to ensure timely and accurate results.
- Provide constructive feedback, performance evaluations, and career development recommendations.
- Delegate work effectively based on staff skills and engagement needs.
- Support recruitment efforts, including resume reviews and candidate interviews.
- Deliver internal training and contribute to the professional development of the tax team.
QUALIFICATIONS
- Active CPA license required
- Minimum 3+ years of experience as a Senior Tax Accountant in a public accounting firm
- Strong technical knowledge of U.S. and Puerto Rico taxation
- Experience reviewing complex tax returns and managing multiple engagements
- Proven ability to supervise staff and manage client relationships
- Bilingual proficiency (Spanish and English)
- Advanced skills in tax software and Microsoft Office
- Master’s degree in Accounting, Taxation, Finance, Economics, or related field (preferred)
- Experience with tax research tools and workflow management systems