Internationtal Tax Compliance Associate

About the Role

The Tax Compliance Associate is responsible for preparing, reviewing, and overseeing tax compliance engagements for a diverse portfolio of clients. This role ensures accuracy, efficiency, and compliance with U.S., international tax, state, and local tax regulations. The associate will support multiple client engagements, maintain strong client relationships, and provide guidance and mentorship to peer tax associates and senior associates.

Key Responsibilities

• 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.
• Prepare complex international tax filings, including Forms 5471, 5472, 926, 8858, 8865, 3520, 1118, 1116, 8992 (GILTI), 8993 (FDII), and 8938.
• Prepare FinCEN 114 (FBAR).
• 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 clearly and concisely.
• Assist in managing tax notifications from government agencies and preparing draft responses.
• Assist Managers, Directors, and Partners/Principals in the development of training programs.
• Participate 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 U.S., international tax, and state and local tax matters.
• Support the Firm’s business initiatives.
• Manage engagement economics, billing and collections, and engagement letters.

Requirements & Tech Stack

• Proficiency with tax software (e.g., Bloomberg Tax, Checkpoint).
• Proficiency with accounting software programs (e.g., Ultra Tax).
• Proficiency with Microsoft applications.

Qualifications

• Bachelor’s degree in accounting, finance, or other related field.
• Enrolled Agent preferred.
• Minimum of six months (6) experience as a tax associate in a CPA firm, with a focus on tax compliance and reporting.
• Strong knowledge of accounting standards and regulations.
• Strong knowledge of research methodologies.
• Strong knowledge of analytical techniques.
• Strong knowledge of current tax laws and regulatory requirements.
• Excellent budgeting & analytical skills.
• Excellent time-management skills.
• Excellent problem-solving skills.
• Excellent verbal and written communication skills.
• Excellent collaboration skills.
• Fully bilingual (Spanish and English).
• Ability to work efficiently as a self-starter, remain attentive, and complete assignments in a timely manner.
• Demonstrates inclusive behaviors and works well with teammates from different backgrounds.
• Demonstrates the highest ethical and professional standards.
• May be required to pass criminal background check.

Work Environment

• In-office: Main office located in Coral Gables, FL, with occasional travel to Sebring, FL.
• CPA office environment, potentially fast-paced with frequent phone calls and elevated noise levels.
• Shifts may include working long hours, holidays, and weekends.
• Use of common office machinery and equipment.
• May involve occasional reaching with hands and arms, stooping, bending, and kneeling.
• Requires long periods of sitting, occasional standing and walking, and may involve climbing stairs and/or walking up inclines.
• Position may include frequent lifting and/or moving up to 10 pounds.