Apply now: Tax Accountant I

Dahl Tax Puerto Rico is a law firm that provides legal, tax and financial services to Americans and dual-nationals living abroad and foreign individuals with financial interests in the United States. Our small and growing firm based in Puerto Rico will give you the opportunity to work with individuals and entities in times of stress by approaching our work without judgment and by listening to find the best resolutions.

Dahl Tax Puerto Rico is opening an office to provide export-oriented U.S. tax and financial services to persons outside Puerto Rico. This full-time position allows the ideal candidate to work within their own professional environment to support clients globally. We are excited to offer priority to the ideal candidate who resides in Puerto Rico.

This junior level permanent position reports directly to the Principal. You will take responsibilities for client follow up as well as coordination and completion of simple tax filings for clients residing outside of the United States. You will thrive in this role due to your ability to ensure our projects comply with the Internal Revenue Code, particularly the international aspects, facilitate the timeliness of the process and coordinate data collection from our clients.

The Tax Accountant I position has a salary range of USD 42,000 - USD 52,000 annually and will depend upon your experience. 

The best candidate will be a motivated tax-experienced individual with a minimum of 1-3 year of experience in preparing IRS filings for individuals, both US citizens, and non-residents.  This candidate possesses high integrity and is highly skilled:  

  • Written communications excelling at high professionalism, warmth, and efficiency
  • Familiarity and experience with IRS Form 1040i, the preparation of US tax returns for non-US residents (1040-NR) and FBAR preparation and multi-year filings.  
  • Currency conversion experience
  • Familiarity and experience with the international “alphabet” of tax forms such as FTC, FATCA, PFIC, FEIE, and CFC
  • Organization excellence with detailed document collection and review

Benefits for this position include a maximum opportunity for a flexible work environment within a set schedule, vacation/personal time and the use of a secure company-owned laptop.

Regular team meetings and international client locations will require your availability to meet virtually in support of differing international time zones (predominantly the Netherlands CET UTC +2).  

This position’s responsibilities include:

  • Working independently on multiple projects that will include client contact and coordination of project progress

  • Collecting, extracting and analyzing client data to prepare appropriate tax filings in accordance with IRS regulations.

  • Compiling and completing U.S. tax reporting required of persons living outside the United States, including the analysis and calculation of foreign tax credits, preparation of Foreign Bank Account Reports, and the preparation of forms typical for a tax return filed by an American citizen or dual national living abroad

  • Proofreading and reviewing draft deliverables

  • Finalizing and delivering tax returns and financial reports to clients for completion of engagements

  • Participating in client case review and supporting the Principal Attorney in complex cases.

The ideal candidate will

  • Bring a minimum of 1-3 years professional experience preparing and filing IRS tax forms.

  • Hold, at a minimum, the qualifications required to become an IRS Enrolled Agent; preferably, an accounting degree.

  • Have extensive experience preparing U.S. income tax returns from source documents for US citizens and residents (Form 1040i) and non-US residents (Form 1040-NR).

  • Be able to work successfully in a self-directed setting

  • Possess superb organizational skills.

  • Enjoy working with a computer and using the internet, with demonstrated ability to set up and maintain a virtual workspace, including setting up a VPN, using cloud-based secure storage, safely sharing electronic files, and troubleshooting common computer problems.

  • Write clearly in English

  • Bring an unfailing eagle-eye to proofreading figures.

  • Have proficiency with Microsoft Excel and Google Docs and Sheets and professional tax preparation software like Intuit ProSeries

Interested candidates must submit a resume or CV and a paragraph letting us know why you are looking for employment right now.  Please email the details to christine@dahltaxlaw.com  

Filing Deadlines for the 2017 tax season

This year (2018), several due dates for the 2017 US tax filings will be adjusted because the regular filing day falls on a weekend or legal holiday.  These include the Individual and FBAR due dates.

For more information, particularly about other forms and filings not listed, see the IRS Website and the IRS calendar information HERE.  Check when tax returns are due for all states in which taxpayers operate, because individual states may not conform to the Federal filing dates.

Thursday, February 15, 2018

Furnish Forms 1099-B, 1099-S and certain Forms 1099-MISC to recipients.

Thursday, March 15, 2018

Partnerships: File Form 1065 and furnish a copy of Sch. K-1 to each partner. For automatic 6-month extension [September 15], file Form 7004.

Tuesday, April 17, 2018

Individuals: File Form 1040, 1040A, or 1040EZ. For automatic 6-month extension file Form 4868 and deposit estimated tax. Pay the first installment of 2018 estimated tax - Use Form 1040-ES.

FBAR (FinCEN Form 114). (can be extended until October 15 with Form 1040).   Reports of Foreign Bank and Financial Accounts (FinCEN 114, FBAR) will be due on the same due date as the individual Form 1040 and permitted to extend for six months, thus aligning the FBAR reporting with the individual tax return reporting. Additionally, the IRS may waive the penalty for failure to file a timely extension request for any taxpayer required to file for the first time.

New Service: Need an Individual Taxpayer Identification Number?

Once again, we're a Certified Acceptance Agent for the IRS, which means we can accept applications for U.S. taxpayer identification numbers.  As of 17 April 2017, the IRS decided to restore its agreements with foreign Certified Acceptance Agents. We're on again.

What's an ITIN?  This is an identification number used by non-U.S. citizens who need to file a U.S. income tax return.  If you are eligible for a Social Security Number - meaning you're a U.S. citizen, you can't apply for an ITIN. You need to go to the U.S. Consulate to submit an application for a Social Security Number while outside the U.S.

You can learn more about the application process HERE.  

Make your appointment HERE.

We're moving to the City Center in The Hague!

As of May 1, we will be in our new offices: 

Hoge Niewstraat 18
The Hague 2514 EL
Netherlands

Find us HERE.  Tram Line 3 (Spui) or Line 1 (Kneuterdijk). Parking Garage: Interparking Museumkwartier

 

Our New Space

IRS Announces More Time for late FBAR Filers

WASHINGTON - Last week, the Internal Revenue Service reminded U.S. citizens and resident aliens, including those with dual citizenship, with a foreign bank or financial account that a new deadline now applies to reports for these accounts.

New Deadline for Reporting Foreign Accounts

Congress changed the deadline for filing the annual Report of Foreign Bank and Financial Accounts (FBAR) to match Tuesday's federal income tax return. This means that the 2016 FBAR, Form 114, must be filed electronically with the Financial Crimes Enforcement Network (FinCEN) by April 18, 2017.  

For the first time, FinCEN will now grant filers missing the April 18 deadline an automatic extension until Oct. 16, 2017 to file the FBAR. Specific extension requests are not required. Previously, FBARs were due on June 30 without exception.

In general, the filing requirement applies to anyone who had an interest in, or signature or other authority, over foreign financial accounts whose aggregate value exceeded $10,000 at any time during 2016. Because of this threshold, the IRS encourages taxpayers with foreign assets, even relatively small ones, to check if this filing requirement applies to them. 

Most U.S. Citizens Abroad Need to File

An income tax filing requirement generally applies even if a taxpayer qualifies for protection against double taxation through the Foreign Earned Income exclusion or the Foreign Tax credit.  However, a U.S. income tax return must be filed to claim this protection.

Citizens and "Green Card" holders who live abroad have an extra 60 days to file their income tax returns until June 15, 2017.    Tax payments are still due on April 18, and interest will apply to any payment received after that date. More details can be found here.  

Dahl Tax Law offers a step-by-step guide to preparing and filing an Foreign Bank Account Report. Get yours here.

FBAR Made Easier

 

We are very proud to offer our newly updated guide that will help you confidently prepare your Foreign Bank Account Report. Best of all, you get a currency converter that takes all the work out of completing the report.

International Tax Attorney Christine Dahl provides clear, easy-to-follow instructions showing you:

o whether you need to file a foreign bank account report;
o which financial accounts need to be reported and how to calculate their value;
o how to complete the official form and file it with the US Treasury Department. 

FIND OUT MORE HERE.