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 firstname.lastname@example.org