This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfoliomanagement activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$69.9k-149k yearly 60d+ ago
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SAP Order to Cash (SD) Consultant, Manager
PwC 4.8
Portfolio manager job in San Juan, PR
**Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% A career in our SAP Customer team, within our SAP consulting practice, will provide you with the opportunity to lead our clients in their customer transformation journey by reimagining exceptional experiences to their customers and employees while achieving their revenue growth goals without boundaries. We help our clients implement and effectively use SAP offerings to solve their business problems and fuel success in the areas of finance, supply chain, customer, human capital and engineering. Simply put, we focus on delivering business led, technology enabled change across the digital core and the latest in mobile, analytics and cloud solutions.
As part of the SAP Customer team, your primary focus will be on Lead to Cash transformation for our clients - both traditional business models and enabling next generation XaaS (anything as a service) business models leveraging SAP C/4 Sales, Service and Marketing cloud; SAP CPQ; SAP Commerce; SAP Subscription Billing (BRIM); SAP Entitlement Management; and SAP S/4 Sales and Distribution solutions.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
**Job Requirements and Preferences:**
**Basic Qualifications:**
**Minimum Degree Required:**
Bachelor Degree
**Minimum Year(s) of Experience:**
6 year(s)
**Preferred Qualifications:**
**Preferred Knowledge/Skills:**
Demonstrates extensive-level abilities and/or a proven record of success directing efforts in a SAP Customer consulting capacity including:
+ Demonstrating success working with clients' business and IT teams to understand key business goals and translate those to a SAP Customer solution;
+ Demonstrating success defining project scope and project implementation plans;
+ Demonstrating success establishing measurable criteria concerning deliverability;
+ Possessing a proven record of success of understanding SAP Customer application based solutions;
+ Leveraging proven experience in consulting, designing, implementing and leading project consulting engagements within the SAP Customer product suite;
+ Demonstrating success assisting clients in the implementation and support of SAP Customer solutions and improving business processes;
+ Demonstrating a record of success in the common issues facing clients who provide products and services within one or more of the following sectors including technology, automotive, consumer and retail, energy, industrial products or utilities;
+ Designing, building, testing and deploying the SAP Customer solution components required for successful integrations to SAP and non-SAP systems;
+ Identifying and addressing client needs, building, maintaining, and utilizing networks of client relationships and community involvement, communicating value propositions, managing resource requirements, project workflow, budgets, billing and collections, and preparing and/or coordinating complex written and verbal materials;
+ Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff including providing timely meaningful written and verbal feedback;
+ Creating and maintaining a knowledge-base of service delivery content based on reusable information and knowledge objects, as well as their cross-purposed or leveraged functionality; and,
+ Utilizing presentation slides, practice marketing materials, change management plans and/or project plans, workshops and whitepapers, practice methodologies and tools, policies and procedures, and/or other standard business communications.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$74k-107k yearly est. 26d ago
Tax Senior - Private Wealth
Deloitte 4.7
Portfolio manager job in San Juan, PR
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!
Recruiting for this role ends on May 31, 2026.
What You'll Do
As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
The Team
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
+ Limited immigration sponsorship may be available
+ Bachelor's degree in accounting, finance, or other business-related field
+ Experience reviewing trust documents
+ Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred
+ Advanced degree such as MST, JD, or LLM
+ Prior Big 4 experience
+ Strong communication, interpersonal, and organizational skills
+ Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
************************************************************************************************************
btstax
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
$66.6k-151.6k yearly 60d+ ago
Manager, Auditing and Monitoring
Cardinal Health 4.4
Portfolio manager job in San Juan, PR
What the Ethics and Compliance Department contributes to Cardinal Health Ethics & Compliance fosters a culture of integrity, accountability, and ethical decision-making across the organization. Our team partners with business leaders and employees to proactively identify and address compliance risks, provide guidance on regulatory requirements, and ensure our practices reflect the highest standards of conduct. Through education, collaboration, and a risk-based approach, we help safeguard the organization's reputation and support its mission to deliver trusted healthcare solutions.
Job Summary
Cardinal Health is seeking a driven, self-starter and highly skilled manager with expertise in healthcare regulatory compliance, including third party billing and reimbursement. This role will be responsible for providing sound compliance advice and guidance to Cardinal Health's At-Home Solutions ("AHS") business. At Home Solutions is a leading home healthcare medical supplies provider serving people with chronic and serious health conditions in the United States. The AHS business unit is comprised of four complementary business units: (1) Edgepark Medical Supplies, (2) Advanced Diabetes Supply Group, (3) Cardinal Health at-Home, a direct-to-home medical supplies distributor, and (4) Velocare, a supply chain network and last-mile fulfillment solution.
Reporting to the Director of Ethics & Compliance - At-Home Solutions, this role is responsible for ensuring the company operates in line with compliance standards. Key duties involve managing billing audits for durable medical equipment, prosthetics, orthotics, and supplies("DMEPOS"), including detection and correction of documentation, coding, identifying potential errors and/or medical necessity of items billed. And ensuring payor requirements are fulfilled. The position also includes sharing audit findings with management, recommending training and solutions for issues found, supporting audit diligence and integration efforts, and overseeing an audit team dedicated to billing processes and audits.
Candidates should be adaptable, team-oriented, collaborative, and capable of working independently in a fast-paced setting with oversight from Ethics and Compliance leadership. This role will work closely with various cross-functional colleagues across the AHS order entry and revenue cycle management team, Legal, the Enterprise Privacy Office, and other internal teams to identify and address potential issues and risks and help Cardinal Health comply with the evolving laws and regulations applicable to the AHS business.
Responsibilities
+ Provides compliance-related expertise and advice to Revenue Cycle management and other business teams with respect to day-to-day operations, including, without limitation, advice on Medicare and Medicaid DMEPOS supplier billing requirements, local coverage determination requirements, Medicare DMEPOS Supplier and Quality Standards, and other payor requirements.
+ Serves as liaison with third party government contractors conducting audits as well as managing a small internal billing compliance team.
+ Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to DMEPOS supplies billing and/or medical necessity reviews and other high-risk areas as appropriate.
+ Leads data analytics on audit outcomes; identifies and reviews audit trends and makes recommendations on remedial action to address such trends.
+ Evaluates the appropriateness of items billed based on supporting record documentation and ensures documentation conforms to CMS and/or payor requirements.
+ Prepares written reports of audit findings, with recommendations, and presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records.
+ Collaborates with the Legal team to conduct risk assessments to define audit priorities based on previous audit findings, management priorities, national normative data, CMS initiatives, OIG work plans and advisories and healthcare industry best-practices.
+ Develops and implements compliance training to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures.
+ Plans and conducts regular compliance training for Revenue Cycle team members, as needed.
+ Provides feedback and training for staff regarding potential claim deficiencies
+ Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements.
+ Supports the overall workplan of the Compliance Department.
+ Interacts with subordinates, peers, customers and suppliers at various management levels and may interact with senior management.
+ Interactions normally involve resolution of issues related to operations and/or projects
+ Gains consensus from various parties involved.
+ Other duties as assigned.
Qualifications
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred.
+ Familiarity with key laws, regulations, and sub-regulatory guidance that affects DMEPOS businesses and by federal and state government programs, for example, fraud and abuse (Anti-Kickback Statute, False Claims Act, Civil Monetary Penalties Law, Stark, and Beneficiary Inducement Statutes); works collaboratively with the Legal Team to help advise the At-Home Solutions business
+ 7+ years of related work experience supporting compliance programs in DMEPOS suppliers, coding and medical necessity expertise, preferred.
+ Related work experience with Brightree, preferred.
+ Expert-level knowledge of Medicare and Medicaid billing and documentation requirements; healthcare compliance audit methodology, principles and techniques; CMS Medicare manuals; DMEPOS reimbursement and repayment; confidentiality standards.
+ Ability to interpret and apply coverage determination, documentation and coding rules, laws and regulations and to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation.
+ Strong attention to detail with an emphasis on organizational and analytical skills.
+ Understanding of institutional risks and appropriate judgment to use a risk-based approach in planning and executing duties.
+ Ability to communicate complex and potentially sensitive issues to all levels of management including senior leadership.
+ Prompt and efficient ability to manage shifting priorities, demands and timelines using analytical and problem-solving capabilities.
+ Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment.
+ Excellent problem-solving skills with self-starter qualities, enabling management of responsibilities to function effectively and efficiently.
+ Strong communication and presentation skills.
+ Proficiency in MS Word, Excel, PowerPoint, and Outlook.
What is expected of you and others at this level
+ Manages department operations and supervises professional employees, front line supervisors and/or business support staff.
+ Participates in the development of policies and procedures to achieve specific goals.
+ Ensure employees operate within guidelines.
+ Decisions have impact on work processes, and outcomes.
+ Ability to work in a team environment with the ability to handle multiple audits at once.
+ Knowledge of claim lifecycles and revenue cycle management.
+ Knowledge of CMS Local Coverage Determination policies, and various payor requirements.
+ Professional auditing experience.
+ Exceptional Customer Service Skills.
+ Proven interpersonal communication skills.
+ Excellent time management, personal integrity and ability to maintain confidentiality
**Anticipated salary range:** $105,500-$150,100
**Bonus eligible:** Yes
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
- Medical, dental and vision coverage
- Paid time off
- Health savings account (HSA)
- 401k savings plan
- Access to wages before pay day with my FlexPay
- Flexible spending accounts (FSAs)
- Short- and long-term disability coverage
- Work-Life resources
- Paid parental leave
- Healthy lifestyle programs
**Application window anticipated to close:** 03/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$105.5k-150.1k yearly 7d ago
Audit Manager
AGC Consulting 4.3
Portfolio manager job in San Juan, PR
Job Description
We are seeking an experienced and highly motivated Audit Manager to lead assurance engagements for a diverse client base in a fast-paced CPA firm environment. The Audit Manager is responsible for managing the planning, execution, and completion of audit engagements, supervising audit teams, and ensuring compliance with professional standards. In cases involving complex or unusual situations, escalate relevant information to the engagement manager and collaborate on appropriate solutions.
Key Responsibilities:
Plan, coordinate, and execute audit engagements from start to finish, ensuring adherence to budget, timeline, and quality expectations.
Oversee the full cycle of financial statement audits, including planning, fieldwork, testing, documentation, and reporting, ensuring compliance with applicable accounting and auditing standards.
Develops work plans and allocates assignments to staff based on engagement needs and individual capabilities.
Supervise, mentor, and review the work of audit staff and seniors; provide timely feedback and performance evaluations.
Develop and maintain strong client relationships, acting as a primary point of contact during engagements.
Ensure compliance with U.S. GAAP, GAAS, and firm policies and procedures.
Identify and communicate accounting, auditing, and internal control issues to clients and engagement teams.
Designs and selects appropriate audit procedures and tests tailored to the risks and objectives of each audit area.
Draft audit reports and management letters and assist in the preparation of financial statements.
Collaborate with partners and senior management to develop strategic plans for client service and practice growth.
Perform other related duties and special projects assigned by management to support departmental and firm objectives.
Education, Training and/or Experience Required
BBA in Accounting
Minimum five (5) to seven (7) years of experience in Public Accounting.
CPA licensed, Required.
Big Four Experience, Preferred.
Core Competencies
Thorough knowledge of financial reporting frameworks and risk assessment practices.
Exceptional interpersonal and communication skills, with the ability to foster trust and sustain long-term client relationships.
Advanced analytical abilities to evaluate risks, assess internal controls, and analyze complex financial information.
Demonstrates strong judgment and effective problem-solving skills in dynamic and challenging situations.
Ensures strict adherence to regulatory standards and firm-specific audit protocols.
Proficient in Microsoft Office Suite and audit-related software tools.
The above statements are meant to outline the general scope and level of responsibilities associated with this role. They do not represent a comprehensive list of all tasks, duties, or skills that may be required.
EOO
$82k-108k yearly est. 23d ago
Audit Manager
DECA Analytics, LLC 4.2
Portfolio manager job in San Juan, PR
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach combining quantitative analytics, our qualitative experience, and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses.
Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.
Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.
Access to Capital: We provide access to affordable capital through non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.
OPPORTUNITY
We are seeking a highly motivated candidate with the ability to think both analytically and creatively to join our fast-growing team of dedicated professionals. The selected candidate will report to senior leadership and participate in strategic planning and supporting the growth of DECA.
Responsibilities as an Audit Manager will include:
Perform Agreed Upon Procedures (AUP) engagements related to tax credits, specifically verifying the eligibility of expenses associated with research and development (R&D) activities and tourism projects.
Prepare detailed AUP reports, including the certification of eligible expenses, executive summaries, and the necessary documentation, such as supplier details, payment evidence, and applicable regulatory references.
Prepare and file Annual Reports for clients with the Puerto Rico Department of State.
Serve as the primary point of contact for clients undergoing AUP and annual report engagements, addressing any questions or concerns regarding the processes.
Oversee and manage the audit process for multiple client engagements, ensuring timely and accurate delivery of AUPs and annual reports.
Stay current with Puerto Rico's tax credit regulations, including any changes to Act 60 of 2019, as amended, and related regulations.
QUALIFICATIONS
Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or higher is preferred.
Certified Public Accountant (CPA) license, authorized to practice in Puerto Rico.
Minimum of 5 years of experience in auditing.
Experience in conducting Agreed Upon Procedures (AUP) engagements.
Experience in preparing and filing corporate Annual Reports in compliance with Puerto Rico regulations.
Proficiency in audit sampling methods, including statistical and non-statistical approaches.
Strong analytical and detail-oriented skills, with the ability to interpret and apply complex regulatory requirements.
Excellent communication skills, both written and verbal, in English and Spanish.
Ability to manage multiple audit engagements and Annual Report filings simultaneously, delivering high-quality reports within tight deadlines.
COMPENSATION & BENEFITS
At DECA we value every member of our Team and offer highly competitive compensation packages and benefits. For the role of Audit Manager, we would like to offer the following:
Highly competitive base salary commensurate with experience level
Attractive bonus structure based on performance and fee sharing
Health Insurance: 100.0% Premium Tier Care Policy to be paid by DECA
Continuing Educational Certifications & Fees: 100.0% paid by DECA to support ongoing license maintenance and growth within the role.
For more information regarding DECA, please contact us at *************** or visit us at ************
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DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$65k-97k yearly est. Auto-Apply 60d+ ago
Tax Senior
RSM Puerto Rico 4.4
Portfolio manager job in San Juan, PR
Files federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments. Prepares tax provision schedules by reviewing, preparing, and consolidating provision schedules. Recommends tax strategies by researching federal, state, and local taxation issues. Maintains legislative materials by reviewing, interpreting, and implementing new or revised laws. Maintains compliance with regulations by forwarding required information to federal, state, and local authorities. Revises procedures by developing and streamlining procedures and worksheets for calculation of tax provisions. Identifies profitability of potential mergers and acquisitions by analyzing tax information; calculating key ratios; identifying areas of tax savings. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Accomplishes accounting and organization mission by completing related results as needed.
Required Qualifications
BBA Accounting
CPA, preferable
3 yrs of experience as Senior
Job Type: Full-time
$69k-84k yearly est. 60d+ ago
Solar Branch Manager
Freedom Forever
Portfolio manager job in Ponce, PR
at Freedom Forever
Pago competitivo (según experiencia) + Beneficios (Required Bilingual- English & Spanish) • Medical Insurance • Dental Insurance • Vision Care Insurance • $50K Life Insurance • 401K • Medical Reimbursement Accounts (HSA & FSA)
• Employee Assistance Program
• Paid Time-Off
***Solar Residencial***
POSITION SUMMARY: Branch Manager is responsible for organizing and leading the branch operations team. The Branch Manager will be accountable for key performance metrics by managing a team of installers, and other field personnel who are responsible for site auditing, permitting, installing, inspecting, and servicing solar projects. Responsible for scheduling and overseeing the installation of solar projects as well as a smooth handoff between the inspection department. Ensures adherence to contract specifications and established policies and procedures. Familiar with a variety of the field's concepts, practices, and procedures. Works closely with Branch Coordinator, Project Manager and Field Manager. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Oversee all Operations and Administrative task for designated Branch Location
Plan and coordinate installations of photovoltaic (PV) solar systems to ensure conformance to codes and Freedom Forever standards
Manage, motivate, and mentor a variety of personnel involved in the installation & inspection of solar projects which may include Crew Lead(s), Roof Lead(s), Installer(s), Branch Coordinator, Site Auditors(s), Project Manager, Warehouse Specialist(s), and Field Manager
Evaluate and manage the resources and processes required for the successful completion of a high volume of residential and small commercial solar projects
Drive continuous improvement in Safety, Quality, Customer Service, and Productivity throughout branch operations
Ensure that every member of the branch team receives the proper safety training and equipment applicable to their position and follows Standard Operating Procedures for Safety
Ensure that “Best Practices” are being consistently applied throughout the branch operations
Remotely assess potential solar installation sites to determine feasibility and design requirements
Assess system performance or functionality at the system, subsystem, and component levels
Oversee a team that schedule building inspections for solar installation projects
Remotely monitor work of subcontractors to ensure projects conform to specifications, schedules, or budgets
Provide technical assistance to installers, technicians, or other solar professionals in areas such as solar electric systems, solar thermal systems, electrical systems, and mechanical systems
Prepare solar installation project proposals, quotes, budgets, or schedules
Estimate materials, equipment, and personnel needed for residential or commercial solar installation projects
Identify means to reduce costs, minimize risks, or increase efficiency of solar installation projects
Assures the quality of work produced is acceptable to company standards and specification
Work closely with the Regional Operations Manager and the Director of Operations to provide accurate installation forecasts and branch performance reporting
Work to ensure that we are delivering an excellent customer experience and escalate customer concerns as necessary
Follows the safety program established specifically for all installations, site audits, inspections, and service calls
Manage corporate facilities as necessary
Perform other duties as assigned
QUALIFICATION REQUIREMENTS: Education & Certifications:
High school diploma or GED
Experience:
Must have a minimum of 3+ year experience
Knowledge, Skills & Abilities:
Possess good communication skills that will enhance vendor and supplier relationships, as well as with the installation team
Possess strong organizational skills and capable of making decisions without constant supervision
Ability to read and interpret job orders, understands specifications and to read a tape measure
Possess a wide range of carpentry skills to provide accurate remote job assessment
Capable of learning new skills as needed
Have knowledge of materials and processes that relate to the company's products
Must have a valid state driving license and a clean driving record
Ability to work in a fast environment
Special Skills & Training:
Good computer skills with Microsoft Office Suite, experience with Company's CRM and ERP systems is a plus .
TRAVEL REQUIREMENTS (Employee is required to travel for business purposes, not including commute to and from work.) TRAVEL REQUIREMENTS (Employee is required to travel for business purposes, not including commute to and from work.) Si es necesario viajar, debe tener una licencia de conducir/seguro válidos y la capacidad de conducir un vehículo personal a diferentes sitios.Debido a la naturaleza de este puesto, los antecedentes penales pueden tener una relación directa, adversa y negativa con cada una de las funciones enumeradas, lo que podría dar lugar a la retirada de una oferta condicional de empleo.
Freedom Forever es un empleador que ofrece igualdad de oportunidades. De acuerdo con la ley aplicable, prohibimos la discriminación contra cualquier solicitante o empleado por cualquier motivo legalmente reconocido, que incluye, entre otros: condición de veterano, condición de miembro del servicio uniformado, raza, color, religión, sexo, orientación sexual, identidad de género, edad (40 años o más), embarazo (incluido el parto, la lactancia y las afecciones médicas relacionadas), origen nacional o ascendencia, condición de ciudadanía, discapacidad física o mental, información genética (incluidas las pruebas y las características) o cualquier otra consideración protegida por la ley federal, estatal o local. Nuestro compromiso con la igualdad de oportunidades en el empleo se aplica a todas las personas involucradas en nuestras operaciones y prohíbe la discriminación ilegal por parte de cualquier empleado, incluidos los supervisores y compañeros de trabajo.
$43k-63k yearly est. Auto-Apply 60d+ ago
Tax Senior
Kevane Grant Thornton LLP
Portfolio manager job in San Juan, PR
General Description:
Tax Seniors are responsible to perform regular engagements with minimum supervision. Participate in several engagements at the same time. Be involved in the preparation of tax accruals during audit procedures and be of assistance in the preparation of more technical work. This position will work directly with our Tax Compliance team.
Qualifications and requirements:
Bachelor's degree in Business Administration, major in Accounting
Four years or more of progressive tax experience in the public accounting field
CPA license preferred
Ability to lead/manage engagements/projects
Strong leadership, mentoring skills, couple with excellent verbal, written and presentation skills
Excellent analytical, organizational and engagement management skills
Excellent interpersonal skills
Excellent written and verbal communication skills (both Spanish and English)
Strong computer skills including proficiency in Microsoft Office and tax preparation software
Ability to work additional hours as needed
Kevane Grant Thornton is proud to be an Equal Employment Opportunity and Affirmative Action employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, religion, sexual orientation, gender identity, gender expression, national origin, age, disability status, genetic information, military or veteran status or any other applicable legally protected considerations made unlawful by federal, state, or local laws.
$54k-72k yearly est. Auto-Apply 60d+ ago
SAP Order to Cash (SD) Consultant, Manager
PwC 4.8
Portfolio manager job in San Juan, PR
Industry/Sector Not Applicable Specialism SAP Management Level Manager A career in our SAP Customer team, within our SAP consulting practice, will provide you with the opportunity to lead our clients in their customer transformation journey by reimagining exceptional experiences to their customers and employees while achieving their revenue growth goals without boundaries. We help our clients implement and effectively use SAP offerings to solve their business problems and fuel success in the areas of finance, supply chain, customer, human capital and engineering. Simply put, we focus on delivering business led, technology enabled change across the digital core and the latest in mobile, analytics and cloud solutions.
As part of the SAP Customer team, your primary focus will be on Lead to Cash transformation for our clients - both traditional business models and enabling next generation XaaS (anything as a service) business models leveraging SAP C/4 Sales, Service and Marketing cloud; SAP CPQ; SAP Commerce; SAP Subscription Billing (BRIM); SAP Entitlement Management; and SAP S/4 Sales and Distribution solutions.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
* Develop new skills outside of comfort zone.
* Act to resolve issues which prevent the team working effectively.
* Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
* Analyse complex ideas or proposals and build a range of meaningful recommendations.
* Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
* Address sub-standard work or work that does not meet firm's/client's expectations.
* Use data and insights to inform conclusions and support decision-making.
* Develop a point of view on key global trends, and how they impact clients.
* Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
* Simplify complex messages, highlighting and summarising key points.
* Uphold the firm's code of ethics and business conduct.
Job Requirements and Preferences:
Basic Qualifications:
Minimum Degree Required:
Bachelor Degree
Minimum Year(s) of Experience:
6 year(s)
Preferred Qualifications:
Preferred Knowledge/Skills:
Demonstrates extensive-level abilities and/or a proven record of success directing efforts in a SAP Customer consulting capacity including:
* Demonstrating success working with clients' business and IT teams to understand key business goals and translate those to a SAP Customer solution;
* Demonstrating success defining project scope and project implementation plans;
* Demonstrating success establishing measurable criteria concerning deliverability;
* Possessing a proven record of success of understanding SAP Customer application based solutions;
* Leveraging proven experience in consulting, designing, implementing and leading project consulting engagements within the SAP Customer product suite;
* Demonstrating success assisting clients in the implementation and support of SAP Customer solutions and improving business processes;
* Demonstrating a record of success in the common issues facing clients who provide products and services within one or more of the following sectors including technology, automotive, consumer and retail, energy, industrial products or utilities;
* Designing, building, testing and deploying the SAP Customer solution components required for successful integrations to SAP and non-SAP systems;
* Identifying and addressing client needs, building, maintaining, and utilizing networks of client relationships and community involvement, communicating value propositions, managing resource requirements, project workflow, budgets, billing and collections, and preparing and/or coordinating complex written and verbal materials;
* Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff including providing timely meaningful written and verbal feedback;
* Creating and maintaining a knowledge-base of service delivery content based on reusable information and knowledge objects, as well as their cross-purposed or leveraged functionality; and,
* Utilizing presentation slides, practice marketing materials, change management plans and/or project plans, workshops and whitepapers, practice methodologies and tools, policies and procedures, and/or other standard business communications.
Travel Requirements
Up to 80%
Job Posting End Date
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$74k-107k yearly est. Auto-Apply 27d ago
Tax Senior - Federal / Corporate Tax
Deloitte 4.7
Portfolio manager job in San Juan, PR
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice!
Recruiting for this role ends on May 31, 2026.
What You'll Do
As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research.
Responsibilities Will Include:
* Performing a detailed technical review of partnership, corporate, and individual federal tax returns and reviewing all related work papers.
* Coordinating with client's tax and finance departments on tax planning and compliance data gathering.
* Performing detailed review of income tax provisions in accordance with ASC 740.
* Researching federal tax legislation to assist in understanding the impact on compliance and consulting.
* Assisting with various tax consulting projects including research and writing projects related to federal tax planning, restructuring, controversy, and accounting for income taxes.
* Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements.
The Team
At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.
Qualifications
Required
* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
* Limited immigration sponsorship may be available
* Bachelor's degree in accounting, finance, or related field.
* 3+ years' experience in federal taxation
* Preparation and review experience of federal tax returns for corporations, partnerships, and individuals
* One of the following active accreditations obtained, in process, or willing and able to obtain:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible:
* Licensed Attorney
* Enrolled Agent
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
Preferred
* Advanced degree such as Masters of Tax, JD, and/or LLM
* Experience working in a virtual and/or global environment
* Passion for leveraging technology and exploring new technology solutions
* Experience with accounting for income taxes in accordance to ASC740
* Previous Big 4 or large CPA firm experience
* Excellent research and writing skills
* Excellent presentation and communications skills
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
************************************************************************************************************
btstax
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
Our purpose
Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 315700
Job ID 315700
$66.6k-151.6k yearly 50d ago
Audit Manager
Deca Analytics 4.2
Portfolio manager job in San Juan, PR
Job Description
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach combining quantitative analytics, our qualitative experience, and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses.
Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.
Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.
Access to Capital: We provide access to affordable capital through non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.
OPPORTUNITY
We are seeking a highly motivated candidate with the ability to think both analytically and creatively to join our fast-growing team of dedicated professionals. The selected candidate will report to senior leadership and participate in strategic planning and supporting the growth of DECA.
Responsibilities as an Audit Manager will include:
Perform Agreed Upon Procedures (AUP) engagements related to tax credits, specifically verifying the eligibility of expenses associated with research and development (R&D) activities and tourism projects.
Prepare detailed AUP reports, including the certification of eligible expenses, executive summaries, and the necessary documentation, such as supplier details, payment evidence, and applicable regulatory references.
Prepare and file Annual Reports for clients with the Puerto Rico Department of State.
Serve as the primary point of contact for clients undergoing AUP and annual report engagements, addressing any questions or concerns regarding the processes.
Oversee and manage the audit process for multiple client engagements, ensuring timely and accurate delivery of AUPs and annual reports.
Stay current with Puerto Rico's tax credit regulations, including any changes to Act 60 of 2019, as amended, and related regulations.
QUALIFICATIONS
Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or higher is preferred.
Certified Public Accountant (CPA) license, authorized to practice in Puerto Rico.
Minimum of 5 years of experience in auditing.
Experience in conducting Agreed Upon Procedures (AUP) engagements.
Experience in preparing and filing corporate Annual Reports in compliance with Puerto Rico regulations.
Proficiency in audit sampling methods, including statistical and non-statistical approaches.
Strong analytical and detail-oriented skills, with the ability to interpret and apply complex regulatory requirements.
Excellent communication skills, both written and verbal, in English and Spanish.
Ability to manage multiple audit engagements and Annual Report filings simultaneously, delivering high-quality reports within tight deadlines.
COMPENSATION & BENEFITS
At DECA we value every member of our Team and offer highly competitive compensation packages and benefits. For the role of Audit Manager, we would like to offer the following:
Highly competitive base salary commensurate with experience level
Attractive bonus structure based on performance and fee sharing
Health Insurance: 100.0% Premium Tier Care Policy to be paid by DECA
Continuing Educational Certifications & Fees: 100.0% paid by DECA to support ongoing license maintenance and growth within the role.
For more information regarding DECA, please contact us at *************** or visit us at ************
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DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$65k-97k yearly est. 17d ago
Tax Advisory Manager
RSM Puerto Rico 4.4
Portfolio manager job in San Juan, PR
We are looking for you!
Tax Advisory Manager
Some skills and qualifications:
Juris Doctor (JD) degree or Certified Publica Accountant (CPA) license.
At least 5 years of experience in Tax Consulting or Advisory.
Excellent communication and interpersonal skills.
Ability to handle multiple priorities.
Strong analytical skills and attention to details.
$61k-75k yearly est. 55d ago
Full Time Tax Senior - Washington National Tax (LLM) (Summer 2026, Winter 2027)
Deloitte 4.7
Portfolio manager job in San Juan, PR
Full-Time Tax Senior - Washington National Tax (LLM) Would you like to work in our nation's capital for Deloitte's Washington National Tax practice, helping drive both our national tax strategy and potentially federal tax legislation? If this excites you and you are convinced you can work at this level, we have the opportunity for you!
At Deloitte Tax, you will use your valuable education and degree in law to help clients analyze the tax effect of complex decisions, reduce overall tax rates, and pursue performance objectives. We are looking for people from a diverse set of backgrounds who are highly motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a dynamic team environment, you may be the right fit for the role.
Recruiting for this role ends on 2/1/26.
Workyou'lldo
As a Senior in our National Tax practice, you will work with specialists to analyze and resolve global tax and finance issues faced by multinational corporations.
Theteam
Deloitte Tax's Washington National Tax (WNT) professionals offer unique insight into the many factors affecting taxation, from the tax policies that drive federal tax legislation, to understanding the technical nuances that may create compliance exposure. Professionals in the WNT practice are a select group of specialists whose knowledge, skills, and experience are integral to understanding technical issues. Deloitte Tax's WNT professionals work closely with the local office tax professionals and clients to evaluate complicated issues and help manage risk in today's increasingly sophisticated business world.
Qualifications
Required
- LLM in Taxation degree
- Strong academic track record (minimum GPA of 3.0)
- Bar exam eligibility before beginning full-time employment
- Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
- Ability to perform job responsibilities within in a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
- Limited immigration sponsorship may be available
- Candidates must be at least 18 years of age at the time of employment
- The start date for this position will be in Summer/Fall 2026 or Winter 2027
Preferred
- Undergraduate degree in accounting, taxation, or a related field
- Relevant work experience (e.g. previous work experience, internships, summer positions)
Information for applicants with a need for accommodation:
************************************************************************************************************
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $78000 to $140000.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
$78k-140k yearly 60d+ ago
Asset & Wealth Management - Renewable Energy Tax Senior Manager
PwC 4.8
Portfolio manager job in San Juan, PR
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
+ Deal effectively with ambiguous and unstructured problems and situations.
+ Initiate open and candid coaching conversations at all levels.
+ Move easily between big picture thinking and managing relevant detail.
+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
+ Contribute technical knowledge in area of specialism.
+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
+ Navigate the complexities of cross-border and/or diverse teams and engagements.
+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.
+ Uphold the firm's code of ethics and business conduct.
**Additional Responsibilities**
Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act.
We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights.
**Global LoS**
Tax
**Job Requirements and Preferences**
**Basic Qualifications**
Minimum Degree Required (BQ)
Bachelor Degree
**Required Field(s) of Study (BQ)**
Accounting
**Minimum Year(s) of Experience (BQ)**
5 year(s)
**Certification(s) Required (BQ)**
**CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity**
**Preferred Qualifications**
**Preferred Knowledge/Skills**
Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds:
+ Leveraging knowledge of structuring of funds and fund management companies to limit tax liability;
+ Possessing in-depth knowledge of alternative investment strategies and vehicles; and,
+ Utilizing in-depth tax technical skills, including partnership tax forms.
Demonstrates in-depth experience identifying and addressing client needs:
+ Experience with complicated partnership structures;
+ Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation;
+ Showcasing a desire to learn more about the renewable energy industry
+ Innovating through new and existing technologies, along with experimenting with digitization solutions;
+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
+ Utilizing digitization tools to reduce hours and optimize engagements;
+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements;
+ Building, maintaining, and utilizing networks of client relationships and community involvement; and,
+ Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.
Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;
+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;
+ Seeking diverse views to encourage improvement and innovation; and,
+ Coaching staff including providing timely meaningful written and verbal feedback.
We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$61k-87k yearly est. 60d+ ago
Asset & Wealth Management - Tax Senior Manager
PwC 4.8
Portfolio manager job in San Juan, PR
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
+ Deal effectively with ambiguous and unstructured problems and situations.
+ Initiate open and candid coaching conversations at all levels.
+ Move easily between big picture thinking and managing relevant detail.
+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
+ Contribute technical knowledge in area of specialism.
+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
+ Navigate the complexities of cross-border and/or diverse teams and engagements.
+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.
+ Uphold the firm's code of ethics and business conduct.
**The Opportunity**
As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.
**Responsibilities**
- Lead and manage large-scale projects to achieve successful outcomes
- Innovate and streamline processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Build trust with multi-level teams and stakeholders through open communication
- Motivate and coach teams to solve complex problems
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firm's business strategies
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**What Sets You Apart**
- In-depth knowledge of compliance for financial partnerships
- Knowledge of structuring funds to limit tax liability
- Experience identifying and addressing client needs
- Building and utilizing networks of client relationships
- Managing resource requirements and project workflow
- Creating an atmosphere of trust in teams
- Developing new relationships and selling new services
- Innovating through new and existing technologies
- Utilizing digitization tools to enhance engagements
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$61k-87k yearly est. 34d ago
Tax Manager - Federal / Corporate Tax
Deloitte 4.7
Portfolio manager job in San Juan, PR
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice!
Recruiting for this role ends on May 31st 2026.
What You'll Do
As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.
Responsibilities will include:
+ Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.
+ Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
+ Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
+ Managing engagement workflow, engagement team resources, and engagement billing.
+ Providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
The Team
At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. (1) Learn more about Deloitte Business Tax Services.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ Bachelor's degree in accounting, finance, or related field
+ Limited immigration sponsorship may be available
+ 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred:
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Solid understanding with accounting for income taxes in accordance to ASC740
+ Previous Big 4 or large CPA firm experience
+ Strong management experience
+ Excellent research and writing skills
+ Excellent presentation and communications skills
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
************************************************************************************************************
btstax
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
$57k-75k yearly est. 60d+ ago
Tax Manager - Private Wealth
Deloitte 4.7
Portfolio manager job in San Juan, PR
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!
Recruiting for this role ends on June 1, 2026
What You'll Do
As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
The Team
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
+ 5+ years of public accounting experience (at least 3 years in investment management)
+ One of the following accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
+ Bachelor's degree in accounting, finance, or other business-related field
+ Experience reviewing partnership and/or trust documents
+ Experience managing projects including scheduling, budgeting, client correspondence, and billing
+ Strong communication, interpersonal, and organizational skills
+ Excellent research and writing skills
Preferred
+ Advanced degree such as MST, MAcc, JD, or LLM
+ Prior Big 4 or large CPA firm experience
+ Knowledge of fund accounting and general ledger accounting
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
************************************************************************************************************
Btstax
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
$57k-75k yearly est. 60d+ ago
Asset & Wealth Management - Renewable Energy Tax Manager
PwC 4.8
Portfolio manager job in San Juan, PR
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
**Additional Responsibilities** :
Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act.
We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights.
**Custom Orgs** :
**Global LoS** :
Tax
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Minimum Years of Experience** :
4 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive-level success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system.
+ Utilizing experience with complicated partnership structures;
+ Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; and,
+ Possessing a desire to learn more about the renewable energy industry.
Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to:
+ Innovating through new and existing technologies, along with experimenting with digitization solutions;
+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
+ Utilizing digitization tools to reduce hours and optimize engagements; and,
+ Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.
We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$54k-77k yearly est. 60d+ ago
Tax Manager - Mutual Funds
Deloitte 4.7
Portfolio manager job in San Juan, PR
Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you!
What you'll do
As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.
The team
As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
+ Bachelor's degree in accounting, finance, or other business-related field
+ Limited immigration sponsorship may be available
+ Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
+ Demonstrated basic understanding of Subchapter K and investment partnership taxation
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred:
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Previous Big 4 or large CPA firm experience
+ Knowledge of fund accounting and general ledger accounting
+ Strong verbal and written communication skills
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
************************************************************************************************************
fsitax
btstax
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.