Prepare and review Puerto Rico and Federal tax returns for individuals and business entities Review complex income tax returns to ensure accuracy and compliance Analyze client accounting records and ensure regulatory compliance Assist wi...
Lead and manage audit engagements from planning through completion, ensuring adherence to timelines, budgets, and quality standards Review audit workpapers, financial statements, and reports for accuracy and completeness Supervise and men...
Handle full-cycle accounting for the firm. Prepare and analyze monthly, quarterly, and annual financial statements. Manage accounts payable and receivable. Perform bank reconciliations. Ensure compliance with local tax and regulatory req...
Oversee PR physical office by providing leadership, guidance, and support Ensure all IT areas are running efficiently. Oversee the onboarding and implementation of all new clients Participate and be engaged in all product development ini...
Identify and develop new sales opportunities within assigned markets. Manage and grow existing client accounts through strong relationship-building. Prepare and deliver sales presentations, proposals, and product/service information. Mee...
Manage incoming phone calls, emails, and written correspondence in both English and Spanish. Coordinate calendars, schedule meetings, manage appointments, and organize logistics. Prepare and edit documents, reports, spreadsheets, and pres...
Evaluate and examine claims. Review reports prepared by external parties. Review the corresponding insurance policy against claims received. Other duties as required. Requisitos: Adjuster license provided by the Puerto Rico Insurance Co...