Act as a senior technical reference on complex tax matters, supporting decision-making across the business;
Develop and recommend tax-efficient structures, especially for foreign-owned U.S. entities;
Perform tax projections and scenario modeling to guide client strategies.
Prepare and review advanced federal and state tax returns for: Individuals, C-Corps, S-Corps, partnerships, trusts and estates;
Ensure accuracy, completeness, and compliance across all filings.
Advise on tax implications for non-U.S. residents and foreign-owned companies operating in the U.S;
Handle filings such as: Form 5472, Form 1120 / 1120-F and others;
Support tax structuring for cross-border operations.
Conduct deep research on evolving tax legislation and complex topics (e.g., nexus, SALT, international taxation);
Ensure compliance with federal, state, and local regulations.
Serve as a primary point of contact for key clients;
Build long-term, trust-based relationships.
Provide guidance and mentorship to junior team members;
Review work, provide feedback, and elevate overall team quality.
Identify and implement improvements in tax workflows, systems, and processes;
Support scalability and efficiency of the tax function.
Education: Bachelor’s degree in Accounting or Finance (Master’s in Taxation is a plus)
Certification: Active CPA license (mandatory)
5–7+ years in public accounting or tax advisory
Strong experience with complex tax scenarios and client advisory
Advanced experience with tax software (e.g., Drake or similar)
Strong Excel skills (e.g., pivot tables, VLOOKUPs)
Experience with US GAAP-to-tax reconciliations
Strategic Thinking: Ability to go beyond compliance and influence tax positioning
Technical Authority: Recognized as a go-to expert in complex tax matters
Analytical Excellence: Strong attention to detail with complex datasets
Communication: Ability to simplify complex tax concepts for clients and stakeholders
Ownership & Autonomy: Operates independently with high accountability
Deadline Management: Thrives in fast-paced, high-demand environments
Have experience with foreign-owned U.S. entities, international reporting (Forms 5471, 5472, etc.), state and local Tax (SALT), and R&D Tax Credits;
Speak other languages, such as Portuguese or Spanish.
A true builder’s environment, with autonomy and real ownership;
Space to test ideas;
A high-performing team and challenging, meaningful projects;
The opportunity to grow with the company and leave your mark;