• Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities. • Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate. • Serve as the primary point of contact for external client communications regarding tax matters, ensuring a high level of service and responsiveness • Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments. • Perform tax research and recommend solutions to client tax questions as needed. • Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.

Role Description Como Tax Assistant vas a trabajar en el equipo de Accounting y supervisar todas sus operaciones que tengan que ver con impuestos, interactuando también con asesores impositivos. Asimismo, vas a participar en la estructuración de procesos buscando la mayor eficiencia fiscal, y detección temprana de problemas. - Revisión de declaraciones juradas de impuestos recurrentes. - Desarrollo de reglas contables e impositivas para nuestros productos. - Cierre mensual y conciliaciones. - Generación de informes y presentaciones impositivas perfilados para inversores. Qualifications - Que seas Contador o Contadora. - Que tengas un alto nivel de atención. - Al menos 5 años de experiencia en empresas de tecnología de alto crecimiento. Benefits - La posibilidad de trabajar con los mejores profesionales, aprender de ellos y desarrollar sus habilidades al máximo de su potencial. - Un entorno de trabajo dinámico y de mente abierta. - Período de formación y posibilidades reales de promoción. - Trabajo por metas y objetivos, con un horario flexible. - Seguro médico, días libres adicionales, entretenimiento, beneficios en entrenamiento y bienestar, herramientas de trabajo propias, entre muchas otras cosas. - ¡Estamos trabajando remoto y seguiremos haciéndolo!

Role Description We're looking for a highly organized and detail-oriented Accounting & Tax Specialist to join our team for our US market. This is a crucial role for someone who thrives in a fast-paced environment and has a strong understanding of financial processes, particularly in US accounting and tax compliance. You'll be instrumental in ensuring the smooth and efficient operation of our office by providing essential support to the accounting department. Qualifications - 5+ years of experience in an accounting or office support role, with specific experience in US accounting and tax-related tasks. - Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and the ability to learn new software and systems quickly. - Experience with accounting software like NetSuite and tax management software like Avalara is a significant plus. - Excellent organizational and time management skills, with a keen eye for detail and accuracy. - Strong verbal and written communication skills. - A proactive mindset and the ability to work independently and as part of a team. - A high level of integrity and discretion when handling confidential information. Requirements - Assist the accounting team with accounts payable and receivable tasks, including processing invoices, expense reports, and preparing payments. - Perform accurate and timely data entry for financial transactions and assist with bank and credit card reconciliations. - Support the preparation of documentation for tax filings and ensure compliance with US tax regulations. - Help prepare financial reports and presentations by gathering data and formatting documents. - Assist in preparing documents for audits and ensure compliance with internal financial policies and procedures. - Utilize tools like Avalara and NetSuite to manage accounting and tax-related tasks. Benefits - Competitive salary and comprehensive benefits package. - Opportunities for professional development and growth. - A collaborative and supportive team environment. - Health insurance. - Generous holiday time. Company Description Join us and help build a successful future together!

• Work closely with the Tax team and Wealth Advisors to meet clients’ financial planning needs • Prepare and review federal and state tax returns for clients • Assist clients with tax letters, notices, and audits • Assess implications of US international tax reporting for foreign clients living in the US • Collaborate with Tax Advisors to produce tax projections and planning • Help evaluate and demo software alternatives for the Tax team • Continually search for ways to improve processes and client experience • Help recruit, hire, train, and manage others on the Tax team