Responsible for the management of multiple tax engagements in order to deliver quality tax services to our clients. Leader of a team of Tax Consultants in charge of the preparation and review of local, federal and state taxes for individuals, businesses, estates, trusts, pension plans and other exempt organizations.Responsible of building new and maintaining existing client relationships. In charge of preparing internal memorandums, written correspondence/guidance… Show more Responsible for the management of multiple tax engagements in order to deliver quality tax services to our clients. Leader of a team of Tax Consultants in charge of the preparation and review of local, federal and state taxes for individuals, businesses, estates, trusts, pension plans and other exempt organizations.Responsible of building new and maintaining existing client relationships. In charge of preparing internal memorandums, written correspondence/guidance, private letter rulings and other documents for submission to the IRS and the Puerto Rico Treasury Department among other agencies.Duties include the training of senior and staff members of the firm, review and evaluation of their work, management of multiple clients, budgets and production goals, conduct internal training courses and seminars.Currently, I am actively engaged in the retirement benefit plans qualification and compliance process with the Puerto Rico and Federal authorities, the preparation of Puerto Rico and Federal income and estate tax returns, estate tax planning, Sales & Use Tax compliance, income tax audits, and consulting services.Posses thorough experience with Foreign Grantor Trusts tax compliance issues, FATCA requirements for individuals and corporations, the IRS Offshore Voluntary Disclosure Program (OVDP), and the DOL Employee Benefits Security Administration's Delinquent Filer Voluntary Compliance Program (DFVCP) for pension plans. Lately, have been assisting Puerto Rico's Act 60 Grantee's with their local and Federal tax compliance issues. Show less

Analyzed and reviewed taxpayer’s claims in regards of their tax obligations. Assisted taxpayers and representatives with their inquiries regarding the income tax laws and rulings administered by the Agency. Reviewed financial information on the income tax returns. Requested additional information if necessary. Applied the Internal Revenue Code dispositions in connection with income, estate, gift and excise tax.