Tax Manager

General Responsibilities

The Tax Manager oversees the company's tax compliance, consulting, and planning. The principal responsibilities are to develop and recommend tax strategies to optimize tax structure, preparation and timely filing of tax returns with the corresponding governmental agencies, quarterly tax provisions and analysis, including, as applicable, evaluation of accounting transactions to determine tax impact (ASC 740), review and assessment of the tax disclosures to be included as part of the 10Q and 10K Filings with the SEC. Ensures execution of all key controls, including but not limited to SOX controls, as per assigned roles within established procedures and within approved delegation of authority and authorized limits. Responds to and review all escalations or deviations that may be brought to their attention.

Essential Duties and Responsibilities

• Responsible for overseeing and reviewing the quarterly tax provisions for EVERTEC, Inc., and subsidiaries, including Puerto Rico and LATAM, and the corresponding journal entries.
• During the year, calculates the effective tax rate for each entity based on the budget and updates forecast numbers as required by the ASC 740.
• Gathers, analyses, and prepares all the backup documentation and information necessary to complete income, personal property, municipal volume of business, and annual reports for PRIDCO and the Department of State annual returns.
• Assist top management in implementing tax strategies to enhance and optimize the organization's tax structure, leading key projects.
• Reviews the 10Q (quarterly report) and 10K (annual audited report) Income tax-related disclosures.
• Reviews and approves the bi-weekly payroll tax deposit process. Oversight of the quarterly payroll tax returns with the corresponding governmental agencies.
• Oversees and assesses the determination of the expected income tax expense and stock compensation expense for the budget.
• Oversees and approves the monthly preparation and payment of the Sales and Use (IVU) tax returns and responds to any consultation related to IVU matters.
• Ensures compliance with Tax Exemption Decree requirements and filings.
• Oversees and approves the USVI monthly tax accrual and journal entries. Ascertain that the team gathers, analyses, and prepares all the backup documentation and information necessary to complete the Virgin Islands corporate annual income tax return and oversee and review the gross receipts monthly return with the USVI government.
• Develops policies and procedures for the tax area. Such policies include a schedule detailing all required filing due dates.
• Ensures that staff / group supervises and executes all key financial controls as per assigned roles within established procedures and the approved delegation of authority and authorized limits. Respond to and review all escalations or deviations that may be brought to their attention and report any exceptions to established internal controls.

Performs duties through methods and actions that are consistently ethical and in total compliance with the laws, applicable regulations, Code of Ethics, corporate policies and guidelines and rules of conduct. Completes corporate trainings and certifications intended for the detection and prevention of money laundering related activities and fraud, insider training and conflict of interest policies and procedures, as applicable.

Education and Experience Required