Finance Team Lead (Tax Specialist) - Costa Rica

A Finance Team Lead (Tax Specialist) at World Business Lenders is primarily responsible for leading a team of analysts to prepare various tax returns and ensure timely submissions. This includes coordinating with external tax advisors, supporting tax audits, maintaining compliance with local tax laws, and researching regulations. You’ll also identify tax planning opportunities to optimize the company’s tax liability, develop internal controls, and provide guidance across teams!

To qualify for the Finance Team Lead (Tax Specialist) role at World Business Lenders, candidates should have a degree in Accounting or Finance, or be a CPA. Additionally, at least 4 years of experience in tax planning and compliance, especially in a multinational context, is essential. Strong knowledge of US tax laws, excellent analytical skills, and experience with external tax advisors are also key qualifications.

The ideal candidate for the Finance Team Lead (Tax Specialist) position at World Business Lenders will have over four years of experience in tax planning and compliance, preferably in a multinational organization. They should be well-versed in US tax regulations, have experience in handling tax audits, and possess strong organizational skills needed to manage multiple projects effectively.

Technical skills critical for a Finance Team Lead (Tax Specialist) at World Business Lenders include proficiency in accounting software, particularly Microsoft Excel, which is vital for modeling and data analysis. Additionally, experience in US GAAP and auditing will greatly benefit someone in this role, helping to navigate complex financial requirements with ease.

The Finance Team Lead (Tax Specialist) position at World Business Lenders does not specify a location, which may imply flexibility in remote or hybrid work arrangements. However, it's encouraged to clarify directly with the company to understand the specifics regarding work environment and expectations.

When discussing your experience with tax planning and compliance, highlight specific examples where you've led a team in preparing tax returns or coordinated with external advisors. Focus on the systems and processes you established to ensure timely compliance and any audit experiences that demonstrate your thorough understanding of the tax landscape.

To ensure accuracy in your tax filings, mention a systematic approach that includes reviewing documents at multiple stages, training your team on best practices, and utilizing technology for error detection. Elaborate on how maintaining organized records and collaborating closely with external tax advisors contributes to minimizing errors.

Explain your methods for staying current with tax regulations such as subscribing to industry newsletters, attending tax seminars, and participating in professional organizations. Emphasize your proactive approach to research and continuous learning to maintain compliance and identify new planning opportunities.

Share a relevant anecdote where you faced a specific challenge, such as a tax audit or a significant change in regulation. Describe the steps you took to overcome it, highlighting your problem-solving skills and the outcomes that resulted from your actions.

Outline your approach to team management, such as setting clear expectations, conducting regular check-ins, and fostering an open communication environment. Highlight your ability to motivate and guide your team through busy periods, ensuring deadlines are met without sacrificing quality.

Discuss your experiences collaborating with external tax advisors, including how you approached these partnerships to ensure effective communication and compliance. Mention instances where your collaborative efforts contributed to successful outcomes during audits or complex tax filings.

To handle multiple tax projects successfully, explain your time-management methods such as prioritizing tasks based on urgency and importance. Mention the use of project management tools, delegation of tasks, and how you ensure your team is on track while meeting deadlines effectively.

Express your belief in the importance of technology in enhancing efficiency and accuracy in tax compliance. Discuss specific tools you've used for data analysis, predictive modeling, or workflow automation to streamline processes and reduce the chance of errors.

Describe your methodical approach to tax audits, including preparation, documentation, and risk management. Highlight how you collaborate with your team and external advisors to facilitate a stress-free audit experience while ensuring complete compliance.

Identify essential communication skills such as active listening, clear writing, and the ability to present complex information in a straightforward manner. Discuss how these skills are crucial in mentoring your team, liaising with other departments, and communicating with external advisors.