Associate attorney with expertise in tax compliance, corporate and business law, and civil litigation. Proven ability in legal research, law analysis, and contract drafting, facilitating effective resolution of complex legal issues. Strong track record of delivering results in high-pressure environments. Committed to upholding legal standards and client outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate Attorney
Acosta & Ramírez Law Office LLC
04.2025 - Current
Draft various contracts, including members and managers managed operating agreements, bylaws, voting trusts, lease agreements, purchase and sale agreements, capital contribution agreements, corporate resolutions, and other ancillary documents to support client transactions.
Assist in the negotiation with taxing authorities on behalf of clients, resolving disputes and securing favorable settlements.
Draft and file applications for private letter rulings from the Department of the Treasury.
Draft tax grant applications, acceptance, amendment, and surrender sworn statements, and application for tax credits.
Structure private equity funds to minimize tax liability, manage risks, deploy capital efficiently, and maximize returns by leveraging available tax incentives.
Advise clients on estate planning, addressing tax law changes and their implications.
Analyze proposed legislation that could affect current or future tax liabilities of clients.
Associate Attorney
Ecija SBGB LAW
04.2024 - 04.2025
Conducted legal research, analyzed, and interpreted case law, statutes, and regulations to provide targeted legal advice addressing specific client legal issues.
Provided legal advice to clients on a variety of matters related to tax compliance, corporate law, and business governance.
Drafted, presented, and negotiated tax decree applications with the Office of Incentives for Businesses, sworn statements, and application for tax credits.
Developed and executed legal strategies for commercial and business disputes, negotiating settlements that effectively resolved conflicts between parties.
Engaged in motion practice, including dismissals, reconsiderations, summary judgment motions, and other pleadings.
Drafted petitions for writs of certiorari and appeals to the Court of Appeals and Supreme Court of Puerto Rico.
Prepared litigation materials, including discovery requests, witness interviews, and deposition sessions.
Prepared for and represented clients at trial, attending hearings and governmental agency appearances to advocate for client interests.
Financial and Business Analyst
Popular Insurance LLC
10.2022 - 04.2024
Prepared ad hoc financial analysis reports such as forecast analysis, producer profitability analysis, product sales analysis, client analysis, growth opportunities analysis, and benchmarking analysis.
Analyzed financial ratios to identify variances and market trends.
Monitored corporate expenses against budget allocations, reporting findings to president for strategic decision-making.
Updated the business profitability model, analyze results, discuss findings, and make recommendations with management.
Prepared AM Best presentation for credit rating assessments of Popular Life Re and Popular RE, contributing to risk management efforts.
Analyzed financial statements, risk management practices, claims history, and governance structures for the placement of Directors and Officers (D&O) liability insurance.
Co-created management strategy presentations and business briefs to enhance internal financial communications.
Recorded detailed minutes from board meetings to ensure accurate documentation of discussions and decisions.
Accountant and Senior Accountant
Mapfre Puerto Rico
01.2018 - 10.2022
Managed state and municipal sales and use tax for MAPFRE and its subsidiaries.
Managed providers withholding tax for MAPFRE Life Insurance Company.
Performed agency duties for multiple government agencies in Puerto Rico.
Assisted in the preparation of quarterly and annual financial statements.
Prepared and posted journal entries, monthly reconciliations, and monthly financial statements, including profit and loss, balance sheet, and cash flow.
Produced several health and premium compliance reports for Puerto Rico's Commissioner of Insurance.
Managed the preparation of premium tax and state surcharge documentation.
Prepared proof of cash for auditors and coordinated comprehensive accounting data, facilitating efficient audit processes.
Intern and Associate
BDO, Puerto Rico P.S.C
02.2015 - 04.2016
Prepared individual and corporate income tax returns, including individuals and corporations under tax incentives acts, pass-throughs, trusts, estates, volume of business, and property tax returns.
Assisted in preparing client letters and reports, clarifying income tax compliance matters to enhance client understanding.
Education
Juris Doctor -
University of Puerto Rico | Law School
06.2023
BA - Accounting and International Business
University of Puerto Rico | Humacao
06.2015
Skills
Tax compliance
Tax planning
Tax incentives
Corporate transactions
Contracts
Corporate governance
Legal research
Regulatory interpretation
Web-based research tools knowledge
Westlaw
LexisNexis
Fastcase
Checkpoint
Blue J
Publications
Naturaleza de la Obligación Hipotecaria Constituida Bajo el Régimen de la Sociedad Legal de Gananciales sobre un Inmueble Privativo: Un análisis a la luz del Código Civil de 2020, 93 REV. JUR. U.P.R, 2024
Certification
Notary Public, Puerto Rico, 09/01/25
Attorney at Law, Puerto Rico, 09/01/23, achieved 8th highest score on the September 2023 Bar Exam
Certified Public Accountant, 04/01/17
Activities
Member of the American Institute of Certified Public Accountants
Member of the Puerto Rico Society of Certified Public Accountants