JESÚS RIVERA
Bayamón
Summary
Tax professional with extensive experience at HLB Puerto Rico, specializing in corporate and individual tax compliance. Demonstrated success in improving client communication and optimizing processes through UltraTax and QuickBooks. Skilled in training and mentoring staff to ensure precise filings and build robust client relationships. Committed to achieving outstanding results in tax services.
Overview
6
6
years of professional experience
Work History
SEMI SENIOR ASSOCIATE – TAX
HLB PUERTO RICO
San Juan
03.2025 - Current
- Prepare and review corporate and individual tax returns in compliance with U.S. and Puerto Rico tax regulations.
- Assist in tax compliance engagements, including preparation of supporting schedules and documentation.
- Collaborate with senior associates and managers to ensure timely and accurate filings.
- Identify inconsistencies and follow up on missing or unclear client information.
- Utilize professional tax software to support efficient and accurate tax return preparation.
TAX ASSOCIATE / STAFF ACCOUNTANT
NUMBERS CONSULTING LLC
Hato Rey
10.2022 - 03.2025
- Prepared corporate and individual tax returns, payroll tax filings, and sales & use tax returns.
- Performed bookkeeping activities and prepared basic financial statements for small and mid-sized clients.
- Assisted in Agreed-Upon Procedures (AUP) engagements and tax compliance projects.
- Worked directly with clients to gather documentation and resolve discrepancies.
TECHNICAL STUDENT INTERNSHIP
DEPARTMENT OF JUSTICE – PROPERTY REGISTRY
Santurce
08.2021 - 11.2021
- Transcribed judicial deeds to be digitized and uploaded to the Karibe platform.
TECHNICAL STUDENT INTERNSHIP
DEPARTMENT OF TREASURY SERVICES 360 – UPRB
Bayamón
08.2019 - 12.2019
- Assisted taxpayers with sales & use tax registrations, filings, and account corrections.
Education
Master of Business Administration (MBA) - Project Management
CALIFORNIA INTERCONTINENTAL UNIVERSITY
California 05-2027
Bachelor of Business Administration - Finance & Accounting
UNIVERSITY OF PUERTO RICO, BAYAMÓN
Bayamón, PR05.2022
Exchange Program - Commerce & Tourism
UNIVERSIDAD COMPLUTENSE DE MADRID
Madrid, Spain07.2019
Skills
- Corporate Tax
- Tax compliance
- Client communication
- Training and mentoring
- Account reconciliation
- Individual Tax
- Payroll Taxes
- Sales & Use Tax
- Tax Compliance
- UltraTax
- ProSeries
- QuickBooks
- SURI
- Expert Tax
- Karibe
- Microsoft Excel (Intermediate)
- Power BI
- Microsoft Office 365
- Google Workspace
Languages
- Spanish (Native)
- English (Fluent)
Volunteer Experience
Ayuda en Acción, Cali, Colombia, 01/01/22
Technical Skills
Corporate Tax, Individual Tax, Payroll Taxes, Sales & Use Tax, Tax Compliance, UltraTax, ProSeries, QuickBooks, SURI, Expert Tax, Karibe, Microsoft Excel (Intermediate), Power BI, Microsoft Office 365, Google Workspace
Timeline
SEMI SENIOR ASSOCIATE – TAX
HLB PUERTO RICO
03.2025 - Current
TAX ASSOCIATE / STAFF ACCOUNTANT
NUMBERS CONSULTING LLC
10.2022 - 03.2025
TECHNICAL STUDENT INTERNSHIP
DEPARTMENT OF JUSTICE – PROPERTY REGISTRY
08.2021 - 11.2021
TECHNICAL STUDENT INTERNSHIP
DEPARTMENT OF TREASURY SERVICES 360 – UPRB
08.2019 - 12.2019
Master of Business Administration (MBA) - Project Management
CALIFORNIA INTERCONTINENTAL UNIVERSITY
Bachelor of Business Administration - Finance & Accounting
UNIVERSITY OF PUERTO RICO, BAYAMÓN
Exchange Program - Commerce & Tourism
UNIVERSIDAD COMPLUTENSE DE MADRID