Tax Analyst

Área: Controllership
Reporta a: Finance Manager
Tipo de empleo: Tiempo completo, temporal (6 meses)
Ubicación: Remoto

Objetivo del puesto

El Analista de Impuestos será responsable de gestionar la recuperación de saldos a favor de IVA para las compañías del grupo en México, abarcando desde la preparación y presentación de solicitudes hasta el seguimiento y obtención de la devolución.

Responsabilidades principales

• Revisar y conciliar saldos a favor de impuestos.
• Operar plataformas del SAT (Buzón Tributario, DIOT, CFDI, balanzas electrónicas).
• Aplicar legislación fiscal vigente, miscelánea fiscal y criterios normativos.
• Dar seguimiento a requerimientos y solicitudes de información del SAT.
• Preparar y presentar solicitudes mensuales de devolución de IVA.

Gestión de devoluciones de IVA:

• Validar la procedencia de saldos a favor mediante revisión integral contable y fiscal.
• Analizar la consistencia entre declaraciones, estados financieros y pagos realizados.
• Integrar expedientes conforme a la normatividad vigente.
• Preparar documentación soporte sólida (estados de cuenta, auxiliares contables, ingresos, etc.).
• Coordinar con áreas internas (Contabilidad, Legal, Operaciones, Comercio Exterior).
• Atender requerimientos del SAT con soporte técnico y documental.
• Representar a la empresa ante la autoridad fiscal durante el proceso.
• Dar seguimiento hasta la autorización y recuperación efectiva del saldo.

Requisitos

• Licenciatura en Contaduría Pública (indispensable).
• Experiencia mínima de 2 años en impuestos, preferentemente en despacho contable.
• Conocimientos sólidos en IVA, ISR y declaraciones de personas morales.
• Manejo de Microsoft Office y SAP o sistema contable similar.

Competencias clave

• Análisis de datos y pensamiento crítico.
• Organización y atención al detalle.
• Seguimiento y orientación a resultados.
• Trabajo en equipo y colaboración interfuncional.

Classification: Controllership
Reports to: Finance Manager
Employment type: Full-time, temporary (6 months) – Remote

Role Objective

As a Tax Analyst, you will be primarily responsible for managing the recovery of VAT credit balances for the group companies in Mexico, covering the entire process from preparation and filing, to handling information requests, monitoring cases, and securing the actual refunds.

Main Responsibilities

• Review and reconciliation of tax credit balances.
• Use of Mexican Tax Authority platforms (SAT): Buzón Tributario, DIOT, CFDIs, and electronic trial balances.
• Application of tax legislation, miscellaneous rules, and regulatory criteria.
• Follow-up on information requests and inquiries received through Buzón Tributario.
• Preparation and filing of monthly VAT refund claims.

VAT refund management:

a. Validation of the VAT credit balance generated

• Comprehensive review of accounting and tax records to confirm the legitimacy of the balance.
• Consistency analysis across tax returns, financial statements, and payments made.

b. Preparation of the initial refund request

• Compilation of requirements according to current tax regulations.
• Preparation of a robust supporting file with complete documentation.
• Review of bank statements.
• Integration and reconciliation of revenues.
• Review of accounting ledgers and financial records.
• Validation of all necessary complementary information.
• Coordination with internal areas for tax documentation (Accounting, Legal, Operations, Foreign Trade, etc.).

c. Advisory and support during information requests

• Technical and documentary responses to tax authority inquiries.
• Support during audits and reviews arising from the refund process.

d. Direct management before the tax authority

• Direct representation in all stages of the process.
• Follow-up through to favorable resolution and effective receipt of the refund.

Experience

• Knowledge of VAT, income tax, and corporate tax returns (legal entities).
• At least 2 years of experience in a similar role, preferably in public accounting firms.
• Proficiency with Microsoft Office and SAP or similar accounting systems.

Education

• Bachelor’s degree in Public Accounting.

Key Competencies

• Data analysis and critical thinking.
• Organization and follow-through.
• Teamwork and collaboration.