Act 60 & Tax Specialist

This is a fully remote position, open to applicants in Puerto Rico.

📋 Description

• Support the onboarding process for Act 60 clients

• Collect necessary documentation for Act 60 applications

• Prepare and submit Act 60 applications via the DDEC Portal

• Compile annual Act 60 compliance reports along with supporting documentation

• Track Act 60 deadlines and compliance obligations

• Collaborate with clients concerning their decree responsibilities

• Prepare Individual Income Tax Returns for Puerto Rico

• Assist with Corporate Income Tax Returns for Puerto Rico

• Calculate estimated tax obligations

• Investigate Puerto Rico tax-related matters

• Prepare U.S. Individual Income Tax Returns

• Assist with tax notices and manage client communications

• Represent clients before Hacienda as permitted

• Follow up on tax notices

• Aid in certifications, registrations, and government communications

• Address client concerns with Puerto Rico government agencies

• Conduct bookkeeping tasks

• Reconcile bank and credit card accounts

• Maintain general ledger entries

• Prepare financial statements

• Review and evaluate Profit & Loss Statements, Balance Sheets, and Cash Flow reports

• Assist with closing processes at month-end and year-end

• Support projects aimed at accounting cleanup

• Ensure effective communication with clients

• Maintain precise records in TaxDome and internal systems

• Meet deadlines while managing multiple client engagements

• Elevate complex issues to the Senior Lead

⛳️ Requirements

• Bachelor's Degree in Accounting

• Experience in a CPA firm based in Puerto Rico

• Proficiency in Expert Tax software

• Understanding of Puerto Rico tax regulations and compliance standards

• Experience in preparing Individual Income Tax Returns for Puerto Rico

• Excellent communication and client service abilities

• Must be a resident of Puerto Rico

• Possession of a valid driver’s license and access to a reliable vehicle

• Willingness to travel across Puerto Rico for client and Hacienda meetings

• At least 4 years of experience in accounting

• Preferred experience with Act 60 incentives

• Preferred experience in preparing and submitting Act 60 applications via the DDEC Portal

• Preferred experience in preparing Corporate Income Tax Returns for Puerto Rico

• Preferred experience in handling Hacienda notices and providing client representation

• Bilingual in English and Spanish is a plus

• Tax Preparer License is preferred

• CPA candidate is preferred

🏝️ Benefits

• Remote work opportunity

• Full-time employment