Tax Advisor – Puerto Rico Focus

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver tax planning and advisory services for individuals and privately-held enterprises.

• Provide guidance on entity structuring along with multi-entity and multi-state considerations.

• Assist with international tax advisory issues affecting U.S. taxpayers with cross-border interests.

• Advise on tax strategies that relate to business expansion, restructuring, and adherence to ongoing compliance.

• Work in partnership with bookkeeping and accounting teams to ensure tax strategies are in sync with financial data.

• Engage in client meetings and convey complex tax concepts in a clear manner.

⛳️ Requirements

• Strong background in U.S. tax advisory and planning.

• Demonstrated success in advising pass-through entities, high-net-worth individuals, and small to medium-sized businesses (SMBs).

• Experience in client-facing roles with the capability to work autonomously.

• Robust advisory mindset — proactive, strategic, and focused on solutions.

• CPA or EA credential preferred (open to experienced non-credentialed advisors with a proven advisory history).

• Experience in international tax advisory for U.S. taxpayers.

• Bonus - Not Required: Exposure to Puerto Rico Act 60 advisory.

🏝️ Benefits

• Options for health insurance are available.

• Paid time off (PTO) and paid holidays offered.