Tax Advisor - Remote - Puerto Rico Focus

Remote
Full Time

TAX ADVISOR

Remote Flexibility  - Puerto Rico Focus •   $85,000 – $115,000  •   Full-Time

 

ABOUT THE ROLE

This is not a tax prep seat. It’s a true advisory role — built for a seasoned professional who leads with strategy, not software.

We’re recruiting on behalf of a growing firm expanding its advisory services. They need a Tax Advisor who can sit across from a business owner or high-net-worth individual, understand the full picture, and deliver proactive, meaningful guidance — not just compliance check boxes.

If you’ve spent your career wanting to be more than a preparer, this is that opportunity.

WHAT YOU’LL DO

  • Provide tax planning and advisory services for individuals and closely held businesses
  • Advise on entity structuring and multi-entity/multi-state considerations
  • Support international tax advisory matters impacting U.S. taxpayers with cross-border exposure
  • Guide tax strategy related to business growth, restructuring, and ongoing compliance
  • Collaborate with bookkeeping and accounting teams to align tax strategies with financial data
  • Participate in client meetings and communicate complex tax concepts clearly

WHAT WE’RE LOOKING FOR

Required

  • Solid U.S. tax advisory and planning experience
  • Proven track record advising pass-through entities, high-net-worth individuals, and SMBs
  • Client-facing experience with the ability to work independently
  • Strong advisory mindset — proactive, strategic, and solutions-driven

Preferred

  • CPA or EA credential (open to seasoned non-credentialed advisors with a demonstrated advisory track record)
  • International tax advisory experience related to U.S. taxpayers

Bonus - Not Required

  • Puerto Rico Act 60 advisory exposure

COMPENSATION & BENEFITS

  • Salary: $85,000 – $115,000 depending on experience and credentials
  • Engagement: W-2 or 1099 — your preference
  • Bonus: Performance-based bonus potential
  • Benefits: Health insurance options available
  • Time Off: PTO and paid holidays
  • Location: Remote or hybrid flexibility (remote-friendly for the right candidate)
  • Growth: Growth opportunity within a firm actively scaling its advisory practice

A NOTE FROM YOUR RECRUITER

This role is being filled through Flex HR — we work directly with our clients as their embedded recruiting partner, not as a traditional staffing agency. You’ll deal with one person, start to finish.

If this sounds like the role you’ve been waiting for, reach out. I’d love to connect.

 

 

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