Tax Preparation Lead- Remote - Puerto Rico Focus

Tax Preparation Lead

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

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.

• 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
• Registered EA (Enrolled Agent) 

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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