Tax Advisor - Remote - Puerto Rico Focus

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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