Tax Advisor – Puerto Rico Focus

Flex HR

Tax Advisor providing key tax advisory services for individuals and closely held businesses. Engaging closely with clients to deliver proactive, meaningful guidance beyond compliance requirements.

Posted 5/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Health insurance options available
PTO and paid holidays

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

U.S. tax advisorytax planningentity structuringmulti-entity considerationsmulti-state considerationsinternational tax advisorytax strategycompliance

Soft Skills

client-facing experienceindependent workadvisory mindsetproactivestrategicsolutions-drivencommunication

Certifications

CPAEA