Tax Advisor

Description Be part of a rapidly growing CPA firm with strong opportunities for growth, autonomy, and flexibility. This senior-level role has a clear path to Tax Manager and Tax Partner. It is best suited for a process- and systems-driven tax professional who can both prepare and review complex Puerto Rico and Act 60 work, and who wants to help scale and build out our Puerto Rico & Act 60 Advisory Tax Practice as a team.

Duties and Responsibilities

Review and Quality Control Perform detailed reviews of Puerto Rico and U.S. business and individual tax returns prepared by staff, ensuring accuracy, compliance, and adherence to Act 60 requirements before final sign-off. Provide clear review notes and coaching to staff and associates to strengthen technical skills and work quality.

Serve as a technical resource for the team on Act 60 and Puerto Rico tax matters. Help maintain and improve preparation checklists, review checklists, workflow, and process documentation for the Puerto Rico tax practice. Preparation and Compliance Prepare Puerto Rico Income Tax Returns for Exempt Businesses under Act 60 for various entities, including C-Corps, sole proprietorships, trusts, and estates.

Prepare Puerto Rico Individual Income Tax Returns (Form 482.0) for Act 60 clients. Prepare Puerto Rico Municipal Volume of Business Declarations, Personal Property Tax Returns (CRIM), Sales and Use Tax Monthly Returns (Hacienda), and Annual Exempt Reports for Act 60 Export Services clients. Assist with interim tax projections, year-end closeouts, and required filings.

Registrations and Permits Set up and register Puerto Rico tax clients in SURI (Merchant’s Certificate, PR Employer Number, Hacienda Virtual, Municipal License – Provisional License Tax, Consult Certification – Virtual Office for Municipal Tax). Request and renew the Merchant’s Registration Certificate (Certificado de Registro de Comerciante) and apply for Withholding Waiver Certificates in SURI.

Apply for municipal Sales and Use Tax permits, Municipal Tax Licenses, and Unique Use Permits (Permiso de Uso Único) at OGPE. Support ADP with Puerto Rico payroll tax registration as needed (Department of Labor unemployment IDs, employee withholding certificates, granting ADP access to client SURI accounts). Research other permits applicable to individual and business clients.

Advisory and Client Leadership Lead and manage a portfolio of clients, integrating tax efficiency with long-term Act 60 and Puerto Rico tax planning strategies. Conduct complex Act 60 tax research, coordinate with outside tax specialty law firms, and develop strategies in response to client business opportunities. Implement Act 60 tax advice in response to new legislation.

Lead responses to Departamento de Hacienda and IRS correspondence and audits. Advise the Client Accounting team on IRS and Puerto Rico tax issues, including tax notices, tangible and property taxes, and sales and use tax and business tax audits. Manage direct client correspondence and prepare internal technical memos.

Qualifications

Minimum of 5 years of tax experience with a Puerto Rico public accounting firm and/or a business management accounting firm. Demonstrated experience reviewing tax returns and the work of other preparers. In-depth knowledge of Act 60 Export Services and Act 60 Resident Investor tax concepts. Ability to prepare and review Puerto Rico corporation, partnership, estate, and trust returns.

Strong tax research, consultation, and advisory skills. Experience mentoring or coaching junior staff preferred. BA in Accounting or Finance; CPA or progress toward licensure preferred. Commitment to continued growth through our company-funded education program and conferences.