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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