Provide tax planning and advisory services to high-net-worth individuals and closely held businesses, advise on entity structuring, multi-state and international tax matters, guide growth and restructuring strategies, collaborate with accounting teams, and communicate complex tax concepts in client meetings.
Tax Preparation Lead
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
- 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.
#TaxAdvisor #TaxPlanning #CPAJobs #RemoteWork #HiringNow #FlexHR #Recruiting
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