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
Skills Required
- Registered EA (Enrolled Agent)
- 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
- CPA or EA credential (open to seasoned non-credentialed advisors)
- International tax advisory experience related to U.S. taxpayers
- Puerto Rico Act 60 advisory exposure (bonus)
What We Do
Flex HR is a full-service human resources outsourcing and consulting firm dedicated to supporting small and mid-sized companies. They offer a comprehensive range of services, including strategic HR consulting, back-office administration, payroll, recruiting, and regulatory compliance. By providing an accessible and affordable alternative to internal HR departments, Flex HR enables business owners to focus on their core operations and growth while ensuring a professional HR infrastructure.
