Tax Advisor - Remote - Puerto Rico Focus

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<p style="margin: 10pt 0in 3pt; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="font-size: 22.0pt; color: #1b2a4a;">TAX ADVISOR</span></strong></p> <p style="margin: 0in 0in 3pt; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #555555;">Remote Flexibility</span><span style="color: #c9a84c;">  - Puerto Rico Focus •   </span><span style="color: #555555;">$85,000 – $115,000</span><span style="color: #c9a84c;">  •   </span><span style="color: #555555;">Full-Time</span></p> <p style="margin: 6pt 0in 0in; font-size: 10pt; font-family: Arial, sans-serif;"> </p> <div style="border: none; border-bottom: solid #C9A84C 1.0pt; padding: 0in 0in 4.0pt 0in;"> <p style="margin: 14pt 0in 4pt; border-image: initial; padding: 0in; font-size: 10pt; font-family: Arial, sans-serif; border: medium none currentcolor;"><strong><span style="color: #1b2a4a;">ABOUT THE ROLE</span></strong></p> </div> <p style="margin: 6pt 0in 4pt; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">This is not a tax prep seat. It’s a true advisory role — built for a seasoned professional who leads with strategy, not software.</span></p> <p style="margin: 2pt 0in 4pt; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">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.</span></p> <p style="margin: 2pt 0in 6pt; font-size: 10pt; font-family: Arial, sans-serif;"><em><span style="color: #333333;">If you’ve spent your career wanting to be more than a preparer, this is that opportunity.</span></em></p> <div style="border: none; border-bottom: solid #C9A84C 1.0pt; padding: 0in 0in 4.0pt 0in;"> <p style="margin: 14pt 0in 4pt; border-image: initial; padding: 0in; font-size: 10pt; font-family: Arial, sans-serif; border: medium none currentcolor;"><strong><span style="color: #1b2a4a;">WHAT YOU’LL DO</span></strong></p> </div> <ul style="margin-top: 2.0pt; margin-bottom: 2.0pt;"> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Provide tax planning and advisory services for individuals and closely held businesses</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Advise on entity structuring and multi-entity/multi-state considerations</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Support international tax advisory matters impacting U.S. taxpayers with cross-border exposure</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Guide tax strategy related to business growth, restructuring, and ongoing compliance</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Collaborate with bookkeeping and accounting teams to align tax strategies with financial data</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Participate in client meetings and communicate complex tax concepts clearly</span></li> </ul> <p style="margin: 14pt 0in 4pt; padding: 0in; border-width: medium medium 1pt; border-style: none none solid; border-color: currentcolor currentcolor rgb(201, 168, 76); border-image: initial; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">WHAT WE’RE LOOKING FOR</span></strong></p> <p style="margin: 6pt 0in 2pt; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Required</span></strong></p> <ul style="margin-top: 2.0pt; margin-bottom: 2.0pt;"> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Solid U.S. tax advisory and planning experience</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Proven track record advising pass-through entities, high-net-worth individuals, and SMBs</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Client-facing experience with the ability to work independently</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Strong advisory mindset — proactive, strategic, and solutions-driven</span></li> </ul> <p style="margin: 7pt 0in 2pt; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Preferred</span></strong></p> <ul style="margin-top: 2.0pt; margin-bottom: 2.0pt;"> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">CPA or EA credential (open to seasoned non-credentialed advisors with a demonstrated advisory track record)</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">International tax advisory experience related to U.S. taxpayers</span></li> </ul> <p style="margin: 7pt 0in 2pt; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Bonus - Not Required</span></strong></p> <ul style="margin-top: 2.0pt; margin-bottom: 2.0pt;"> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">Puerto Rico Act 60 advisory exposure</span></li> </ul> <p style="margin: 14pt 0in 4pt; padding: 0in; border-width: medium medium 1pt; border-style: none none solid; border-color: currentcolor currentcolor rgb(201, 168, 76); border-image: initial; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">COMPENSATION & BENEFITS</span></strong></p> <ul style="margin-top: 2.0pt; margin-bottom: 2.0pt;"> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Salary:</span></strong><span style="color: #333333;"> $85,000 – $115,000 depending on experience and credentials</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Engagement:</span></strong><span style="color: #333333;"> W-2 or 1099 — your preference</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Bonus:</span></strong><span style="color: #333333;"> Performance-based bonus potential</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Benefits:</span></strong><span style="color: #333333;"> Health insurance options available</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Time Off:</span></strong><span style="color: #333333;"> PTO and paid holidays</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Location:</span></strong><span style="color: #333333;"> Remote or hybrid flexibility (remote-friendly for the right candidate)</span></li> <li style="margin: 2pt 0in 2pt 0px; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">Growth:</span></strong><span style="color: #333333;"> Growth opportunity within a firm actively scaling its advisory practice</span></li> </ul> <p style="margin: 14pt 0in 4pt; padding: 0in; border-width: medium medium 1pt; border-style: none none solid; border-color: currentcolor currentcolor rgb(201, 168, 76); border-image: initial; font-size: 10pt; font-family: Arial, sans-serif;"><strong><span style="color: #1b2a4a;">A NOTE FROM YOUR RECRUITER</span></strong></p> <p style="margin: 6pt 0in 4pt; font-size: 10pt; font-family: Arial, sans-serif;"><span style="color: #333333;">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.</span></p> <p style="margin: 2pt 0in 8pt; font-size: 10pt; font-family: Arial, sans-serif;"><em><span style="color: #333333;">If this sounds like the role you’ve been waiting for, reach out. I’d love to connect.</span></em></p> <p style="margin: 8pt 0in 3pt; font-size: 10pt; font-family: Arial, sans-serif;"> </p> <p style="margin: 10pt 0in 0in; font-size: 10pt; font-family: Arial, sans-serif;"> </p> <p style="margin: 4pt 0in 3pt; font-size: 10pt; font-family: Arial, sans-serif;"><em><span style="font-size: 8.0pt; color: #aaaaaa;">#TaxAdvisor  #TaxPlanning  #CPAJobs  #RemoteWork  #HiringNow  #FlexHR  #Recruiting</span></em></p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...