Job Description

We are seeking a highly skilled, licensed Certified Public Accountant (CPA) in Puerto Rico to manage the comprehensive financial and tax affairs for a High-Net-Worth Individual (HNWI) and their associated Puerto Rico-based LLC.

The ideal candidate will be an expert in the complexities of the Puerto Rico Internal Revenue Code and have a deep understanding of local tax incentives (e.g., Act 60). You will serve as a strategic advisor, ensuring full compliance while optimizing tax positions for both the individual and the business entity.

We prioritize enthusiasm and passion over traditional "Big Five" experience.

Key Responsibilities:

• Prepare and file all Puerto Rico individual income tax returns (Form 482) for high-net-worth family.
• Manage tax filings for Puerto Rico LLCs, including informative returns and partnership filings where applicable.
• Ensure compliance with Act 60 (formerly Act 20/22) requirements, including annual reports and maintaining the tax exemption decree.
• Oversee municipal tax requirements, including Patente Municipal (Volume of Business Tax) and CRIM (Property Tax).
• Maintain accurate books and records for the LLC in accordance with GAAP or tax-basis accounting.
• Perform quarterly and year-end closings, providing detailed financial statements.
• Manage cash flow forecasting and personal financial statements for the individual.
• Coordinate with external auditors or legal counsel as necessary.

Strategic Advisory

• Provide proactive tax planning to minimize liabilities across PR and Federal jurisdictions (where applicable).
• Advise on the tax implications of local investments, real estate transactions, and cross-border income.
• Monitor changes in Puerto Rico Department of the Treasury (Hacienda) regulations and advise on impact.

Required Qualifications & Skills:

• Experience: Minimum of 2–4 years of experience in tax accounting, specifically working with HNWIs and Puerto Rico business structures.
• Regulatory Expertise: Deep fluency in the Puerto Rico Internal Revenue Code and the PR Incentives Code (Act 60).
• Technical Skills: Proficiency in PR-specific tax software (e.g., Expert Tax, SURI platform) and accounting software (QuickBooks, Xero, or similar).
• Communication: Bilingual in English and Spanish is required, with the ability to explain complex PR tax laws to stakeholders.
• Integrity: Absolute discretion and confidentiality regarding personal and business finances.

Why Join Us?

This is a high-impact role offering the opportunity to manage a sophisticated portfolio in a dynamic tax environment. We offer a competitive salary, [Insert Benefits: e.g., health insurance, professional development stipends], and the chance to work directly with CEO/HNW Family office.

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