Act 60 & Tax Specialist
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AI Summary
This search is being conducted by Flex HR on behalf of Delerme CPA. Qualified candidates should submit a resume within.
Act 60 & Tax Specialist
Delerme CPA • Remote (Puerto Rico) • Full-Time
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AI Disclosure: Flex HR may use AI tools to assist with drafting job postings, candidate profiles, and meeting transcription. AI is never used to screen resumes or score candidates — all hiring decisions are made by our human recruiting team. |
POSITION SUMMARY
Delerme CPA is seeking an experienced Act 60 & Tax Specialist to support our Puerto Rico tax, accounting, and incentive services team. This individual will work under the guidance of the Senior Act 60, Tax & Accounting Lead and assist clients with Act 60 compliance, tax preparation, accounting services, and government agency representation.
The ideal candidate has previous experience in a Puerto Rico public accounting firm, with exposure to Act 60, tax compliance, accounting services, and client representation before Hacienda highly preferred.
REQUIRED QUALIFICATIONS
- Bachelor’s Degree in Accounting
- Experience in a CPA firm in Puerto Rico
- Experience using Expert Tax software
- Knowledge of Puerto Rico tax laws and compliance requirements
- Experience preparing Puerto Rico Individual Income Tax Returns
- Strong communication and client service skills
- Must reside in Puerto Rico
- Valid driver’s license and reliable vehicle
- Ability to travel throughout Puerto Rico for client and Hacienda meetings
PREFERRED QUALIFICATIONS
- Experience with Act 60 incentives
- Experience preparing and submitting Act 60 applications through the DDEC Portal
- Experience preparing Puerto Rico Corporate Income Tax Returns
- Experience handling Hacienda notices and client representation
- Bilingual in English and Spanish
- Tax Preparer License; CPA candidate preferred
CORE RESPONSIBILITIES
Act 60 Services
- Assist with Act 60 client onboarding
- Gather documentation for Act 60 applications
- Prepare and submit Act 60 applications through the DDEC Portal
- Prepare annual Act 60 compliance reports and supporting documents
- Monitor Act 60 deadlines and compliance requirements
- Coordinate with clients regarding decree obligations
Tax Preparation — Puerto Rico Tax Returns
- Prepare Puerto Rico Individual Income Tax Returns
- Assist with Puerto Rico Corporate Income Tax Returns
- Prepare estimated tax calculations
- Research Puerto Rico tax issues
Tax Preparation — U.S. Tax Returns
- Prepare U.S. Individual Income Tax Returns
- Assist with tax notices and client correspondence
Hacienda & Government Agency Matters
- Represent clients before Hacienda as authorized
- Follow up on tax notices
- Assist with certifications, registrations, and government correspondence
- Resolve client issues with Puerto Rico governmental agencies
Accounting Responsibilities (minimum 4 years of accounting experience)
- Perform bookkeeping functions
- Reconcile bank and credit card accounts
- Maintain general ledger records
- Prepare financial statements
- Review and analyze Profit & Loss Statements, Balance Sheets, and Cash Flow information
- Assist with month-end and year-end close processes
- Support accounting cleanup projects
Client Service Responsibilities
- Provide excellent client communication
- Maintain accurate records in TaxDome and internal systems
- Meet deadlines and manage multiple client engagements
- Escalate complex issues to the Senior Lead
WORK SCHEDULE & LOCATION
- Remote position — candidate must reside in Puerto Rico
- Full-time
- Requires travel throughout Puerto Rico for client and Hacienda meetings
COMPENSATION
Compensation: $80,000, depending on experience.
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