Act 60 & Tax Specialist

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

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.

• 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.