Act 60 & Tax Specialist
About this role
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.
Company at a glance
Flex HR is your one-stop human resource services firm, supporting any and ALL HR functions. We customize plans for each client, letting them choose as many or as few services as they need as their business evolves. HR outsourcing firm that gives you back valuable time and peace of mi
Our comprehensive offering includes a dedicated HR Manager, high-level strategic consulting, HR back office administration and essential business services such as payroll, recruiting, and affirmative action planning to keep you in compliance.
We provide HR guidance to maximize organizational effectiveness and ensure compliance with all legal and regulatory requirements utilizing our flexible approach. Flex HR is your HR support system delivering executive level expertise right when you need it.
We give clients a more effective way to handle HR, which is why we are consistently among Inc. Magazine’s fastest growing private companies, named one of the "Top 25 Most Promising HR Outsourcing Service Providers" in Outsourcing Gazette Magazine, and given the BOLD Award for our leadership, development, and overall impact among businesses.
Our goal is to make quality HR outsourcing and consulting accessible and affordable to small and mid-size companies and to increase profits by providing timely mission-essential task management, flexible professional talent and full-time dedication at a fraction of the cost.
This value is provided through the combined experience and collaborative effort of a seasoned and accomplished team of Human Resources professionals. Each Flex HR Partner has at least twenty years of senior HR leadership experience and backed by our Virtual Back Office support team.
Flexibility is what makes us unique in a market dominated by limited options. With our Virtual Back Office even the smallest business can offer the technology and full service support to managers and employees typically only affordable to large enterprises.
www.FlexHR.com
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