Certified Public Accountant (CPA)

sun west direct; Northern (KY); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Sun West Direct in Puerto Rico seeks a licensed CPA to manage comprehensive financial and tax affairs for a high-net-worth individual and PR LLC. You will advise on PR tax incentives and ensure regulatory compliance while optimizing tax positions.

You will lead tax filings, coordinate with external auditors and attorneys, and provide strategic planning across PR and federal jurisdictions. Bilingual English/Spanish required; CPA license essential.

Qualifications

• Minimum 2–4 years of tax accounting experience with HNWIs and Puerto Rico business structures.
• Fluency in Puerto Rico tax law and incentives (Act 60) required.
• CPA license and integrity with discretion in handling sensitive finances.

Responsibilities

• Prepare and file PR individual income tax returns (Form 482) for the HNWI family.
• Manage tax filings for PR LLCs, including informational returns and partnership filings.
• Ensure compliance with Act 60 requirements, annual reports, and the tax exemption decree.
• Oversee municipal taxes (Patente Municipal, CRIM) and related filings.
• Maintain books and records per GAAP or tax basis; perform closings and financial statements.
• Coordinate with external auditors and legal counsel as needed.

Skills

Tax accounting

Bilingual English/Spanish

Integrity/Discretion

Communication

Education

Certified Public Accountant

Tools

Expert Tax PR

SURI platform

QuickBooks

Xero

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.