Tax Consultant

AppleOne Employment Services; San Juan (PR); On-site; USD 65,000 - 90,000; Full time

Job summary

AppleOne Employment Services currently seeks an experienced Tax Consultant to join our firm in Puerto Rico. You will handle federal and Puerto Rico tax compliance, tax planning, and advisory work for a diverse client base.

The role requires strong English and Spanish communication, CPA-leaning credentials preferred, and the ability to manage multiple engagements with high accuracy and confidentiality.

Qualifications

• Bachelor’s Degree in Accounting or related field; Accounting degree strongly preferred.
• Minimum of 2 years of professional experience preparing and reviewing Federal tax returns for individuals, partnerships, and corporations.
• Strong knowledge of federal tax compliance, research, and tax preparation.
• CPA license preferred, but not required.
• Advanced proficiency in English, both written and spoken, with strong Spanish communication skills.

Responsibilities

• Meet with clients and develop and maintain strong, long-term client relationships.
• Prepare and review Federal and Puerto Rico tax returns for individuals, partnerships, corporations, and trusts.
• Prepare and review sales and use tax returns and quarterly tax filings.
• Perform tax planning, projections, and related tax compliance work.
• Research and analyze complex federal and Puerto Rico tax matters and provide appropriate recommendations.
• Assist clients with the resolution of notices and inquiries from the IRS and Hacienda.
• Maintain tax compliance calendars and ensure timely completion of required filings.
• Perform and/or review bookkeeping and accounting-related work as needed.
• Manage multiple client engagements and priorities while adhering to strict deadlines.
• Provide guidance, training, and development to staff accountants and junior team members.
• Maintain a high level of accuracy, confidentiality, professionalism, and client service.

Skills

Federal tax

PR tax

Tax planning

Client advisory

English proficiency

Spanish proficiency

Education

Bachelor's in Accounting

CPA preferred

Job description

We are currently seeking an experienced Tax Consultant to join our firm. This role is ideal for a tax professional with strong experience in federal tax compliance, tax planning, and client advisory services who can independently manage complex tax engagements while supporting the development of junior staff.

Key Responsibilities

• Meet with clients and develop and maintain strong, long-term client relationships.
• Prepare and review Federal and Puerto Rico tax returns for individuals, partnerships, corporations, and trusts.
• Prepare and review sales and use tax returns and quarterly tax filings.
• Perform tax planning, projections, and related tax compliance work.
• Research and analyze complex federal and Puerto Rico tax matters and provide appropriate recommendations.
• Assist clients with the resolution of notices and inquiries from the Internal Revenue Service (IRS) and Puerto Rico Department of Treasury (Hacienda).
• Maintain tax compliance calendars and ensure timely completion of required filings.
• Perform and/or review bookkeeping and accounting-related work as needed.
• Manage multiple client engagements and priorities while adhering to strict deadlines.
• Provide guidance, training, and development to staff accountants and junior team members.
• Maintain a high level of accuracy, confidentiality, professionalism, and client service.

Required Qualifications

• Bachelor’s Degree in Accounting or a related business field; Accounting degree strongly preferred.
• Minimum of 2 years of professional experience preparing and reviewing Federal tax returns for individuals, partnerships, and corporations.
• Strong knowledge of federal tax compliance, research, and tax preparation.
• CPA license preferred, but not required.
• Advanced proficiency in English, both written and spoken, with strong Spanish communication skills.
• Strong analytical, organizational, and problem-solving skills.
• Demonstrated ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Exceptional client service skills with the ability to develop and maintain professional client relationships.
• Ability to work independently while effectively collaborating with other members of the firm.
• Availability to work overtime during peak periods and tax season, as needed.