Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

HNWI Tax CPA & Strategy Advisor (Puerto Rico)

sun west direct

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. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the HNWI Tax CPA & Strategy Advisor (Puerto Rico) in Brooklyn, NY vacancy
  •  ...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-...  ...Act 60). You will serve as a strategic advisor, ensuring full compliance while optimizing... 
    Tax
    High net worth
    Work at office
    Local area

    Sun West Mortgage

    Brooklyn, NY
    1 day ago
  •  ...Frontier AI Lab, a remote contract role, seeks an Accountant (CPA/CA) to interpret US sales and use tax statutes across jurisdictions. You will craft precise rubrics, assign severities, and review AI translations for compliance with statutory language. Strong attention... 
    Tax
    Contract work
    Remote work

    Remotebridge

    Brooklyn, NY
    4 days ago
  • Uplinq is seeking a high-impact financial advisor with an active CPA license to lead strategic client engagements in a fast-growing AI-driven firm. You will design tax-minimization and wealth strategies, leveraging AI platforms like TaxPlanIQ and Maverick to deliver bespoke... 
    Tax

    Uplinq

    Brooklyn, NY
    1 day ago
  • $140k

     ...Client Accounting Services Manager (CPA) Location: Brooklyn, NY Schedule: Full time, hybrid Compensation: Starting base salary...  ...About the Opportunity Paro is recruiting on behalf of Eco-Tax, a growing Brooklyn CPA firm with more than 40 team members. We’re... 
    Tax
    Full time

    Paro

    Brooklyn, NY
    2 days ago
  •  ...sound judgment, and strong technical leadership to complex accounting matters. This remote role offers visibility across Finance, Legal, Tax, Treasury, and the business, with influence on policies, key transactions, and controls while operating in a fast-paced fintech... 
    Tax
    Remote work

    Pink Moon Consulting

    Brooklyn, NY
    4 days ago
  •  ...with a leading multi-family office seeking a Tax Manager. This individual will play a key role...  ...accounting firms, attorneys, and other professional advisors on client tax matters. ~4 days in office Qualifications ~ CPA, EA, or advanced tax degree preferred. ~5–7... 
    Tax
    High net worth
    Work at office
    Local area

    JCW Group

    Jersey City, NJ
    3 days ago
  • $60k - $75k

     ...00E, Rockville Centre, NY 11570 About the role HHL Advisors Group is a growing boutique CPA firm serving small businesses, emerging middle-market companies...  ...Kansas and Raleigh. Our Long Island office is hiring a Tax Associate to prepare returns, support client accounting,... 
    Tax
    High net worth
    Full time
    Work at office
    Visa sponsorship

    HHL Advisors Group

    Queens, NY
    3 days ago
  •  ...EY Private Tax Manager role located in the United States. You will lead delivery of tailored tax advice and compliance for complex...  ...supporting wealth transfer, succession planning, and governance strategies. Role requires deep technical expertise in international tax,... 
    Tax
    High net worth

    EY

    Secaucus, NJ
    1 day ago
  • $80k - $110k

     ..., NY 11570 About the role HHL Advisors Group is a growing boutique CPA firm serving small businesses, emerging...  ...Raleigh. We are hiring a Senior Tax Associate for our Long Island...  ...Develop and present tax planning strategies for closely held businesses and their... 
    Tax
    High net worth
    Full time
    Work at office
    Local area
    Visa sponsorship

    HHL Advisors Group

    Queens, NY
    3 days ago
  •  ...data into actionable guidance and support planning, forecasting and management reporting across Assurance, Consulting, Strategy and Transactions, and Tax. Join a global, matrixed finance team that emphasizes rigorous analytics, clear leadership narratives and evidence-... 
    Tax

    EY

    Secaucus, NJ
    2 days ago
  •  ...BreakPoint Talent is partnering with a well-established, partner-led CPA firm in Bergen County, New Jersey to hire a Tax Supervisor with real depth in commercial real estate partnerships. The firm works with closely held businesses and high-net-worth families, including... 
    Tax
    High net worth
    For contractors
    Interim role
    Summer work
    Casual work
    Work at office
    Local area

    BreakPoint Talent

    North Bergen, NJ
    1 day ago
  •  ...Tax Manager | Future Equity Partner | Farmington, CT (Onsite)Gpac is partnering with a well-respected local CPA firm on Long Island, NY seeking an experienced Tax Manager to join their team and move into an equity partnership within five years as a senior partner transitions... 
    Tax
    High net worth
    Summer work
    Local area

    gpac

    Flushing, NY
    7 hours ago
  •  ...assets strategically, and design tax-efficient legacy plans across...  ...liquidity, wealth transfer strategies, and long-term care planning for...  ...design expertise, in-house CPA resources, dedicated case management...  ..., and coordinating with advisors, CPAs, attorneys, and carrier... 
    Tax
    High net worth
    Permanent employment
    Full time

    Heimlich Financial Group

    Brooklyn, NY
    3 days ago
  • $120k - $175k

     ...Job Title: Senior Tax Manager / CPA Job ID: 957987 Date Posted: October 13, 2026 Employment Type: Full-time Hiring Company (Organization): Confidential Location: US Hybrid Newark, NJ area (3 days per week in office) Applicants must... 
    Tax
    Permanent employment
    Full time
    Work at office
    3 days per week
    Jersey City, NJ
    29 days ago
  • Description We are seeking a Staff Tax Accountant in the Private Client Group of our wealth...  ...with colleagues and other professional advisors to address clients’ tax and financial planning...  ...Experience with a wealth management or CPA firm is preferred but not required... 
    Tax
    High net worth
    Contract work
    Work at office
    Work from home
    2 days per week
    3 days per week

    Clearstead Advisors LLC

    Brooklyn, NY
    4 days ago
  •  ...that support decision-making.Partner with accounting, finance, tax, legal, and operations teams to facilitate investment-related workflows...  ...and customized reporting materials for principals, trustees, advisors, and other stakeholders.Participate in technology enhancements,... 
    Tax
    High net worth
    Work at office
    3 days per week

    Phyton Talent Advisors

    Long Island City, NY
    3 days ago
  • $105.38k - $215.38k

    Position Summary Are you a tax professional who enjoys building trusted relationships...  ...-worth individuals, families, and their advisors? Do you bring strong experience in...  ...following active accreditations obtained:Licensed CPA in state of practice/primary office if... 
    Tax
    High net worth
    Work at office
    Local area

    Deloitte

    Jersey City, NJ
    5 days ago
  • £34k - £40k per year

    Location Bath Sector: Personal Tax ,Trusts ,Private Client Tax Contract Type: Permanent Salary: Competitive Contact Eleanor Snow Contact email ****@*****.*** Contact phone +44 (0) 1173 291051 Published 2 days ago Expiry date 2026-10-23 Startdate 2026-... 
    Tax
    Permanent employment
    Contract work

    Clark Wood Limited

    Brooklyn, NY
    4 days ago
  • $200k

     ...Henderson Harbor Tax was established in 2009 as a specialized tax...  ...of contact with external tax advisors, reviewing tax filings and ensuring...  ...Director and VP of Tax on tax strategy, planning, compliance, and...  ...Finance, or a related field; CPA or advanced tax degree preferred... 
    Tax
    High net worth
    Summer work
    Work at office
    Weekend work

    Henderson Harbor Group

    Hoboken, NJ
    3 days ago
  • $90 - $120 per hour

     ...delivering high‑impact expatriate tax advisory and compliance...  ...workflows, and serve as a trusted advisor to high‑net‑worth individuals...  ...Finance (Master’s preferred); CPA and/or EA strongly preferred....  ...in assurance, consulting, tax, strategy and transactions. Fueled by sector... 
    Tax
    High net worth
    Seasonal work
    Relocation
    Flexible hours

    EY

    Hoboken, NJ
    2 days ago
  • $90k - $110k

     ...participate in the FSA program. Commuter Benefits. Allocate pre-tax funds towards your commute to save up to 40% per year in transportation...  ...the power of logic with magic – a balance of data-driven strategy and brand-focused creative. We partner with diverse organizations... 
    Tax
    Temporary work
    Summer work
    Work at office
    Local area
    Remote work

    829 Studios

    Brooklyn, NY
    3 days ago
  • $175k - $250k

     ...administrative and operational needs of Advisor and Client Associate teams. The candidate...  ...objectives, operational needs, and growth strategies.Provide consultative guidance on team structure...  ...critical and accident insurance, and pre-tax parking and transportation programs.Equal... 
    Tax
    High net worth
    Full time
    Temporary work
    Work at office
    Local area

    Cresset Corporation

    West New York, NJ
    3 days ago
  •  ...combine technical expertise with strong people leadership. The Senior Advisor will oversee Accounts Payable operations while contributing to...  ...'s degree in Accounting, Finance, or related field required.CPA or CMA strongly preferred.7+ years of progressive accounting experience... 
    Flexible hours

    Merraine Group Inc

    Cambria Heights, NY
    3 days ago
  •  ...individuals to join our TurboTax Local Service Expert team at a dedicated on-site location in the United States. You will deliver personal tax services and expert guidance to clients. Work with a team of tax professionals, build local client relationships, and leverage Intuit... 
    Tax
    Local area

    Intuit, Inc.

    Queens Village, NY
    5 days ago
  • $160k - $180k

    A top accounting, tax, and advisory firm has partnered with our team to find a high quality Tax Manager in the Jersey City area. This...  ...(or equivalent) ~ Masters in tax or accounting preferred ~ CPA is not required but highly appreciated OR CPA eligible or a EA with... 
    Tax
    Summer work
    Local area
    Flexible hours

    Caliber Recruiting Group

    Jersey City, NJ
    5 days ago
  •  ...delivering the membership program at Belmont Park Village, executing the strategy set by the Senior Director of Strategy, and overseeing on-the-...  ...disability insurance. We also offer a generous 401(k) match, tax-advantaged spending accounts, a generous employee referral bonus... 
    Tax
    High net worth
    Full time
    Temporary work
    Local area
    Flexible hours

    Belmont Park Village

    Elmont, NY
    2 hours ago
  • $116.2k - $212.9k

     ...the most technically demanding tax planning projects around. You’...  ...planning, and governance strategies. Navigating the unique challenges...  ...That will make you a trusted advisor and role model for our people...  ...supported by significant tax and a CPA certification or membership in... 
    Tax
    High net worth
    Work experience placement
    Private practice
    Summer holiday
    Flexible hours

    EY

    Secaucus, NJ
    4 days ago
  • $53k - $63k

     ...benefits package that includes medical, vision, and dental insurance, long-term disability, generous leave policies, paid holidays, pre-tax flexible spending accounts, tax-deferred retirement savings plan, as well as employee and dependent tuition assistance programs.... 
    Tax
    High net worth
    Work at office
    Flexible hours

    Vaughn College of Aeronautics and Technology

    East Elmhurst, NY
    14 days ago
  • $125k - $175k

     ...onboarding capital calls statements tax and legal obligations and the...  ...to raise capital for a Core strategy a value-add Fund V and...  ...the Director of Tax and outside advisors. - Partner with Legal & Compliance...  ...or a related field. CPA or CFA a plus. Real estate fund... 
    Tax
    High net worth
    Odd job
    Full time
    Local area

    Faropoint

    Hoboken, NJ
    14 days ago
  •  ...come with that journey. The Role LearnLux is a full time CPA or Enrolled Agent. This is a tax guidance role, not a financial planning role. We are...  ...this population, working closely with our CFP® team so tax strategy and financial planning stay in sync for the client. This... 
    Tax
    High net worth
    Remote job
    Full time
    Live in
    Relocation
    Visa sponsorship

    Learnlux

    Brooklyn, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to HNWI Tax CPA & Strategy Advisor (Puerto Rico). Be the first to apply!