Staff Accountant

Job Overview

Our growing CPA firm is seeking a detail-oriented Staff Accountant to support business clients through monthly accounting, tax preparation, attest engagements, and government agency filings.

You will manage an assigned client portfolio, prepare work for CPA review, and communicate directly with clients to obtain documents and clarify transactions. This position is suited to someone with practical accounting experience and Puerto Rico tax preparation skills who can take increasing ownership of routine work.

Responsibilities

· Maintain monthly accounting records in QuickBooks Online, including transaction entries and customer payments.

· Reconcile bank accounts, credit cards, and accounts receivable.

· Prepare adjusting journal entries, record depreciation, and organize supporting schedules for monthly and year-end closings.

· Review balance sheet and income statement accounts and assist with financial statement preparation under CPA supervision.

· Assist the CPA with attest engagements, including audits, reviews, and agreed-upon procedures (AUP). Prepare supporting schedules and workpapers, organize client documentation, and perform assigned engagement procedures under CPA supervision.

· Prepare Puerto Rico sales and use tax returns (IVU) and income tax returns for self-employed individuals, pass-through entities, and corporations.

· Prepare supporting work for clients with tax exemption decrees under Acts 60 and 73, including software development, export services, and young entrepreneur businesses, as applicable.

· Request missing documents, clarify transactions, and follow up with clients.

· Assist with permits, entity formation, and other online and in-person government agency procedures.

· Track assignments, deadlines, and client communications in Financial Cents; training will be provided.

· Use AI tools to support accounting and tax data analysis, verify results, and follow firm confidentiality procedures.

All tax return drafts, financial statements, and attest engagement work are subject to CPA review.

Required Qualifications

· Completed bachelor’s degree in Accounting or Business Administration with a concentration in Accounting.

· One to two years of relevant accounting experience.

· Hands-on experience preparing Puerto Rico income tax returns for self-employed individuals, pass-through entities, and corporations, including work involving Acts 60 and 73 tax decrees.

· Working proficiency in QuickBooks Online and Puerto Rico tax preparation software. Experience with platforms other than PR Tax and PR Corp is accepted.

· Intermediate Excel skills and proficiency in Microsoft 365 or Google Workspace.

· Ability to communicate professionally in English and Spanish, both verbally and in writing.

· Strong organization, attention to detail, and follow-through.

· Ability to apply accounting principles consistently, incorporate review feedback, and manage competing deadlines.

· Own vehicle and availability for work-related visits to government agencies.

· Ability to meet the on-site schedule and peak-season availability requirements below.

Preferred Qualifications

· Experience working at a CPA firm.

· Experience with PR Tax, PR Corp, or Financial Cents.

· Experience handling matters with the Puerto Rico Department of the Treasury.

· Basic federal income tax preparation experience, including Forms 1040 and 1040-SS.

· Practical experience using AI tools for accounting or tax data analysis.

Schedule and Work Arrangement

· Monday through Friday, 9:00 a.m.–6:00 p.m., including a one-hour lunch break.

· Primarily on-site in Bayamón: four office days and one remote day per week after the initial training week.

· Additional on-site attendance during tax season and major project closings.

· Availability for additional evening, Saturday, and Sunday work as scheduled during February through April and major project closings.

Benefits

· Vacation and sick leave in accordance with applicable law.

· Continuing education support.

· Mileage and parking reimbursement for work-related travel.

How to Apply

Apply through Indeed with your résumé. Please describe your Puerto Rico tax preparation experience, the accounting and tax software you have used, and your experience with tax exemption decrees and attest engagements, if any.

Selected candidates will complete practical assessments covering accounting, Puerto Rico taxation, Excel, data analysis, and written communication.

Pay: $13.00 - $16.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Professional development assistance
• Work from home

Education:

• Bachelor's (Required)

Experience:

• Accounting Firm: 1 year (Required)
• QuickBooks Online: 1 year (Required)

Ability to Relocate:

• Bayamón, PR 00956: Relocate before starting work (Required)

Work Location: Hybrid remote in Bayamón, PR 00956