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Tax Preparer Assistant Jobs in Puerto Rico (NOW HIRING)

Asset & Wealth Management Tax Manager

San Juan, PR · On-site

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership ...

Assistant Manager

Barceloneta, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Carolina, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

San Juan, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Isabela, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Bayamon, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Toa Baja, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

San Juan, PR · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Ponce, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Fajardo, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

San Juan, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Hatillo, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Caguas, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

San Juan, PR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Assistant Manager

Guaynabo, PR · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Don't worry! In order to prepare you for success, we will provide a 3 or more weeks of store ... Pre-Tax Dependent Care Flexible Spending Account * 401K with company match * Paid time off, paid ...

Fund Accountant

San Juan, PR · On-site

$55K - $65K/yr

... and tax professionals. * Deliver TBs, respond to audit queries, and prepare K-1 data packages ... Treasury & Lending Support * Assist in cash flow forecasting, wires, and borrowing-base tracking ...

Fund Accountant

San Juan, PR · On-site

$55K - $65K/yr

... and tax professionals. * Deliver TBs, respond to audit queries, and prepare K-1 data packages ... Treasury & Lending Support * Assist in cash flow forecasting, wires, and borrowing-base tracking ...

Fund Accountant

San Juan, PR · On-site

$35K - $45K/yr

... and tax professionals. * Deliver TBs, respond to audit queries, and prepare K-1 data packages ... Treasury & Lending Support * Assist in cash flow forecasting, wires, and borrowing-base tracking ...

Fund Accountant

San Juan, PR · On-site

$35K - $45K/yr

... and tax professionals. * Deliver TBs, respond to audit queries, and prepare K-1 data packages ... Treasury & Lending Support * Assist in cash flow forecasting, wires, and borrowing-base tracking ...

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Tax Preparer Assistant information

Is tax preparer assistant a stressful job?

A tax preparer assistant role can be stressful during peak tax season due to tight deadlines and high workload. The job requires attention to detail and familiarity with tax software, which can add to the pressure, but outside of busy periods, the workload tends to be more manageable.

What is a tax preparer assistant?

Tax Preparer Assistants are professionals who support tax preparers or accountants by gathering client information, organizing financial documents, and entering data into tax software. They help ensure all necessary paperwork is complete and accurate, and may perform basic administrative tasks such as scheduling appointments or answering client questions. While they are not usually responsible for preparing or filing tax returns themselves, their work is essential in streamlining the tax preparation process. Tax Preparer Assistants must have strong organizational skills, attention to detail, and familiarity with tax documents and procedures.

What are the duties of a tax preparer assistant?

A tax preparer assistant supports tax professionals by gathering financial documents, entering data into tax software, and verifying information for accuracy. They may also organize client records, assist with basic calculations, and ensure compliance with tax laws and deadlines. Strong attention to detail and familiarity with tax software are important for this role.

What is the difference between Tax Preparer Assistant vs Tax Preparer?

AspectTax Preparer AssistantTax Preparer
CredentialsTypically no formal certification requiredOften requires PTIN, sometimes certifications like IRS Annual Filing Season Program
Work EnvironmentSupport role in tax preparation firms, seasonal workloadPrepare and review tax returns, client interaction
Employer & IndustryTax preparation companies, accounting firmsTax firms, accounting departments, freelance

The main difference between a Tax Preparer Assistant and a Tax Preparer is that the assistant provides support without necessarily preparing returns independently, often without formal credentials. A Tax Preparer actively prepares and reviews tax returns, often requiring certifications. Both roles are common in tax firms and seasonal work environments.

What are the key skills and qualifications needed to thrive as a tax preparer assistant?

To thrive as a Tax Preparer Assistant, you need a solid understanding of tax regulations, attention to detail, and basic accounting skills, typically supported by a high school diploma or associate degree in accounting or a related field. Familiarity with tax preparation software such as TurboTax or Drake Tax, as well as proficiency in Microsoft Excel, is important for managing and organizing client data. Strong communication, organizational skills, and discretion with sensitive information make an assistant stand out in this role. These skills and qualities are essential for ensuring accurate and efficient tax preparation, maintaining client trust, and supporting the work of certified tax professionals.

What are some common challenges tax preparer assistants face during the busy tax season?

During the busy tax season, Tax Preparer Assistants often juggle a high volume of documents and client requests, which can lead to tight deadlines and increased stress. Staying organized and detail-oriented is crucial, as even minor errors in data entry or documentation can cause delays or complications. Additionally, assistants frequently coordinate with both clients and senior tax preparers, requiring strong communication and multitasking skills to ensure all information is accurate and complete. Adapting to different tax software programs and maintaining up-to-date knowledge of tax regulations are also key aspects of the role.

Can you be a tax preparer assistant with no experience?

A tax preparer assistant role typically requires some knowledge of tax laws and familiarity with tax software, but many employers offer on-the-job training for candidates with no prior experience. Basic skills in math, attention to detail, and good communication are helpful, and obtaining a certification such as the IRS Annual Filing Season Program can improve job prospects. Entry-level positions often focus on supporting tax preparers and handling administrative tasks.

What do you do as a tax preparer assistant?

A tax preparer assistant supports tax professionals by gathering financial documents, entering data into tax software, and ensuring accuracy in tax returns. They may also organize client records and assist with basic tax-related questions, often working in an office environment and using tools like tax preparation software. Strong attention to detail and knowledge of tax laws are helpful for this role.

What are the most commonly searched types of Tax Preparer jobs in Puerto Rico?

The most popular types of Tax Preparer jobs in Puerto Rico are:

What are popular job titles related to Tax Preparer Assistant jobs in Puerto Rico?

For Tax Preparer Assistant jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Tax Preparer Assistant jobs in Puerto Rico look for?

The top searched job categories for Tax Preparer Assistant jobs in Puerto Rico are:

Infographic showing various Tax Preparer Assistant job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 2% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Asset & Wealth Management Tax Manager

Pwc

San Juan, PR • On-site

$99K - $266K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Manager

Job Description & Summary

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
What You Must Have
- Bachelor's Degree in Accounting
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Thorough knowledge of compliance and consulting for financial partnerships
- Knowledge of structuring funds to limit tax liability
- In-depth tax technical skills in partnership tax forms
- Experience identifying and addressing client needs
- Building, maintaining, and utilizing networks of client relationships
- Success as tax technical business advisor
- Familiarity with CRM systems
- Knowledge of automation and digitization in professional services
- Experience with alternative fee arrangements and pricing strategies

Travel Requirements

Up to 40%

Job Posting End Date

The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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