Real Estate Senior Tax Advisor

Hall CPA LLC•Atlanta, GA

21d•$110,000•Remote

About The Position

We are a 100% virtual CPA firm, with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate and often owns investment properties. We are on a mission to change the accounting industry by creating the premier people-first firm where strong, talented team members thrive. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, providing unlimited vacation and sick days, fostering an autonomous work environment, offering ongoing, engaging training, and providing health insurance and 401(k) matching. As a Senior Advisor at our firm, you will primarily focus on tax planning and advisory services for real estate investors and small business owners. Generally, Senior Advisors will spend 50% of their time in direct client meetings via Zoom. Senior Advisors will also provide technical input on tax and accounting issues, research tax solutions, train less-experienced staff, and nurture client relationships. The most important characteristic of our Advisory team is our ability to deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide them with practical steps to implement our recommended strategies or positions (or minimize their tax liability). This can include delivering complex information in a way the client can absorb and apply in practice. Our job is to build strong foundations of trust by delivering on our commitments, clearly and concisely. Team members who thrive at our firm have strong time-management skills, are self-starters, are adaptable, take pride in their work, and thrive in an autonomous environment. We measure our success by accuracy, clarity, and our ability to lead projects to completion. Having a passion for/or experience with tax planning and/or real estate investing is a strong plus. Annual Salary + Bonus Staring at: $110,000

Requirements

CPA or EA Certification (CPA Preferred)
Bachelor’s or Master’s in Accounting or Tax from an accredited college or university
Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience.
Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time.
Experience performing tax projections and estimates using professional tax planning software (e.g., BNA Tax Planner, CCH Prosystem fx Planning, etc.).
Effective written and oral communication skills and strong interpersonal skills.

Nice To Haves

Having a passion for/or experience with tax planning and/or real estate investing is a strong plus.

Responsibilities

Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
Create and deliver tailored tax plans to clients, and update those plans periodically
Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
Coordinate the client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
Remain updated on changes in tax laws and procedures