Real Estate Senior Tax Associate

Hall CPA PLLC•Cleveland, OH

2d•$78,000 - $105,000•Remote

About The Position

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will 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, offering unlimited vacation and sick days, fostering an autonomous work environment, providing ongoing training, and offering health insurance and 401(k) matching. As a Senior Tax Associate at our firm, you will prepare and review Individual, Partnership, and S-Corporation tax returns as well as the corresponding workpapers that support those tax returns. You may prepare and/or review other income tax returns, such as Corporation, Gift, and Trust returns as needed. Senior Tax Associates will also identify missing or incomplete data by conducting initial file reviews and communicate directly with the client, via email, phone, Loom, or Zoom to request these documents. 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 has a passion for real estate and often owns investment properties themselves. Team members who thrive at our firm have excellent time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment.

Requirements

Bachelor's degree in accounting from an accredited college or university.
Minimum of 2 years of relevant professional experience.
Excellent time management skills.
Self-starters.
Adaptable.
Take pride in their work.
Work well in an autonomous environment.
Clean background with no noise or distractions.
Business casual attire for client interactions.
Always use video (80% of communication is non-verbal).
Exceptional time management and supervisory skills.
Excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance.
Take ownership of your work, clients, and team members and drive projects to the finish line.
Love working with and speaking to clients, delivering results, and improving their lives.

Nice To Haves

3 years experience as an associate recommended.
CPA or EA certification preferred.

Responsibilities

Prepare and review Individual, Partnership, and S-Corporation tax returns as well as the corresponding workpapers that support those tax returns.
Prepare and/or review other income tax returns, such as Corporation, Gift, and Trust returns as needed.
Identify missing or incomplete data by conducting initial file reviews.
Communicate directly with the client, via email, phone, Loom, or Zoom to request documents.
Review basic tax returns and supporting documents, ensuring completeness and accuracy.
Prepare complex tax returns and supporting documents, including preparing Form 3115 and reporting 1031 exchanges, ensuring completeness and accuracy.
Consult with peers, supervisors, and clients - being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable).
Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality.
Seek licensing such as EA or CPA.
Prepare and/or review documents and response letters to resolve client notices.
Assist in various projects throughout the year including, but not limited to, client proposals, rolling forward workpapers, and development of training materials.
Attend relevant CPE to develop and enhance technical and process-related skills.