Senior Accountant - Controller & CFO Services

Hall CPA PLLC

11d•$85,000 - $110,000•Remote

About The Position

Hall CPA is a 100% virtual, real estate-focused public accounting firm. The Monthly Accounting team maintains long-term client relationships and provides outsourced controller or CFO services to clients ranging from individual investors to complex, multi-entity portfolios, primarily in real estate with some cross-industry exposure. The Senior Accountant owns a portfolio of ongoing client relationships and leads preparers and reviewers responsible for day-to-day bookkeeping, supported by AI and automation. The role serves as an accounting partner clients rely on for business decisions, combining client service, financial reporting, analysis, process improvement, onboarding, and team development. Success is measured by client satisfaction and retention, timely and accurate financials, effective team capacity and deadline management, and identifying and delivering client improvement or growth opportunities. This is a virtual role requiring video-on client calls from a quiet, professional space, with business-casual attire.

Requirements

Bachelor’s degree in accounting.
At least 5 years of accounting experience in a client-facing role.
Experience supervising or reviewing the work of other accountants.
Strong technical accounting knowledge, including how LLC, partnership, and S corporation entity structures affect financial reporting.
Experience with budgeting, forecasting, cash flow analysis, and equity structures, including waterfall and distribution calculations.
Friendly, with a sense of humor and an interest in helping and teaching others.
Takes ownership of work, clients, and team responsibilities and solves problems before they escalate.
Able to thrive in a fast-paced environment and build client relationships.
Able to conduct client calls with video on, in business-casual attire, from a quiet, professional space.

Nice To Haves

Prior controller, CFO, or public accounting experience in a similar role.
Strong software experience with QuickBooks Online, property management software, and cash flow portals.

Responsibilities

Own accounting relationships for assigned clients, including weekly check-in calls to discuss portfolio activity, its financial impact, and next steps.
Provide white-glove client service with fast response times, closely managed accounts, and frequent touchpoints.
Deliver accurate monthly financial statements prepared by the team or through AI-assisted workflows, reviewing them for quality before client delivery.
Help clients make business decisions through projections, ROI analysis, and cash flow forecasting, translating financial information into actionable insight.
Proactively identify ideas to streamline, grow, and improve clients’ processes and systems.
Lead large client onboardings, system setups, and cleanups, including transitions from prior accountants or systems.
Lead customized engagements that address clients’ current business needs through research, critical thinking, and planning.
Lead and develop preparers and reviewers, including offshore team members, by setting clear deadlines, providing direction, and giving feedback.