Senior Tax Advisor

Hall CPA•Raleigh, NC

8d•$115,000 - $15,500•Remote

About The Position

We are a 100% virtual CPA firm with our team located all over 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, often owning investment properties themselves. 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, providing unlimited vacation and sick days, creating an autonomous work environment, holding engaging and ongoing training, and offering health insurance and 401(k) matching. As a Senior Advisor at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Generally Senior Advisors will spend 50% of their time directly with clients via Zoom. Senior Advisors will also provide technical input on tax and accounting issues, research tax solutions, provide training to less experienced staff, and nurture client relationships. The most important characteristic of our Advisory team is that we 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 manner which the client can absorb and apply practically. Our job is to build strong foundations of trust by delivering when we say we will, and doing so in a clear and concise manner. Team members who thrive at our firm have great time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment. We measure our success in accuracy, clarity, and ability to lead projects to success. Having a passion for and/or experience with tax planning and/or real estate investing is a strong plus.

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 and/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 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