Senior Tax Manager - Real Estate / Partnerships

Hall CPA•Atlanta, GA

3d•Remote

About The Position

Hall CPA is a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. We are committed to changing the accounting industry by creating a premier people-first firm that utilizes the best technology and automation. We offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching. Our firm is dedicated to employee growth through a defined job leveling framework, a structured mentorship program, and clear pathways to leadership. As a Senior Tax Manager, you will be the technical and relationship leader for a portfolio of complex partnership clients, focusing on client retention, expansion, technical excellence, and team growth. This role emphasizes internal client relationships and service expansion rather than traditional business development. We provide leads, and your focus is on ensuring client satisfaction, growth, and advocacy. The role is 100% remote.

Requirements

Bachelor's degree in accounting from an accredited college or university.
CPA certification.
Minimum of 7 years of relevant professional experience, with significant time spent in partnership taxation in public accounting or a comparable setting.
Demonstrated expertise in real estate partnership taxation, including 1031 exchanges, IRC §704(b)/(c) allocations, basis adjustments, tiered structures, and capital account maintenance.
Direct experience serving real estate clients such as syndicates, Tenants-in-Common, and joint ventures, real estate funds, and/or operating and development companies.
Proven experience leading client relationships and managing teams of tax professionals.
Experience with multi-state tax returns.
Great time management skills.
Self-starters.
Adaptable.
Take pride in their work.
Work well in an autonomous environment.
Clean background with no noise or distractions throughout the standard workday (8:00 a.m. - 5:00 p.m. your local U.S. time).
Business casual attire for client interactions.
Always use video (80% of communication is non-verbal).

Nice To Haves

Master's degree in Taxation or Accountancy.
Prior experience reviewing complex real estate partnership returns at a sign-off level.
Familiarity with modern tax technology, automation, and research tools.
Personal experience as a real estate investor.

Responsibilities

Serve as the firm's go-to expert on partnership taxation, including IRC §704(b) and §704(c) allocations, §707 transactions, §734(b) and §743(b) basis adjustments, §751 hot assets, §752 debt allocations, and §754 elections.
Conduct final technical reviews of complex partnership tax returns and advisory deliverables, focusing on real estate syndicates, joint ventures, real estate funds, and operating/development companies.
Advise clients on tiered partnership structures, GP/LP economics, waterfall and promote calculations, capital account maintenance, special allocations, and the tax implications of partnership formations, contributions, distributions, redemptions, and liquidations.
Evaluate and shape partnership and operating agreements to align tax outcomes with client intent and ensure compliance with IRC §704(b) capital account rules.
Lead complex tax research projects and produce clear written recommendations and memos.
Stay current on federal and state tax law changes and translate them into actionable client guidance.
Serve as the executive-level relationship owner for a multi-million dollar book of business, ensuring proactive, strategic, and timely tax counsel.
Drive client retention and account expansion by identifying additional service opportunities (tax advisory, bookkeeping, outsourced CFO, entity structuring) and deploying the right team members.
Lead consulting conversations on transactions, partner economics, tax distributions, and basis planning.
Resolve escalations with clarity, empathy, and decisiveness, managing client expectations.
Maintain a high client happiness rating and serve as a trusted advisor.
Manage the team supporting your book, setting clear expectations, balancing workloads, and ensuring deadlines are met.
Provide direct mentorship, performance coaching, and technical training.
Serve as the career advisor for team members.
Build a collaborative, inclusive team environment.
Plan, organize, and coordinate engagements within your book to meet deadlines.
Partner with firm leadership on workflow design, technology adoption, and process improvement.
Maintain healthy engagement economics without sacrificing client service or team well-being.