Senior Tax Manager - Real Estate / Partnerships

Hall CPA LLC•Atlanta, GA

4d•Remote

About The Position

Hall CPA is 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. We are committed to your growth - with a defined job leveling framework, a structured mentorship program, and clear pathways from Associate to leadership roles, high performers at Hall CPA have the tools, visibility, and support to advance. As a Senior Tax Manager at Hall CPA, you are the technical and relationship leader for a multi-million dollar book of business. You own a portfolio of our most complex partnership clients - real estate syndicates, joint ventures, funds, and operating and development companies, and you lead the team that supports them. Your success is measured by client retention and expansion, technical excellence, and the growth of the people on your team. This role is intentionally different from most senior-level CPA firm positions. There is no expectation for traditional business development or self-sourced origination. Instead, your focus is internal, deepening relationships with existing clients, identifying opportunities to expand services (tax advisory, bookkeeping, outsourced CFO, entity structuring, and more), and engaging the right team to deliver them. We bring the leads; you ensure clients stay, grow, and become long-term advocates of the firm. If you do generate new business through new pipelines, we will support you and reward those efforts, while keeping your primary focus on client retention, growth, and team leadership. 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. This is a 100% remote role and no relocation is required.

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

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 the most complex partnership tax returns and advisory deliverables, with a particular focus 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 ongoing compliance with IRC §704(b) capital account rules
Lead complex tax research projects and produce clear written recommendations and memos for resolution of nuanced issues
Stay current on changes in federal and state tax law, including current hot topics such as §163(j) interest limitation, bonus depreciation, and OBBBA-related provisions—and translate them into actionable client guidance
Serve as the executive-level relationship owner for a multi-million dollar book of business, ensuring clients receive proactive, strategic, and timely tax counsel year-round
Drive client retention and account expansion by identifying additional service opportunities—tax advisory, bookkeeping, outsourced CFO, entity structuring, and more—and deploying the right team members to deliver them
Lead consulting conversations on transactions, partner economics, tax distributions, basis planning, and other partnership lifecycle events from formation through exit
Resolve escalations with clarity, empathy, and decisiveness; manage client expectations and act as the steady hand when complex issues arise
Maintain a high client happiness rating across your portfolio and serve as a trusted advisor to the principals, GPs, and fund managers you work with
Manage the team that supports your book—including managers, seniors, and staff—setting clear expectations, balancing workloads, and ensuring deadlines are met without compromising quality
Provide direct mentorship, performance coaching, and technical training; serve as the career advisor for several team members
Conduct meaningful reviews of work products with clear, constructive feedback that elevates the technical skill of the team
Build a collaborative, inclusive team environment that mirrors the firm's people-first values and encourages curiosity, ownership, and continuous learning
Plan, organize, and coordinate engagements within your book to meet all internal and external deadlines
Partner with firm leadership on workflow design, technology adoption, and process improvement; champion automation and standardization across your team
Maintain healthy engagement economics (scope, realization, billing) without sacrificing client service or team well-being