Tax Manager - Partnerships and Syndications

Hall CPA PLLC

4d•$117,000 - $135,200•Remote

About The Position

The Tax Manager leads a specialized real estate tax practice serving Real Estate Investors, Syndicates, and Fund Managers. The role focuses on complex multi-tier Partnership structures under Subchapter K, S-Corporations, and high-net-worth individual returns. The manager is accountable for team and client success, retention, and satisfaction through staff development, oversight of tax compliance, and strong client relationships. The manager conducts final reviews and signs tax returns, guides clients through key tax positions, serves as the primary client relationship manager, and provides subject-matter expertise in partnership taxation and complex real estate transactions. The position also sets and monitors team performance goals, coaches staff, promotes accountability and continuous improvement, and collaborates with Senior Managers and firm leadership on process improvement, automation, and client service initiatives. This is a US-based, fully remote role at a virtual CPA firm. Successful team members are self-starting, adaptable, organized, and comfortable working autonomously in a fast-paced environment. Remote-work expectations include a clean, quiet background, business-casual attire for client interactions, and video use. The company provides a laptop and an annual $500 technology reimbursement for computer and technology accessories.

Requirements

Bachelor's degree in accounting from an accredited college or university.
At least 5 years of progressive public accounting tax experience.
Extensive exposure to partnership taxation, real estate syndications, or private equity funds.
CPA or EA certification is required because the role is responsible for signing tax returns.
Exceptional time management and supervisory skills.
Excellent communication and listening skills.
Ability to work autonomously and adapt in a fast-paced environment.

Nice To Haves

Experience with real estate investors, syndicates, and fund managers.
Passion for real estate; the firm notes that team members often own investment properties themselves.
Enjoyment of helping and teaching others, client interaction, and improving operational performance.

Responsibilities

Conduct final reviews of complex partnership, syndication, and multi-state tax returns; sign and deliver returns to clients; and provide a brief recap video or phone call explaining key tax positions.
Serve as the subject matter expert in Subchapter K, special allocations under Sections 704(b) and 704(c), capital account maintenance, and complex real estate transaction structuring.
Manage primary client relationships, proactively set expectations, lead resolution of tax notices and audits, and recommend additional services such as bookkeeping and tax advisory.
Conduct regular coaching and training sessions and monthly goal check-ins to develop preparers and senior accountants, remove blockers, foster accountability, and support professional growth.
Set performance targets and monitor adherence to internal deadlines, revenue targets, and quality standards.
Collaborate with Senior Managers and firm leadership on process improvement, tax technology automation, and efficiency and innovation committees.
Participate in teamwide initiatives to improve processes, cross-team communication, collaboration, and client service.
Provide strategic guidance and coaching across staff levels, communicate goals and processes, and help develop future leaders and high-performing teams.