Tax Manager - Real Estate Partnerships / Private Equity

Hall CPA LLC•Minneapolis, MN

12d•$117,000 - $160,000•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.

Requirements

Bachelor's degree in accounting from an accredited college or university
CPA certification
Minimum of 5 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

Conduct final reviews of tax returns, sign tax returns and deliver to clients, and provide a brief recap video or phone call to walk the client through the return, highlighting areas of significance
Provide best in class service to clients, serving as the primary client relationship manager, and maintaining strong client relationships by managing their expectations, being responsive to their communications/emails, and providing high quality deliverables
Set clear performance targets, monitor progress, and conduct regular check-ins, driving a culture of accountability and holding team members accountable to deadlines, revenue, and quality metrics
Conduct regular coaching and training sessions, as well as monthly goal check-ins, to remove blockers, foster accountability, encourage professional growth, and drive best in class client service
Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
Ensure the firm’s goals, objectives, and processes are clearly communicated, understood and executed consistently by each team member.
Seen as a subject matter expert in multi-state and real estate taxation; lead technical research and advise on complex transactions
Oversee resolution of client notices and audits, facilitating communication with the client, state or federal agency, and any staff involved
Lead or contribute to firm initiatives including proposals, training development (CPE), and efficiency/innovation committees
Consult with Senior Managers and staff related to engagement concerns and issues, and assist in resolving client engagement issues
Stay updated on tax law changes and mentor team members to elevate technical skills, service quality, and collaboration
Consult with peers, supervisors, and clients - being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable)
Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.