Tax Manager - Real Estate Tax Technical Reviewer

Hall CPA•Raleigh, NC

7d•Remote

About The Position

We are a 100% virtual CPA firm, with our team located across 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 and often owns 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, offering unlimited vacation and sick days, fostering an autonomous work environment, providing ongoing training, and offering health insurance and 401(k) matching. As a Technical Tax Manager at Hall CPA, your top priority is to ensure high-quality tax returns are delivered to our clients. You perform a technical review of returns prepared/reviewed by staff and seniors at our firm, and then sign the tax return for delivery. You will also be charged with providing technical feedback and mentoring to our staff and seniors. Because a Technical Tax Manager’s top priority is quality reviews, the role is not responsible for owning team performance and KPIs, setting team goals and managing team capacity, creating accountability systems, and managing team execution. Those are responsibilities of the team lead, and if you have a desire to gain those responsibilities, there's a pathway to do so. The Technical Tax Manager role is intentionally designed with a narrow job scope focused on technical excellence. Team members who thrive at our firm have strong time-management skills, are self-starters, are adaptable, take pride in their work, and work well in an autonomous environment. Annual salary for this role starts at $120,000. This role is eligible for annual bonuses.

Requirements

Bachelor's degree in accounting from an accredited college or university
CPA or EA certification
Experience with real estate tax matters and multi-state tax returns
Minimum of 5 years of relevant professional experience
Clean background with no noise or distractions
Business casual attire for client interactions
Always use video (80% of communication is non-verbal)

Nice To Haves

Strong time-management skills
Self-starters
Adaptable
Take pride in their work
Work well in an autonomous environment
Friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
Disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
Exceptional time management and supervisory skills
Excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
Take ownership of your work, clients, and team members and drive projects to the finish line
Love working with and speaking to clients, delivering results, and improving their lives

Responsibilities

Conduct final technical reviews of tax returns and documents for individuals, partnerships, S-corporations, trusts, and corporations, and sign tax returns
Provide tax return debriefs to clients, walking them through technical areas of the return
Research complex tax issues and provide recommendations for resolution
Review and facilitate tax resolution with federal and state tax authorities
Stay updated on changes in tax laws and procedures
Assist in team development of technical skills and work quality, providing mentorship and training
Responsible for maintaining strong client relationships by managing their expectations, being responsive to their communications/emails
Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory, etc.