Technical Tax Manager

Hall CPA LLC•Raleigh, NC

17d•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, you are responsible for delivering high-quality tax returns, ensuring client satisfaction, and mentoring and developing your team. We are looking for someone who has experience in managing clients and can elevate everyone around them. 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.

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
Strong time-management skills
Self-starters
Adaptable
Take pride in their work
Work well in an autonomous environment
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

Nice To Haves

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

Responsibilities

Conduct final technical reviews of tax returns and documents for individuals, partnerships, S-corporations, trusts, and corporations, including signing tax returns
Provide tax return debriefs to clients and maintain ongoing relationships
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.