Hall CPA PLLC · 3 weeks ago
Senior Tax Advisor
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $155K/yr
5+ years expHall CPA PLLC is a 100% virtual CPA firm specializing in serving Real Estate Investors, Syndicates, and Fund Managers. As a Senior Tax Advisor, you will focus on tax planning and advisory services, maintaining strong client relationships and providing technical input on tax and accounting issues.
AccountingManagement ConsultingProfessional ServicesReal Estate Investment
Responsibilities
Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
Create and deliver tailored tax plans to clients, and update those plans periodically
Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
Coordinate client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
Remain updated on changes in tax laws and procedures
Qualification
Required
CPA or EA Certification
Bachelor's or Master's in Accounting or Tax from an accredited college or university
Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience
Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on-time
Experience performing tax projections and estimates using professional tax planning software (e.g. BNA Tax Planner, CCH Prosystem fx Planning, etc)
Effective written and oral communication skills and strong interpersonal skills
Preferred
CPA Preferred
Experience with tax planning and/or real estate investing is a strong plus
Benefits
Unlimited vacation and sick days
Health insurance
401(k) matching
$500 tech reimbursement for computer/tech accessories
Company
Hall CPA PLLC
At Hall CPA, we help high net worth individuals, real estate investment companies, syndicates, and private equity funds save thousands in taxes, streamline their accounting process, and grow their companies with outsourced CFO services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
McKeller Knox
Executive Assistant To Chief Executive Officer
Taylor Brugna
Partner
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