Hall CPA PLLC · 1 day ago
Advisory Associate
United States
Full-time
Remote
Entry Level
$60K/yr - $67K/yr
2+ years expHall CPA PLLC is seeking an Advisory Associate to provide tax planning and advisory services for real estate investors and small business owners. The role involves creating tailored tax plans, researching complex tax issues, and delivering best-in-class client service while adhering to professional ethics and maintaining confidentiality.
AccountingManagement ConsultingProfessional ServicesReal Estate Investment
Responsibilities
Create tailored tax plans to clients, and update those plans periodically as clients’ situations change
Work directly with clients to gather data, resolve questions, and provide a best-in-class service, supporting the client engagements managed by Seniors, Managers, and Partners
Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
Build a deep understanding of real estate concepts and transactions, taxation regulations and strategies, and general accounting knowledge, as well as remain up to date on changes in tax laws and procedures through ongoing training, including shadowing others and CPE
Assist in various projects throughout the year designed to enhance client/employee experience, including, but not limited to, client proposals, process improvements, efficiency and effectiveness committees, and development and delivery of training materials
Complete administrative tasks applicable to the role, such as maintaining accurate and up-to-date project information within our project management system, taking and appropriately storing adequate client notes, and adhering to project processes
Identify other firm services to the benefit of the client and share findings with the client’s point of contact. Ex: bookkeeping services, tax advisory etc
Qualification
Required
Bachelor's or Master's degree in Accounting/Tax
Minimum of 2 years of relevant professional experience
Preferred
CPA or EA certification preferred; must be eligible to sit for exams
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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