Hall CPA LLC is looking for a Real Estate Tax Advisor to deliver expert tax planning and advisory services for real estate investors and small business owners. You will join a 100% virtual CPA firm dedicated to innovating tax services and work-life integration, with a mission to change the accounting industry.
What You'll Do
- Serve as the primary client contact, spending up to 50% of your time in direct client meetings via Zoom, representing their best interests.
- Create, deliver, and periodically update tailored tax plans for each client.
- Maintain strong client relationships by managing expectations, being responsive, and proactively reaching out.
- Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide actionable recommendations.
- Coordinate client tax preparation needs with the tax preparation team and assist with client communication during tax season to ensure strategy implementation.
- Remain updated on all changes in tax laws and procedures.
What We're Looking For
- CPA or EA Certification (CPA preferred).
- 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.
- Proven experience working directly with clients, managing relationships, and ensuring engagement objectives are met accurately and on time.
- Hands-on experience performing tax projections and estimates using professional tax planning software.
- Effective written and oral communication skills combined with strong interpersonal abilities.
- A clean professional background with no distractions for remote work.
- Commitment to wearing business casual attire and always using video for client interactions.
Nice to Have
- A personal passion for or direct experience with tax planning and/or real estate investing.
Technical Stack
- Professional tax planning software such as BNA Tax Planner or CCH Prosystem fx Planning.
Team & Environment
You will join a 100% virtual CPA firm with team members located across the United States. Our culture is people-first, friendly, disciplined, and thrives in a fast-paced environment. We value ownership, exceptional time management, and excellent communication.
Benefits & Compensation
- Compensation: $110,000
- Unlimited vacation and sick days.
- Health insurance.
- 401(k) matching.
- Annual $500 tech reimbursement for computer and tech accessories.
- Firm-provided laptop.
- Ongoing, engaging training.
- Autonomous work environment.
- Use of the best technology and automation on the market.
Work Mode
This is a fully remote position open to candidates across the United States.
Hall CPA LLC is an equal opportunity employer.
