Hall CPA

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax and accounting issues, research tax solutions, prepare client deliverables, and support those who are client-facing to ensure best-in-class service. This role is largely client-facing, and advisors communicate directly with clients via email, Zoom, Loom, or phone on a frequent basis. The most important characteristic of our Advisory team is that we deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide practical steps to implement our recommended strategies or positions (or to minimize their tax liability). This can include delivering complex information in a manner that the client can absorb and apply practically. Our job is to build strong foundations of trust by delivering when we say we will, in a clear and concise manner. Qualifications - Bachelor's or Master’s degree in Accounting/Tax - Minimum of 2 years of relevant professional experience - CPA or EA certification preferred; must be eligible to sit for exams Requirements - Create tailored tax plans for clients, and update those plans periodically as clients’ situations change - Work directly with clients to gather data, resolve questions, and provide 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 (e.g., bookkeeping services, tax advisory, etc.) Key Performance Indicators - Timeliness of deliverables and workpapers, reflected by production metrics - Maintain proper maintenance of task tracking through our software, and keep pace with the engagement - Development of your technical skills, reflected in participation in advisory channels such as Slack and team meetings, and the ability to tackle projects of greater complexity

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Real Estate Tax Advisor at our firm, you will primarily focus on tax planning and advisory services for real estate investors and small business owners. - 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 the 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 Qualifications - 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 - 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 Requirements - Strong time-management skills - Self-starter and adaptable - Ability to thrive in an autonomous environment - Passion for/or experience with tax planning and/or real estate investing is a strong plus Benefits - Annual Salary + Bonus Starting at: $110,000 - Unlimited vacation and sick days - Health insurance and 401(k) matching - We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories Expectations for remote work - Clean background with no noise or distractions - Business casual attire for client interactions - Always use video (80% of communication is non-verbal) You’re a Good Fit For Our Culture If: - You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others - You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry - You have exceptional time management and an internal drive to succeed - You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance - You take ownership of your work and clients, and drive projects to the finish line - You love working with and speaking to clients, delivering results, and improving their lives