Hall CPA LLC

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 is passionate about real estate and often owns investment properties. We are on a mission to change the accounting industry by creating the premier people-first firm where strong, talented team members 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, engaging training, and offering health insurance and 401(k) matching. As a Real Estate Tax Advisor at our firm, you will primarily focus on tax planning and advisory services for real estate investors who own and manage properties and invest in real estate syndications. Generally, Senior Advisors will spend 50% of their time in direct client meetings via Zoom. Tax Advisors will also provide technical input on tax and accounting issues, research tax solutions, train less-experienced staff, and nurture client relationships. The most important characteristic of our Advisory team is our ability to deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and to provide practical steps for implementing our recommended strategies or positions (or minimizing their tax liability). This can include delivering complex information in a way the client can absorb and apply in practice. Our job is to build strong foundations of trust by delivering on our commitments, clearly and concisely. Team members who thrive at our firm have strong time-management skills, are self-starters, are adaptable, take pride in their work, and thrive in an autonomous environment. We measure our success by accuracy, clarity, and our ability to lead projects to completion. Having a passion for/or experience with tax planning and/or real estate investing is a strong plus. Annual Salary + Bonus Starting at: $110,000 Areas of Responsibility - 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 Measures for Success - Achieve an average of 9/10 on your Net Promoter Score surveys - Delivering on your promises with clients and maintaining strong client relationships - Participation in the expansion of the firm's technical knowledge through research and collaboration with internal teams 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) - We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories 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 Required Education and Experience: - 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. - Preferred: Experience with partnership syndications, including knowledge of waterfall allocations and operating agreements.

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. Required Education and Experience: - 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 Areas of Responsibility - 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. 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 an Inside Sales Representative at our firm, you will conduct discovery meetings with qualified leads generated by the marketing team and engage with qualified clients to discuss our tax planning and accounting services. Additionally, you will utilize our extensive lead database to identify additional sales opportunities. - Lead engaging discovery meetings with qualified inbound leads to understand their pain points and identify how our services can deliver value. - Become an expert in the firm's service offerings and clearly communicate how we solve clients' challenges. - Analyze and understand client needs, presenting relevant solutions. - Route complex opportunities to the appropriate executives for further development and closure as needed, ensuring smooth transitions. - Close deals with prospective clients and consistently achieve quarterly sales goals. - Proactively source new sales opportunities through inbound lead follow-up and tapping into our existing lead list. - Research accounts, identify key players, and generate interest by creating tailored outreach strategies as needed. - Cultivate relationships with channel partners to build pipelines and close deals. Qualifications - Bachelor's degree in a related field. - Proven success in inside sales, with a strong track record of exceeding goals. - Professional video presence, with experience managing 7+ calls per day. - Experience utilizing Hubspot, ClickUp, or similar CRM. - Excellent verbal and written communication skills, with the ability to engage with prospects. - Strong listening and presentation skills, ensuring client needs are clearly understood. - Excellent multitasking, prioritization, and time management skills. Requirements - Expectations for remote work: - Clean and professional background (or blurred background). - No noise or other distractions in the background (i.e., dogs, children, etc.). - Dedicated space or room for working. - Business casual attire for client interactions. - Always use video (80% of communication is non-verbal). - Laptop and $500 tech reimbursement for computer/tech accessories provided. Benefits - Salary + Commission Starting at: $50,000 - $130,000. Company Description We are a 100% virtual CPA firm with our team members located throughout 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, often owning investment properties themselves. Our firm is one of the fastest-growing accounting firms in the USA, landing a spot on the Inc. 5000 in 2022 (clearing 50% annual growth rates) and again in 2023, 2024, and 2025. We achieve this through our digital marketing strategies and by fostering a modern company culture that enables team members to build their careers.

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 - 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 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. - Spend 50% of your time in direct client meetings via Zoom. - Provide technical input on tax and accounting issues. - Research tax solutions. - Train less-experienced staff. - Nurture client relationships. The most important characteristic of our Advisory team is our ability to 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). - Deliver complex information in a way the client can absorb and apply in practice. - Build strong foundations of trust by delivering on our commitments, clearly and concisely. 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. - Take pride in their work and 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.