Hall CPA PLLC

• Conduct final technical reviews of tax returns and documents for individuals, partnerships, S-corporations, trusts, and corporations, and sign tax returns • Provide tax return debriefs to clients, walking them through technical areas of the return • Research complex tax issues and provide recommendations for resolution • Review and facilitate tax resolution with federal and state tax authorities • Stay updated on changes in tax laws and procedures • Assist in team development of technical skills and work quality, providing mentorship and training • Responsible for maintaining strong client relationships by managing their expectations, being responsive to their communications/emails • Recommend other firm services to the benefit of the client.

• Complete reviews of Individual, Partnership, and S-Corporation tax returns • Provide technical input on tax and accounting issues • Research tax solutions • Train less-experienced staff • Nurture client relationships

• 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

• 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

• 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 • Assist in various projects throughout the year designed to enhance client/employee experience

• 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

• Supervise and develop staff accountants by setting deadlines, clearing roadblocks, and providing detailed review feedback • Review financial statements prepared by associates in QuickBooks Online and other accounting platforms • Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships • Serve as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concerns • Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis • Lead client onboarding and ensure a smooth transition into our processes • Provide a seamless and clean hand-off of client books to our tax team for tax return preparation