Hall CPA PLLC

• 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

Tax Advisory Associate

• 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
• Research complex tax issues 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

Real Estate Tax Advisor

Accountant

• 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

Senior Real Estate Accountant

• 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

Tax Advisory Associate

Real Estate Tax Advisor

Senior Real Estate Accountant

Senior Tax Advisor, Real Estate