Hall CPA PLLC

Accountant

• Supervise a team of staff accountants to ensure quality and timely work product by clearing roadblocks, setting deadlines, managing capacity, and providing training and guidance.
• Demonstrate a working knowledge of the accounting framework by reviewing the work of staff accountants and providing individualized feedback and review notes for the team's betterment.
• Create, review, and deliver quality and timely financial statements, including dashboards, KPIs, and forecasting to clients while building and maintaining a strong client relationship.
• Confidently and comfortably consult with clients regularly via video conference, phone call, or email and, when needed, resolve concerns.
• Become a trusted advisor to our clients regarding best accounting practices and process building, and offer other firm services that could help them achieve their goals as needed.
• Provide other services to clients, including holding weekly or monthly oversight calls and providing ad-hoc reporting and analysis.
• Lead efficient client onboarding utilizing project management tracking to ensure a smooth and satisfactory client experience.
• Within our firm, help identify areas for opportunity and implement positive solutions utilizing collaboration, technology, and automations to create a more efficient and effective work environment.
• At year-end, provide a seamless and clean hand-off of client books to our tax team for tax return preparation.

Senior Accountant

Financial Planning and Analysis

• Build/maintain strong client relationships
• Deliver financials and strategic business advisory via virtual meetings and email
• Supervise a team of associates
• Responsible for team’s performance and success
• Review financial reports for accuracy and timeliness
• Provide support for businesses going through transformation, growth, process improvement, fundraising, and preparing for transactions
• Provide general accounting guidance to clients
• Training and supervision of less experienced staff
• Create/implement improvements for the team and firm

Fractional Real Estate CFO

• Prepare federal and state tax returns and supporting documents, ensuring completeness and accuracy
• Work directly with clients to gather data, resolve questions, and provide a best in class service
• Consult with peers and supervisors, being responsive to their communications
• Prepare documents and response letters to resolve client notices

Tax Associate

Account Executive

• 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

Sales Representative – Tax, Accounting

• Cost Segregation Senior Managers are responsible for the success of the cost-segregation service line, delivering sophisticated, engineering-based depreciation studies that unlock tax savings, deepen client relationships, and expand the firm’s advisory footprint.
• Scope, execute, and review cost-segregation and related depreciation analyses across diverse real-estate portfolios, then translate the findings into clear, accurate reports for owners, developers, and investors.
• In parallel, you’ll build and mentor a high-performing technical team, refine processes for scale, and champion thought-leadership initiatives that position the firm at the forefront of cost-segregation and real-estate tax strategy.