Hall CPA PLLC

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

Senior Tax Advisor, Real Estate

• 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 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
• Complete administrative tasks applicable to the role, such as maintaining accurate and up-to-date project information

Real Estate Tax Advisory Associate

• Supervise a team of staff accountants to ensure quality and timely work product
• Review financial statements prepared by associates in QuickBooks and other accounting software
• Deliver financials and provide guidance to clients
• Provide technical input on tax and accounting issues
• Train and supervise less experienced staff
• Nurture client relationships
• Conduct monthly oversight calls and provide ad hoc reporting and analysis
• Provide seamless hand-off of client books to tax team at year-end

Senior Accountant – Real Estate

Consultant

• Prepare cost segregation studies for real estate clients across the U.S.
• Review construction documents, invoices, settlement statements, and fixed asset schedules.
• Perform construction cost analysis of architectural, site, civil, mechanical, electrical, and specialty components.
• Assist with on-site property inspections to document building systems and components as needed.
• Travel up to 20%, including occasional overnight travel for property inspections.
• Prepare and maintain organized workpapers and supporting documentation.
• Collaborate with tax professionals to ensure accurate integration into tax compliance and planning.
• Develop technical expertise in cost segregation, MACRS depreciation, and real estate-related tax concepts.
• Deliver a best-in-class client experience through accuracy, responsiveness, and professionalism.
• Demonstrate a strong understanding of building construction methods and systems.
• Read and interpret architectural, mechanical, and electrical drawings.
• Use our tech stack proficiently, including Google Suite, Microsoft Office, Clickup, Hubspot, and construction software.

Cost Segregation Consultant – Construction Estimator

• Conduct final technical reviews of tax returns and documents for individuals, partnerships, s-corporations, trusts, and corporations
• Provide tax return debriefs to clients and maintain ongoing relationships
• 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

Senior Real Estate Accountant

Senior Tax Advisor, Real Estate

Real Estate Tax Advisory Associate

Senior Accountant – Real Estate

Cost Segregation Consultant – Construction Estimator

Technical Tax Manager