Hall CPA PLLC

Senior Tax Advisor

Hall CPA PLLC

full-time

Posted on:

Location Type: Remote

Location: Remote • North Carolina • 🇺🇸 United States

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Salary

💰 $115,000 - $155,000 per year

Job Level

Senior

About the role

  • Serve as the primary client contact, ensuring their best interests are represented
  • 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 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

Requirements

  • 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.
Benefits
  • unlimited vacation and sick days
  • health insurance
  • 401(k) matching
  • engaging and ongoing training
  • advanced technology and automation

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax planningtax compliancetax projectionstax estimatesresearch complex tax issuesInternal Revenue Codeclient communication
Soft skills
client relationship managementresponsivenessproactive communicationeffective written communicationeffective oral communicationinterpersonal skills
Certifications
CPAEA