Hall CPA PLLC

Senior Tax Advisor, Real Estate

Hall CPA PLLC

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $110,000 per year

Job Level

Senior

About the role

  • 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

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
  • fostering an autonomous work environment
  • offering ongoing, engaging training
  • providing health insurance
  • 401(k) matching
Applicant Tracking System Keywords

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

Hard Skills & Tools
tax planningtax compliancetax projectionstax estimatesresearch complex tax issuesInternal Revenue Codeclient communicationclient relationship management
Soft Skills
effective communicationinterpersonal skillsclient managementresponsivenessproactive outreach
Certifications
CPAEA