Hall CPA PLLC

Real Estate Tax Advisor

Hall CPA PLLC

full-time

Posted on:

Location Type: Remote

Location: North Carolina • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $110,000 per year

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
  • 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

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
  • 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
  • Ongoing, engaging training
  • 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 estimatesreal estate taxsmall business taxresearch complex tax issuesclient communication
Soft Skills
client relationship managementinterpersonal skillseffective communicationwritten communicationoral communication
Certifications
CPAEA