Tax Manager – Real Estate Partnerships, Private Equity

🕒 Julho 20

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

💵 $117.000 - $160.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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Hall CPA PLLC

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

A Hall CPA PLLC é uma firma contábil especializada, focada em fornecer serviços de preparação de impostos, consultoria tributária e contabilidade principalmente para investidores imobiliários. A empresa oferece planejamento tributário estratégico e gestão financeira proativa para ajudar os clientes a economizar impostos e otimizar suas operações financeiras. Com uma equipe dedicada de especialistas em imóveis, a Hall CPA PLLC auxilia os clientes no desenvolvimento de estratégias fiscais para reduzir passivos e gerenciar investimentos de forma eficiente. A empresa também fornece recursos educacionais, incluindo blogs, podcasts e conteúdo interativo para apoiar investidores imobiliários a se manterem informados sobre regulamentos e oportunidades fiscais.

Descrição

• Conduct final reviews of tax returns, sign tax returns and deliver to clients, and provide a brief recap video or phone call to walk the client through the return, highlighting areas of significance • Provide best in class service to clients, serving as the primary client relationship manager, and maintaining strong client relationships by managing their expectations, being responsive to their communications/emails, and providing high quality deliverables • Set clear performance targets, monitor progress, and conduct regular check-ins, driving a culture of accountability and holding team members accountable to deadlines, revenue, and quality metrics • Conduct regular coaching and training sessions, as well as monthly goal check-ins, to remove blockers, foster accountability, encourage professional growth, and drive best in class client service • Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality • Ensure the firm’s goals, objectives, and processes are clearly communicated, understood and executed consistently by each team member. • Seen as a subject matter expert in multi-state and real estate taxation; lead technical research and advise on complex transactions • Oversee resolution of client notices and audits, facilitating communication with the client, state or federal agency, and any staff involved • Lead or contribute to firm initiatives including proposals, training development (CPE), and efficiency/innovation committees • Consult with Senior Managers and staff related to engagement concerns and issues, and assist in resolving client engagement issues • Stay updated on tax law changes and mentor team members to elevate technical skills, service quality, and collaboration • Consult with peers, supervisors, and clients - being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable) • Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.

🎯 Requisitos

• Bachelor's degree in accounting from an accredited college or university • CPA certification • Minimum of 5 years of relevant professional experience, with significant time spent in partnership taxation in public accounting or a comparable setting • Demonstrated expertise in real estate partnership taxation, including 1031 exchanges, IRC §704(b)/(c) allocations, basis adjustments, tiered structures, and capital account maintenance • Direct experience serving real estate clients such as syndicates, Tenants-in-Common, and joint ventures, real estate funds, and/or operating and development companies • Proven experience leading client relationships and managing teams of tax professionals • Experience with multi-state tax returns

🏖️ Benefícios

• Unlimited vacation and sick days • Health insurance • 401(k) matching • Autonomous work environment • Ongoing training and mentorship