Tax Manager – Real Estate Partnerships, Private Equity

🔥 13 hours ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $117k - $160k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Hall CPA PLLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🏠 Real Estate

Finance • Real Estate

Hall CPA PLLC is a specialized accounting firm focused on providing tax preparation, tax advisory, and accounting services primarily for real estate investors. The firm offers strategic tax planning and proactive financial management to help clients save on taxes and optimize their financial operations. With a dedicated team of experts in real estate, Hall CPA PLLC assists clients in developing tax strategies to reduce liabilities and manage investments efficiently. The firm also provides educational resources including blogs, podcasts, and interactive content to support real estate investors in staying informed about tax regulations and opportunities.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

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