Tax Manager – Real Estate Partnerships, Private Equity

🕒 il y a 18 jours

❄️ Minnesota – Distant

❄️ Minnesota – Remote

💵 $117 000 - $160 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

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Hall CPA PLLC

Site WebLinkedInTous les Emplois

51 - 200 employés

💼 Conseil

⚖️ Juridique

💸 Finance

Consulting • Legal • Finance

Hall CPA PLLC est un cabinet comptable spécialisé dans la fourniture de services de préparation fiscale, de conseil fiscal et de comptabilité, principalement pour les investisseurs immobiliers. Le cabinet offre une planification fiscale stratégique et une gestion financière proactive pour aider les clients à économiser sur les impôts et à optimiser leurs opérations financières. Avec une équipe dévouée d'experts en immobilier, Hall CPA PLLC aide les clients à développer des stratégies fiscales pour réduire les passifs et gérer les investissements de manière efficace. Le cabinet fournit également des ressources éducatives, y compris des blogs, des podcasts et du contenu interactif, pour soutenir les investisseurs immobiliers dans la connaissance des réglementations fiscales et des opportunités.

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.

🎯 Exigences

• 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

🏖️ Avantages

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