Project Coordinator – Cost Segregation, Real Estate

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $52k - $62k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👷‍♀️ Project Manager

🚫👨‍🎓 No degree required

👻 Ghost score 1%

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Hall CPA PLLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

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

• Manage the project pipeline from initial intake through final delivery • Serve as the primary point of contact for clients • Prepare proposals and coordinate documentation • Deliver clear client status updates • Own the project lifecycle from signed agreement to final delivery • Prioritize incoming work and maintain schedules • Coordinate property inspections with clients and field team members • Track milestones for handoff to billing • Develop and refine SOPs, templates, and checklists • Maintain real-time accuracy in CRM and project management tools • Safeguard confidential client information • Drive project timeliness and velocity • Maintain accurate and complete project records and milestones • Achieve strong client satisfaction and stakeholder feedback on communication

🎯 Requirements

• 2+ years of experience in project coordination, client service, or operations within a professional services environment • Strong written and verbal communication skills • High attention to detail • Discretion with financial data • Demonstrated proficiency with Google Workspace • Aptitude for mastering workflow and CRM tools quickly • Preferred: background in real estate, title, or accounting firms • Preferred: hands-on experience with ClickUp, HubSpot, or AI-driven productivity tools • Must maintain a professional remote setup with a clean background and no noise or distractions • Business casual attire for client interactions • Must be authorized to work in the United States • Role must be performed from within the United States

🏖️ Benefits

• Flexible unlimited time off • Work-life integration • Flexible remote work • Laptop provided • Annual $500 tech reimbursement for computer/tech accessories • Continuous professional growth investment • High-trust, results-driven culture rooted in ownership • Bonus offered

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