Senior Real Estate Tax Advisor

🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $110k / year

⏰ Full Time

🟠 Senior

💰 Tax

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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

• 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, being responsive to their communications/emails, and reaching out proactively • Research complex tax issues, citing the Internal Revenue Code and supporting sources, 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 to ensure proposed strategies are implemented • Remain updated on changes in tax laws and procedures

🎯 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, managing client relationships, and ensuring engagement objectives are met accurately and on time • 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 • Experience with partnership syndications, including knowledge of waterfall allocations and operating agreements (Preferred)

🏖️ Benefits

• Unlimited vacation and sick days • Health insurance • 401(k) matching • Ongoing, engaging training • Clean background with no noise or distractions • Laptop provided • $500 annual tech reimbursement for computer/tech accessories