[Hiring] Real Estate Senior Tax Associate @Hall CPA PLLC

Role Description

As a Senior Tax Associate at our firm, you will prepare and review Individual, Partnership, and S-Corporation tax returns as well as the corresponding workpapers that support those tax returns. You may prepare and/or review other income tax returns, such as Corporation, Gift, and Trust returns as needed. Senior Tax Associates will also identify missing or incomplete data by conducting initial file reviews and communicate directly with the client, via email, phone, Loom, or Zoom to request these documents.

We are a 100% virtual CPA firm, with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate and often owns investment properties themselves.

Team members who thrive at our firm have:

• Excellent time management skills
• Self-starters
• Adaptability
• Pride in their work
• Ability to work well in an autonomous environment

Qualifications

• Bachelor's degree in accounting from an accredited college or university
• Minimum of 2 years of relevant professional experience, with 3 years experience as an associate recommended
• CPA or EA certification preferred

Requirements

• Review basic tax returns and supporting documents, ensuring completeness and accuracy
• Prepare complex tax returns and supporting documents, including preparing Form 3115 and reporting 1031 exchanges, ensuring completeness and accuracy
• Consult with peers, supervisors, and clients - being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable)
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
• Seek licensing such as EA or CPA
• Prepare and/or review documents and response letters to resolve client notices
• Assist in various projects throughout the year including, but not limited to, client proposals, rolling forward workpapers, and development of training materials
• Attend relevant CPE to develop and enhance technical and process-related skills

Benefits

• Unlimited vacation and sick days
• Ongoing training
• Health insurance
• 401(k) matching
• Annual $500 tech reimbursement for computer/tech accessories

Expectations for remote work

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)

You’re a Good Fit For Our Culture If:

• You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management and supervisory skills
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work, clients, and team members and drive projects to the finish line
• You love working with and speaking to clients, delivering results, and improving their lives