[Hiring] Project Coordinator @Hall CPA PLLC

Role Description

As the Project Coordinator for our growing cost segregation practice, you will be instrumental in managing the project pipeline from initial intake through final delivery. You will take ownership of coordinating projects, identifying and resolving bottlenecks, and developing structured workflows that empower our team to scale effectively.

Qualifications

• 2+ years of experience in project coordination, client service, or operations within a professional services environment.
• Strong written and verbal communication skills with high attention to detail and discretion with financial data.
• Demonstrated proficiency with Google Workspace and aptitude for mastering workflow and CRM tools quickly.
• Preferred: Background in real estate, title, or accounting firms; hands-on experience with ClickUp, HubSpot, or AI-driven productivity tools.

Requirements

• Serve as the primary point of contact for clients, proactively preparing proposals, coordinating documentation, and delivering clear status updates.
• Own the project lifecycle from signed agreement to final delivery, prioritizing incoming work and ensuring schedules are maintained.
• Coordinate property inspections with clients and field team members, tracking milestones for a seamless handoff to billing.
• Develop and refine SOPs, templates, and checklists to eliminate bottlenecks and support practice growth.
• Maintain real-time accuracy across CRM and project management tools while safeguarding confidential client information.

Benefits

• Flexible unlimited time off.
• Annual $500 tech reimbursement for computer/tech accessories.
• Professional remote setup with a clean background and business casual attire for client interactions.

Company Description

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.