Hall CPA PLLC

Real Estate CPAs and Advisors

Real Estate Tax Advisor

TaxTaxFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

North Carolina

Posted

6 days ago

Salary

$110K / year

Bachelor Degree5 yrs expEnglish

Job 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 • Research complex tax issues 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

Job 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
  • 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

Benefits

  • Unlimited vacation and sick days
  • Ongoing, engaging training
  • Health insurance
  • 401(k) matching

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