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Role Description

As a Real Estate Tax Advisor at our firm, you will primarily focus on tax planning and advisory services for real estate investors and small business owners.

• 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

Qualifications

• 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

Requirements

• Strong time-management skills
• Self-starter and adaptable
• Ability to thrive in an autonomous environment
• Passion for/or experience with tax planning and/or real estate investing is a strong plus

Benefits

• Annual Salary + Bonus Starting at: $110,000
• Unlimited vacation and sick days
• Health insurance and 401(k) matching
• We provide a laptop and an 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 an internal drive to succeed
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work and clients, and drive projects to the finish line
• You love working with and speaking to clients, delivering results, and improving their lives