Charlotte, North Carolina, United States · Remote Solely
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 is passionate about real estate…
Skills: Tax Planning, Real Estate Tax, Client Relationship Management, Tax Research, Tax Projections
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The role focuses on providing tax planning and advisory services for real estate investors and fund managers. Responsibilities include conducting client meetings via Zoom, researching complex tax issues, and coordinating with the tax preparation team.
Requires a CPA or EA certification and a Bachelor's or Master's degree in Accounting or Tax. Candidates must have 5-7 years of experience in real estate and small business tax compliance or planning.
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 is passionate about real estate and often owns investment properties.
We are on a mission to change the accounting industry by creating the premier people-first firm where strong, talented team members thrive. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, offering unlimited vacation and sick days, fostering an autonomous work environment, providing ongoing, engaging training, and offering health insurance and 401(k) matching.
As a Real Estate Tax Advisor at our firm, you will primarily focus on tax planning and advisory services for real estate investors who own and manage properties and invest in real estate syndications. Generally, Senior Advisors will spend 50% of their time in direct client meetings via Zoom. Tax Advisors will also provide technical input on tax and accounting issues, research tax solutions, train less-experienced staff, and nurture client relationships.
The most important characteristic of our Advisory team is our ability to deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and to provide practical steps for implementing our recommended strategies or positions (or minimizing their tax liability). This can include delivering complex information in a way the client can absorb and apply in practice. Our job is to build strong foundations of trust by delivering on our commitments, clearly and concisely.
Team members who thrive at our firm have strong time-management skills, are self-starters, are adaptable, take pride in their work, and thrive in an autonomous environment. We measure our success by accuracy, clarity, and our ability to lead projects to completion. Having a passion for/or experience with tax planning and/or real estate investing is a strong plus.
Annual Salary + Bonus Starting at: $110,000
Real Estate CPAs and Advisors
At Hall CPA, we help high net worth individuals, real estate investment companies, syndicates, and private equity funds save thousands in taxes, streamline their accounting process, and grow their companies with outsourced CFO services. How we add value to our clients: • Use creative tax strategies and proactive planning to reduce their tax liability. • Help streamline and automate their accounting process. • Take their accounting process off their hands, which allows them to focus on growing their company. • Help them use metrics to interpret their financial information and make better decisions with outsourced CFO services. For a free copy of “The Real Estate Investor’s Guide to Opportunity Funds”, and to learn more about us and how we can help you or your company, please visit www.therealestatecpa.com
Offices: 4441 Six Forks Rd, Ste 106-150, Raleigh, NC 27609, US
Real Estate CPAs and Advisors
At Hall CPA, we help high net worth individuals, real estate investment companies, syndicates, and private equity funds save thousands in taxes, streamline their accounting process, and grow their companies with outsourced CFO services. How we add value to our clients: • Use creative tax strategies and proactive planning to reduce their tax liability. • Help streamline and automate their accounting process. • Take their accounting process off their hands, which allows them to focus on growing their company. • Help them use metrics to interpret their financial information and make better decisions with outsourced CFO services. For a free copy of “The Real Estate Investor’s Guide to Opportunity Funds”, and to learn more about us and how we can help you or your company, please visit www.therealestatecpa.com
Offices: 4441 Six Forks Rd, Ste 106-150, Raleigh, NC 27609, US
