Hall CPA LLC is looking for a Real Estate Tax Advisor to deliver expert tax planning and advisory services for real estate investors and small business owners. You will join a 100% virtual CPA firm dedicated to innovating tax services and work-life integration, with a mission to change the accounting industry.

What You'll Do

Serve as the primary client contact, spending up to 50% of your time in direct client meetings via Zoom, representing their best interests.
Create, deliver, and periodically update tailored tax plans for each client.
Maintain strong client relationships by managing expectations, being responsive, and proactively reaching out.
Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide actionable recommendations.
Coordinate client tax preparation needs with the tax preparation team and assist with client communication during tax season to ensure strategy implementation.
Remain updated on all changes in tax laws and procedures.

What We're Looking For

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.
Proven experience working directly with clients, managing relationships, and ensuring engagement objectives are met accurately and on time.
Hands-on experience performing tax projections and estimates using professional tax planning software.
Effective written and oral communication skills combined with strong interpersonal abilities.
A clean professional background with no distractions for remote work.
Commitment to wearing business casual attire and always using video for client interactions.

Nice to Have

A personal passion for or direct experience with tax planning and/or real estate investing.

Technical Stack

Professional tax planning software such as BNA Tax Planner or CCH Prosystem fx Planning.

Team & Environment

You will join a 100% virtual CPA firm with team members located across the United States. Our culture is people-first, friendly, disciplined, and thrives in a fast-paced environment. We value ownership, exceptional time management, and excellent communication.