Real Estate Senior Tax Advisor

About the role

We are a 100% virtual CPA firm, with our team located across the United States. Our team is passionate about real estate and often owns investment properties.

Responsibilities

• 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
• Cook up 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
• Achieve an average of 9/10 on your Net Promoter Score surveys
• Delivering on your promises with clients and maintaining strong client relationships
• Participation in the expansion of the firm's technical knowledge through research and collaboration with internal teams

Requirements

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)

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.
• PREFERRED: Experience with partnership syndications, including knowledge of waterfall allocations and operating agreements.

Skills

• Strong time-management skills
• Adaptable
• Takes pride in their work
• Thrives in an autonomous environment

Benefits

• Annual Salary + Bonus Starting at: $110,000
• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

Pay

Annual Salary + Bonus Starting at: $110,000

Schedule

Flexible schedule to accommodate remote work