Real Estate Senior Tax Associate

About the role

We are a 100% virtual CPA firm, with our team located across the United States. Our team has a passion for real estate and often owns investment properties themselves.

Responsibilities

• Conduct first-level technical reviews of tax returns and supporting documents, ensuring completeness and accuracy
• Consult with clients via email or phone, as needed, being responsive to their communications (24-48 hour turnaround time) and ensuring all client promises are delivered upon timely
• Prepare complex tax returns involving 1031 transactions or Form 3115
• Mentor and develop peers and associates through continuous feedback loops
• Research complex tax issues and provide recommendations for resolution
• Cook with federal and local tax authorities to resolve client notices
• Stay updated on changes in tax laws and procedures

Requirements

• Timeliness and accuracy of deliverables and workpapers
• Happiness rating of clients
• Development of your technical skills
• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)

Qualifications

• Bachelor’s or Master’s in accounting from an accredited college or university
• Minimum of 3 years preparing and reviewing 1040s, 1065s, and 1120-S tax returns
• Experience with real estate tax matters and multi-state tax returns
• CPA or EA certification preferred

Skills

• Excellent time management and supervisory skills
• Exceptional communication and listening skills
• Ownership of work, clients, and team members

Benefits

• Annual Salary + Bonus: $78,000-$90,000
• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

Pay

• Annual Salary + Bonus: $78,000-$90,000

Schedule

• Flexible schedule to accommodate remote work