Senior Tax Advisor

About the role

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. As a Senior Tax Advisor, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. This role is largely client-facing, and advisors communicate directly with clients via email, Zoom, Loom, or phone on a frequent basis.

The most important characteristic of our Advisory team is that we deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide practical steps to implement recommended strategies or minimize tax liability. This includes delivering complex information in a manner clients can absorb and apply practically. Our job is to build strong foundations of trust by delivering when we say we will, in a clear and concise manner.

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 has a passion for real estate and often owns investment properties themselves.

Responsibilities

• Serve as the primary client contact, ensuring their best interests are represented by maintaining strong relationships, managing expectations, being responsive to communications, and reaching out proactively.
• Create and deliver tailored tax plans to clients and update those plans periodically.
• Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution.
• Coordinate client’s tax preparation needs with the tax preparation team and assist with client communication during tax season to ensure a seamless transition and implementation of proposed strategies.
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality.
• Act as a subject matter expert in real estate taxation with a deep understanding of real estate concepts, transactions, taxation regulations, and general accounting knowledge. Remain up to date on changes in tax laws and procedures through CPE.
• Assist in various projects throughout the year designed to enhance client/employee experience, including client proposals, process improvements, efficiency and effectiveness committees, and development and delivery of training materials.
• Complete administrative tasks such as maintaining accurate and up-to-date project information within our project management system, taking and storing adequate client notes, and adhering to project processes.
• Recommend other firm services to benefit the client, such as bookkeeping services or tax advisory.

Measures for Success

• NPS ratings from clients, averaging 9/10 or greater.
• Timeliness of deliverables and workpapers, reflected by production metrics.
• Maintain proper task tracking through our software and keeping pace with engagements.
• Development of technical skills, reflected in participation in advisory channels such as Slack and team meetings, and ability to tackle projects of greater complexity.
• Client ongoing advisory retention rate.

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).

We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories.

Culture Fit

• 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 relentlessly pursuing change in the accounting industry.
• You have exceptional time management and supervisory skills.
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance.
• You take ownership of your work, clients, and team members and drive projects to the finish line.
• You love working with and speaking to clients, delivering results, and improving their lives.

Requirements

• Bachelor's degree in accounting from an accredited college or university (Master's preferred).
• Minimum of 3 years of relevant professional experience, with 2 years of experience as a Senior Tax Associate or similar role recommended.
• CPA or EA certification required.

Benefits

• Unlimited vacation and sick days.
• Autonomous work environment.
• Ongoing training.
• Health insurance.
• 401(k) matching.