Senior Tax Manager - Real Estate / Partnerships

About the role

Hall CPA is a 100% virtual CPA firm with our team located all over 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, often owning investment properties themselves.

Responsibilities

• Serve as the firm's go-to expert on partnership taxation, including IRC §704(b) and §704(c) allocations, §707 transactions, §707 transactions, §734(b) and §743(b) basis adjustments, §751 hot assets, §752 debt allocations, and §754 elections
• Conduct final technical reviews of the most complex partnership tax returns and advisory deliverables, with a particular focus on real estate syndicates, joint ventures, real estate funds, and operating/development companies
• Advise clients on tiered partnership structures, GP/LP economics, waterfall and promote calculations, capital account maintenance, special allocations, and the tax implications of partnership formations, contributions, distributions, redemptions, and liquidations
• Evaluate and shape partnership and operating agreements to align tax outcomes with client intent, and ensure ongoing compliance with IRC §704(b) capital account rules
• Lead complex tax research projects and produce clear written recommendations and memos for resolution of nuanced issues
• Stay current on changes in federal and state tax law, including current hot topics such as §163(j) interest limitation, bonus depreciation, and OBBBA-related provisions—and translate them into actionable client guidance
• Serve as the executive-level relationship owner for a multi-million dollar book of business, ensuring clients receive proactive, strategic, and timely tax counsel year-round
• Drive client retention and account expansion by identifying additional service opportunities—tax advisory, bookkeeping, outsourced CFO, entity structuring, and more—and deploying the right team members to deliver them
• Lead consulting conversations on transactions, partner economics, tax distributions, basis planning, and other partnership lifecycle events from formation through exit
• Resolve escalations with clarity, empathy, and decisiveness; manage client expectations and act as the steady hand when complex issues arise
• Maintain a high client happiness rating across your portfolio and serve as a trusted advisor to the principals, GPs, and fund managers you work with
• Manage the team that supports your book—including managers, seniors, and staff—setting clear expectations, balancing workloads, and ensuring deadlines are met without compromising quality
• Provide direct mentorship, performance coaching, and technical training; serve as the career advisor for several team members
• Conduct meaningful reviews of work products with clear, constructive feedback that elevates the technical skill of the team
• Build a collaborative, inclusive team environment that mirrors the firm's people-first values and encourages curiosity, ownership, and continuous learning
• Plan, organize, and coordinate engagements within your book to meet all internal and external deadlines
• Partner with firm leadership on workflow design, technology adoption, and process improvement; champion automation and standardization across your team
• Maintain healthy engagement economics (scope, realization, billing) without sacrificing client service or team well-being
• Client retention and net revenue growth within your book
• Quality and timeliness of technical reviews and deliverables
• Development, performance, and retention of team members under your leadership
• Implementation of firm improvements (number, type, impact)
• Delivering on your promises with clients and your team

Requirements

• Clean background with no noise or distractions throughout the standard workday (8:00 a.m. - 5:00 p.m. your local U.S. time)
• Business casual attire for client interactions
• We provide a laptop and annual $500 tech reimbursement for computer/tech accessories

Qualifications

• Bachelor's degree in accounting from an accredited college or university
• CPA certification
• Minimum of 7 years of relevant professional experience, with significant time spent in partnership taxation in public accounting or a comparable setting
• Demonstrated expertise in real estate partnership taxation, including 1031 exchanges, IRC §704(b)/(c) allocations, basis adjustments, tiered structures, and capital account maintenance
• Direct experience serving real estate clients such as syndicates, Tenants-in-Common, and joint ventures, real estate funds, and/or operating and development companies
• Proven experience leading client relationships and managing teams of tax professionals
• Experience with multi-state tax returns
• Master's degree in Taxation or Accountancy
• Prior experience reviewing complex real estate partnership returns at a sign-off level
• Familiarity with modern tax technology, automation, and research tools
• Personal experience as a real estate investor