Tax Manager - Real Estate Tax Technical Reviewer

About the role

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

• Conduct final technical reviews of tax returns and documents for individuals, partnerships, S-corporations, trusts, and corporations, and sign tax returns
• Provide tax return debriefs to clients, walking them through technical areas of the return
• Research complex tax issues and provide recommendations for resolution
• Review and facilitate tax resolution with federal and state tax authorities
• Stay updated on changes in tax laws and procedures
• Assist in team development of technical skills and work quality, providing mentorship and training
• Responsible for maintaining strong client relationships by managing their expectations, being responsive to their communications/emails
• Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory, etc.

Qualifications

• Timeliness and accuracy of deliverables and workpapers
• Happiness rating of tax preparation clients
• Delivering on your promises with clients
• 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
• 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 in relentless pursuit of changing 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

Skills

• Bachelor's degree in accounting from an accredited college or university
• CPA or EA certification
• Experience with real estate tax matters and multi-state tax returns

Pay

Annual salary for this role starts at $120,000. This role is eligible for annual bonuses.

Schedule

Flexible schedule to accommodate remote work across the United States.