Senior Tax Advisor - Remote

Overview

We are 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.

In Short

• 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.
• Coordinate 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 expansion of firm technical knowledge through research and collaboration with internal teams.
• Work in a clean and distraction-free environment, using video for client interactions.

Requirements

• 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.

Benefits

• Unlimited vacation and sick days.
• Autonomous work environment.
• Engaging and ongoing training.
• Health insurance and 401(k) matching.
• Annual $500 tech reimbursement for computer/tech accessories.