Hall CPA PLLC
Senior Tax Advisor Job Description
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.
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. We are innovators of tax services and firm culture with work‑life integration. We accomplish this by using the best technology and automation on the market, providing unlimited vacation and sick days, creating an autonomous work environment, holding engaging and ongoing training, and offering health insurance and 401(k) matching.
As a Senior Advisor at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Generally Senior Advisors will spend 50% of their time directly with clients via Zoom. Senior Advisors will also provide technical input on tax and accounting issues, research tax solutions, provide training to less experienced staff, and nurture client relationships.
Areas of Responsibility
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
Measures for Success
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
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 annual $500 tech reimbursement for computer/tech accessories
You're a Good Fit For Our Culture If
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 an internal drive to succeed
You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
You take ownership of your work and clients, and drive projects to the finish line
You love working with and speaking to clients, delivering results and improving their lives
Required Education And Experience
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
Compensation and Benefits Annual Salary + Bonus: $115,000 - $155,000
We provide unlimited vacation and sick days, health insurance, 401(k) matching, and an autonomous work environment.
Seniority Level Associate
Employment Type Full‑time
Job Function Accounting/Auditing and Finance
Industry Accounting
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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. We are innovators of tax services and firm culture with work‑life integration. We accomplish this by using the best technology and automation on the market, providing unlimited vacation and sick days, creating an autonomous work environment, holding engaging and ongoing training, and offering health insurance and 401(k) matching.
As a Senior Advisor at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Generally Senior Advisors will spend 50% of their time directly with clients via Zoom. Senior Advisors will also provide technical input on tax and accounting issues, research tax solutions, provide training to less experienced staff, and nurture client relationships.
Areas of Responsibility
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
Measures for Success
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
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 annual $500 tech reimbursement for computer/tech accessories
You're a Good Fit For Our Culture If
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 an internal drive to succeed
You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
You take ownership of your work and clients, and drive projects to the finish line
You love working with and speaking to clients, delivering results and improving their lives
Required Education And Experience
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
Compensation and Benefits Annual Salary + Bonus: $115,000 - $155,000
We provide unlimited vacation and sick days, health insurance, 401(k) matching, and an autonomous work environment.
Seniority Level Associate
Employment Type Full‑time
Job Function Accounting/Auditing and Finance
Industry Accounting
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