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Hall CPA PLLC

Tax Supervisor

Hall CPA PLLC, Raleigh, North Carolina, United States, 27601

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Tax Supervisor Role 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 ourselves. 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 Tax Supervisor at Hall CPA, you are responsible for delivering high‑quality tax returns, ensuring client satisfaction, and mentoring and developing members of your team. We are looking for someone with experience managing clients who can elevate everyone around them.

Team members who thrive at our firm have great time‑management skills, are self‑starters, adaptable, take pride in their work, and work well in an autonomous environment.

Annual Salary Range: $105,000–$115,000

Areas of Responsibility

Conduct final technical reviews of tax returns and documents for individuals, partnerships, S‑corporations, trusts, and corporations, including signing tax returns

Provide tax‑return debriefs to clients and maintain ongoing relationships

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

Maintain strong client relationships by managing their expectations and promptly responding to communications/emails

Recommend additional firm services to benefit the client (e.g., bookkeeping services, tax advisory)

Measures for Success

Timeliness and accuracy of deliverables and work papers

Happiness rating of tax‑preparation clients

Consistently delivering on promises with clients

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

You're a Good Fit For Our Culture

Friendly with a sense of humor, enjoys helping and teaching others, and speaks kindly of others

Disciplined and thrives in a fast‑paced environment that relentlessly pursues changing the accounting industry

Has exceptional time‑management and supervisory skills

Possesses excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance

Takes ownership of work, clients, and team members and drives projects to the finish line

Loves working with and speaking to clients, delivering results and improving their lives

Required Education And Experience

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

Minimum of 5 years of relevant professional experience

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