Hall CPA LLC

The role focuses on providing tax planning and advisory services for real estate investors and fund managers. Responsibilities include conducting client meetings via Zoom, researching complex tax issues, and coordinating with the tax preparation team.

Lead technical tax strategy and relationship management for a multi-million dollar portfolio of complex real estate partnership clients. Manage and mentor a team of tax professionals while driving client retention and identifying opportunities for service expansion.

Perform final technical reviews and sign tax returns for individuals, partnerships, S-corporations, trusts, and corporations. Provide technical feedback, mentorship to staff, and manage strong client relationships.

Responsible for conducting final technical reviews of tax returns for various entities and maintaining strong client relationships. The role also involves mentoring team members and researching complex tax issues to provide resolution recommendations.

The Senior Tax Associate will conduct technical reviews of individual, partnership, and S-Corporation tax returns while providing technical guidance and mentoring to staff. They will also manage client relationships, research complex tax issues, and ensure the accuracy and timeliness of all tax deliverables.

The associate will primarily focus on tax planning and advisory services for real estate investors and small business owners, providing technical input and researching solutions. This role involves frequent direct client communication to deliver complex information clearly and ensure practical implementation of recommended tax strategies.