Technical Tax Manager

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.

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, offering unlimited vacation and sick days, fostering an autonomous work environment, providing ongoing training, and offering health insurance and 401(k) matching.

As a Technical Tax Manager at Hall CPA, you are responsible for delivering high-quality tax returns, ensuring client satisfaction, and mentoring and developing your team. We are looking for someone who has experience in managing clients and can elevate everyone around them.

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

Annual Salary + Bonus Starting at: $110,000

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
• 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.

Measures for Success

• Timeliness and accuracy of deliverables and workpapers
• Happiness rating of tax preparation clients
• Delivering on your 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 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 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

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