Hall CPA PLLC (The Real Estate CPA) is looking for a Tax Manager. Geographic location is not an issue as our team is 100% virtual (we’re only looking for U.S. based hires). Our Firm provides real estate investors, syndicates, and funds with tax, accounting, and business consulting services.
As manager of a team of tax accountants at Hall CPA, you are responsible for the quality of the returns, the happiness of the client, and the economics (revenue & margin) produced by your team. We are looking for someone who has experience in managing clients and people who can elevate everyone on the team.
Team members who thrive at our firm have great time management skills, are self-starters and adaptable, and take ownership of their work and clients.
Areas of responsibility
Mentor and develop your staff
Consult with clients and, when needed, resolve their issues
Improve company processes and remove barriers to efficiency
Manage and report on team economics (revenue & margin)
Review tax returns (issues-based and final reviews)
Maintain team throughput and quality:
Conduct regular audits to know the status of your team
Mentor and train your staff to help them better meet targets
Maintain updated reporting on project status and capacity forecasts
Know the flexing capacity of your team and communicate when additional support is required
Maintain a clear client communication plan for tax changes and run tests to verify adherence to new tax
Work with sales to successfully onboard new and renewing clients
Use early work audits or tests to verify adherence to new tax laws
Maintains compliance with regulations by forwarding required information to federal, state, and local authorities, according to company guidelines
Develop and revise procedures to streamline the tax preparation process including workpapers supporting the tax return
Maintain Client satisfaction:
Responsible for maintaining strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)
Have guidelines to identify situations for specific communication needs
Work with team members to have a communication plan for clients who need it
Provide guidelines for team members to identify areas where the client can save money on their tax returns
Send and review client satisfaction surveys. Identify and execute on areas of improvement.
Recommend other “products” to the benefit of the client. For example, bookkeeping services, tax planning etc.
Work with clients to resolve complaints or quality issues.
Identify opportunities to improve the company
Identify new “products” for the company. Any process with a defined result that benefits the client becomes a product when you give it a name.
Identify opportunities to improve the information handoffs and collaboration
Identify barriers and waste in our processes and work to remove them
Identify technology that will help get the job done better
Team economics (revenue and profit and mix between compliance and advisory work)
Happiness rating of clients
Implementation of firm improvements (number, type, impact)
Employee development, engagement, and satisfaction rating
Expectations for remote work
No noise in the background
Business casual attire for client interactions
Always use video (80% of communication is non-verbal)
Laptop and $250 tech reimbursement for computer/tech accessories provided
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 humbly confident and assume good intentions of others
You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
You take ownership of your work and your 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:
Bachelor's degree in accounting from an accredited college or university
Experience with real estate tax matters and multi-state tax returns
5 to 10 years of relevant professional experience
Job Type: Full-time
Pay: $95,000.00 - $110,000.00 per year Benefits: health, 401(k), travel, technology, peer-to-peer spot bonuses
Before you apply, please check if any restrictions apply in terms of time zone or country.
This job has a geo-restriction in place: USA Only.