Tax Manager - Partnership/Private Equity 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 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 Tax Manager at Hall CPA, you are responsible for delivering high quality advisory and tax returns, the happiness of the client, and mentoring and developing members on your team. We are looking for someone who has experience in managing clients and people, and 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.
Salary: Starting at $115,000
Bonus: Starting at $11,500
Areas of Responsibility
- Conduct final technical reviews of tax returns and documents for partnerships and high net worth individuals
- Consult on transactions, partner economics, tax distributions, and other events throughout the partnership lifecycle
- Evaluate the tax aspects of partnership agreements and ensure the client maintains compliance with Internal Revenue Code (IRC) 704b accounts
- Research complex tax issues and provide recommendations for resolution
- Stay updated on changes in tax laws and procedures
- Assist in the planning, organization, and coordination of client engagements to meet all deadlines
- Serve as the primary client contact, ensuring their best interests are represented
- 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.
- Consult with clients and, when needed, resolve their complaints
Measures for Success
- Happiness rating of tax preparation and advisory clients
- Implementation of firm improvements (number, type, impact)
- 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 annual $500 tech reimbursement for computer/tech accessories
You’re a Good Fit For Our Culture If:
- 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
- You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
Required Education and Experience:
- Bachelor's degree in accounting from an accredited college or university
- CPA certification
- Experience with real estate tax matters, partnership taxation, and multi-state tax returns
- Minimum of 5 years of relevant professional experience