Senior Tax Manager 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 Senior Tax Manager at Hall CPA, you are responsible for delivering high quality advisory and tax returns, the happiness of the client, and the development of 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 $160,000
Areas of Responsibility
- Mentor and develop members of your team, improving technical skills and work quality
- Provide advisory services to clients and maintain strong client relationships by managing their expectations, being responsive to their communications/emails
- Conduct final technical reviews of tax returns and documents for individuals, partnerships, s-corporations, trusts, and corporations, including signing tax returns
- Research complex tax issues and provide recommendations for resolution
- Stay up to date on changes in tax laws and procedures
- Lead the planning, organization, and coordination of client engagements to meet all deadlines
- Identify areas to improve company processes and remove barriers to efficiency, enhancing client and employee experience
- Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.
Measures for Success
- Happiness rating of clients
- Implementation of firm improvements (number, type, impact)
- Employee development, engagement, and satisfaction rating
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 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 certification
- Experience with real estate tax matters and multi-state tax returns
- Minimum of 7 years of relevant professional experience