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Role Description

As a Real Estate Tax Advisor at our firm, you will primarily focus on tax planning and advisory services for real estate investors and small business owners.

• Spend 50% of your time in direct client meetings via Zoom.
• Provide technical input on tax and accounting issues.
• Research tax solutions.
• Train less-experienced staff.
• Nurture client relationships.

The most important characteristic of our Advisory team is our ability to deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide practical steps to implement our recommended strategies or positions (or to minimize their tax liability).

• Deliver complex information in a way the client can absorb and apply in practice.
• Build strong foundations of trust by delivering on our commitments, clearly and concisely.

Qualifications

• CPA or EA Certification (CPA Preferred)
• Bachelor's or Master's in Accounting or Tax from an accredited college or university
• Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience.
• Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time.
• Experience performing tax projections and estimates using professional tax planning software (e.g., BNA Tax Planner, CCH Prosystem fx Planning, etc.).
• Effective written and oral communication skills and strong interpersonal skills.

Requirements

• Strong time-management skills.
• Self-starter and adaptable.
• Take pride in their work and thrive in an autonomous environment.
• Passion for/or experience with tax planning and/or real estate investing is a strong plus.

Benefits

• Annual Salary + Bonus Starting at: $110,000
• Unlimited vacation and sick days.
• Health insurance and 401(k) matching.
• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories.

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).

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 an internal drive to succeed.
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance.
• You take ownership of your work and clients, and drive projects to the finish line.
• You love working with and speaking to clients, delivering results, and improving their lives.