Senior Real Estate Tax Advisor
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Job Description
Real Estate Tax Advisor at a virtual CPA firm focusing on tax planning for real estate investors. Engaging with clients via Zoom and providing tailored tax solutions and support.
Responsibilities:
- Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
- Create and deliver tailored tax plans to clients, and update those plans periodically
- Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
- Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
- Coordinate the client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
- Remain updated on changes in tax laws and procedures
Requirements:
- 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
- Experience with partnership syndications, including knowledge of waterfall allocations and operating agreements (Preferred)
Benefits:
- Unlimited vacation and sick days
- Health insurance
- 401(k) matching
- Ongoing, engaging training
- Clean background with no noise or distractions
- Laptop provided
- $500 annual tech reimbursement for computer/tech accessories
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