Project Coordinator - Cost Segregation / Real Estate

Hall CPA PLLC; United States; Remote; USD 52,000 - 62,000; Full time

Benefits offered by this job

Annual tech reimbursement

Job summary

Hall CPA PLLC is a 100% virtual CPA firm serving real estate investors across the United States. We seek a proactive Project Coordinator for our growing cost segregation practice to manage the project pipeline from intake to delivery, resolve bottlenecks, and develop scalable workflows that support firm growth.

You will own client engagement, coordinate scheduling, maintain data integrity in CRM and project tools, and communicate clearly with clients and teammates using video.

Qualifications

• 2+ years of experience in project coordination, client service, or operations within a professional services environment.
• Strong written and verbal communication skills with high attention to detail and discretion with financial data.
• Proficiency with Google Workspace and aptitude for mastering workflow and CRM tools quickly.
• Preferred: Background in real estate, title, or accounting firms; hands-on experience with ClickUp, HubSpot, or AI-driven productivity tools.

Responsibilities

• Serve as the primary point of contact for clients, proactively preparing proposals, coordinating documentation, and delivering clear status updates.
• Own the project lifecycle from signed agreement to final delivery, prioritizing incoming work and ensuring schedules are maintained.
• Coordinate property inspections with clients and field team members, tracking milestones for a seamless handoff to billing.
• Develop and refine SOPs, templates, and checklists to eliminate bottlenecks and support practice growth.
• Maintain real-time accuracy across CRM and project management tools while safeguarding confidential client information.

Skills

Project coordination

Client service

Operations

Google Workspace

CRM tools

Tools

ClickUp

HubSpot

AI-driven productivity tools

Job description

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 equipping our team with cutting-edge technology and automation, offering flexible unlimited time off, fostering a high-trust, results-driven culture rooted in ownership, and investing continuously in your professional growth.

Role Summary: As the Project Coordinator for our growing cost segregation practice, you will be instrumental in managing the project pipeline from initial intake through final delivery. You will take ownership of coordinating projects, identifying and resolving bottlenecks, and developing structured workflows that empower our team to scale effectively.

Annual Salary: $52,000- $62,000 a year, based on experience

Areas of Responsibility

• Client Engagement & Communication: Serve as the primary point of contact for clients, proactively preparing proposals, coordinating documentation, and delivering clear status updates.

• Pipeline & Project Coordination: Own the project lifecycle from signed agreement to final delivery, prioritizing incoming work and ensuring schedules are maintained.

• Logistics & Scheduling: Coordinate property inspections with clients and field team members, tracking milestones for a seamless handoff to billing.

• Process & Workflow Optimization: Develop and refine SOPs, templates, and checklists to eliminate bottlenecks and support practice growth.

• Operations & Data Integrity: Maintain real-time accuracy across CRM and project management tools while safeguarding confidential client information.

What You’ll Achieve

• Drive the timeliness and velocity of projects progressing from intake to final delivery.

• Maintain flawless accuracy and completeness of project records and milestones in operational systems.

• Achieve top-tier client satisfaction ratings and positive stakeholder feedback on communication quality.

Life at Hall CPA & What You Bring

• Autonomous & Driven: You thrive in a fast-paced environment, taking full ownership of your deliverables without needing reminders.

• Clear & Proactive Communication: You possess excellent communication skills, breaking down barriers to solve problems, and you always use video for client and internal interactions (80% of communication is non-verbal).

• Collaborative Spirit: You are friendly, enjoy teaching and helping others, and speak kindly of your colleagues.

• Professional Remote Setup: You maintain a clean background with no noise or distractions and wear business casual attire for client interactions.

• Tech-Enabled Workflow: We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories to ensure you have the tools needed to succeed.

Required Education and Experience

• 2+ years of experience in project coordination, client service, or operations within a professional services environment.

• Strong written and verbal communication skills with high attention to detail and discretion with financial data.

• Demonstrated proficiency with Google Workspace and aptitude for mastering workflow and CRM tools quickly.

• Preferred: Background in real estate, title, or accounting firms; hands-on experience with ClickUp, HubSpot, or AI-driven productivity tools.

Who We Are

We are a 100% virtual CPA firm, with our team located across 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 and often owns investment properties themselves.