Remote Project Coordinator - Real Estate Cost Segregation

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

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.