Senior Accountant - Controller & CFO Services

Hall CPA PLLC; United States; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Unlimited vacation & sick days

Autonomous work environment

Ongoing training

Health insurance

401(k) matching

Tech reimbursement $500/year

Job summary

Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Monthly Accounting team is where client relationships live long-term.

You will own a portfolio of ongoing client relationships and lead a team of preparers and reviewers who handle the day-to-day bookkeeping, supported by AI and automation. You will own the client relationships, deliver accurate monthly financials, and help clients make business decisions through projections and cash flow forecasting.

Qualifications

• Bachelor’s degree in accounting.
• 5+ years of accounting experience in a client-facing role, with prior controller, CFO, or public accounting experience preferred.
• Experience supervising or reviewing the work of other accountants.
• Strong knowledge of entity structures (LLCs, partnerships, S corps) affecting financial reporting.
• Experience with budgeting, forecasting, cash flow analysis, and equity structures.

Responsibilities

• Own the accounting relationship for clients, including weekly check-in calls.
• Provide white-glove service with fast response times and frequent touchpoints.
• Deliver accurate monthly financials prepared by your team or via AI-assisted workflows.
• Help clients make business decisions through projections, ROI analysis, and cash flow forecasting.
• Lead large onboardings, setups, and cleanups for Controller and CFO services.
• Lead and develop preparers and reviewers, including offshore team members.

Skills

Client-facing

Team leadership

Financial analysis

Budgeting & forecasting

Cash flow analysis

Strategic planning

Education

Bachelor's degree in accounting

Tools

QuickBooks Online

Property management software

Cash flow portals

Job description

Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Monthly Accounting team is where client relationships live long-term. We act as the outsourced controller or CFO for clients ranging from individual investors to complex, multi-entity portfolios. Most are in real estate, with a handful in other industries, so you get cross-industry exposure.
You will own a portfolio of ongoing client relationships and lead a team of preparers and reviewers who handle the day-to-day bookkeeping, supported by AI and automation. You will be the accounting partner clients rely on for real business decisions, with variety, ownership, and room to shape how clients run.

Areas of Responsibility

• Own the accounting relationship for your clients, including weekly check-in calls that cover what is happening in their portfolio, how it affects their financials, and what happens next

• Provide white-glove service with fast response times, closely managed accounts, and frequent touchpoints

• Deliver accurate monthly financials prepared by your team or through AI-assisted workflows, reviewed for quality before they reach the client

• Help clients make business decisions through projections, ROI analysis, and cash flow forecasting, translating the numbers into insight they can act on

• Proactively bring clients ideas to streamline, grow, and improve their processes and systems before they ask

• Lead large onboardings, setups, and cleanups for clients moving into our Controller and CFO services, including the transition from a prior accountant or system

• Take on customized engagements built around a client’s current business need, using research, critical thinking, and planning to chart a path forward

• Lead and develop preparers and reviewers, including offshore team members, with clear deadlines, direction, and feedback

  Required Education and Experience

• Bachelor’s degree in accounting

• 5+ years of accounting experience in a client-facing role, with prior controller, CFO, or public accounting experience in a similar role preferred

• Experience supervising or reviewing the work of other accountants

• Strong software experience in QuickBooks Online, property management software, and cash flow portals preferred

• Strong technical accounting knowledge, including how entity structures (LLCs, partnerships, S corps) affect financial reporting

• Experience with budgeting, forecasting, cash flow analysis, and equity structures, including waterfall and distribution calculations.

  Measures for Success

• Client NPS averaging 9/10 or greater

• Long-term client retention

• On-time, accurate monthly financials, with less than 5% unsatisfactory in internal quality reviews

• Team capacity and deadlines managed without last-minute escalations

• Improvement or growth opportunities identified and delivered for clients

  Remote Work

• Video always on and business casual for client calls from a quiet, professional space

• Laptop provided, plus a $500 annual tech reimbursement

  You’re a Good Fit If

• You’re friendly, have a sense of humor, and enjoy helping and teaching others

• You take ownership of your work, clients, and team and solve problems before they escalated

• You thrive in a fast-paced environment and love building client relationships

  About Hall CPA

  We are on a mission to change the accounting industry by building the premier people-first firm. We use the best technology and automation available and offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching.