Tax Associate

Hall CPA LLC; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

A leading virtual CPA firm is seeking a Tax Associate to kickstart their career in tax. You will prepare tax returns, analyze transactions, and provide exceptional service to real estate investors. The ideal candidate will have a degree in Accounting/Tax and excellent time management skills. This role offers an autonomous work environment with unlimited vacation and a focus on professional growth.

Benefits

Unlimited vacation

Health insurance

401(k) matching

Qualifications

• Bachelor's or Master's degree in Accounting/Tax required.
• Internship experience in tax or accounting is a plus but not required.

Responsibilities

• Prepare federal and state tax returns and supporting documents.
• Work directly with clients to gather data and resolve questions.
• Consult with peers and supervisors for effective communication.
• Adhere to professional ethics of the firm and AICPA.
• Prepare documents to resolve client notices.
• Support special projects including client proposals and training materials.
• Attend relevant CPE for skill development.

Skills

Time management skills

Self-starter

Adaptability

Attention to detail

Education

Bachelor's or Master's degree in Accounting/Tax

Job description

Kickstart your career in tax with us! As a Tax Associate, you'll be hands-on with real estate investors across the country, preparing tax returns, analyzing complex transactions, and solving problems that matter to clients building their wealth. With clients in all 50 states, across a myriad of real estate niches, you'll gain exposure to complex tax strategies, multi-state filings, partnership structures, and diverse transactions that will accelerate your technical growth.

We are a 100% virtual CPA firm with our team located all over 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, often owning investment properties themselves.

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 using the best technology and automation on the market, providing unlimited vacation and sick days, creating an autonomous work environment, holding engaging and ongoing training, and offering health insurance and 401(k) matching.

Team members who thrive at our firm have great time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment.

Required Education and Experience:

• Bachelor's or Master's degree in Accounting/Tax
• Internship experience in tax or accounting is a plus, but not required

Areas of Responsibility

• Prepare federal and state tax returns and supporting documents, ensuring completeness and accuracy to help clients maximize their opportunities and stay compliant
• Work directly with clients to gather data, resolve questions, and provide a best in class service
• Consult with peers and supervisors, being responsive to their communications (same-day response time)
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
• Prepare documents and response letters to resolve client notices
• Support special projects throughout the year including, but not limited to, client proposals, firmwide planning, and training materials
• Attend relevant CPE to develop and enhance technical and process-related skills