Tax Advisor / CPA - Real Estate

Areas of Responsibility

• Serve as the primary client contact, ensuring their best interests are represented by maintaining strong relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
• Create and deliver tailored tax plans to clients, and update those plans periodically
• Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
• Coordinate client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure a seamless transition for clients and proposed strategies are implemented
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
• Seen as a subject matter expert in real estate taxation with a deep understanding of real estate concepts and transactions, taxation regulations and strategies, and general accounting knowledge, as well as remain up to date on changes in tax laws and procedures through CPE
• Assist in various projects throughout the year designed to enhance client/employee experience including, but not limited to, client proposals, process improvements, efficiency and effectiveness committees, and development and delivery of training materials
• Complete administrative tasks applicable to the role such as maintaining accurate and up to date project information within our project management system, taking and appropriately storing adequate client notes, and adhering to project processes
• Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.

Measures for Success

Expectations for remote work

You’re a Good Fit For Our Culture If

Required Education and Experience