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.
As a Senior Advisor at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Senior Advisors will also provide technical input on tax and accounting issues, research tax solutions, provide training to less experienced staff, and nurture client relationships.
The most important characteristic of our Advisory team is that we deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide them with practical steps to implement our recommended strategies or positions (or minimize their tax liability). This can include delivering complex information in a manner which the client can absorb and apply practically. Our job is to build strong foundations of trust by delivering when we say we will, and doing so in a clear and concise manner.
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. We measure our success in accuracy, clarity, and ability to lead projects to success. Having a passion for and/or experience with tax planning and/or real estate investing is a strong plus.
Annual Salary + Bonus: $90,000 - $140,000
Serve as the primary client contact, ensuring their best interests are representedCreate and deliver tailored tax plans to clients, and update those plans periodicallyMaintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactivelyResearch complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolutionCoordinate client's tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implementedRemain updated on changes in tax laws and procedures Achieve an average of 9/10 on your Net Promoter Score surveysDelivering on your promises with clients and maintaining strong client relationshipsParticipation in expansion of firm technical knowledge through research and collaboration with internal teams Clean background with no noise or distractionsBusiness casual attire for client interactionsAlways use video (80% of communication is non-verbal)We provide a laptop and annual $500 tech reimbursement for computer/tech accessories You're friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of othersYou're disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industryYou have exceptional time management and an internal drive to succeedYou possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performanceYou take ownership of your work and clients, and drive projects to the finish lineYou love working with and speaking to clients, delivering results and improving their lives CPA CertificationBachelor's or Master's in Accounting or Tax from an accredited college or universityMinimum of 3 years of real estate and small business tax compliance and/or planning experience.Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on-time.Experience performing tax projections and estimates using professional tax planning software (e.g. BNA Tax Planner, CCH Prosystem fx Planning, etc).Effective written and oral communication skills and strong interpersonal skills.