Tax Advisor/CPA Real Estate+Small Business (Remote)

The CPA Dude is a fast growing tax firm who is looking for an Lead Advisor who is proactive, super organized, flexible, and can adapt to whatever is thrown at them. This role will support the Tax Advisors through various ad hoc tasks. Speedy responses, follow ups, and the ability to learn is key to this role.

As a Senior Tax Advisor at our firm, you will primarily be involved in tax planning and advisory services for small business owners and real estate investors. Senior Advisors provide technical input on tax and accounting issues, research tax solutions, provide training to less experienced staff, and nurture client relationships. This role is largely client facing and advisors communicate directly with clients via email, Google hang outs, loom, or phone on a frequent basis.

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.

We are a 100% virtual CPA firm, with our team located across 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 and often owns investment properties themselves.

We may have a fun and casual firm name; however, most of our clients are complex and have well beyond a W2. The company’s Mission is to be the ultimate tax advisor and partner to our client. If the issue is tax - they come to us and we help. We build relationships that last a lifetime.

REPORTS TO - Eldar Soul, COO

LOCATION - Fully Remote!

BENEFITS

• PTO - Starting 15 vacation days and Personal
• 5 Sick days 10 Holidays
• Health Insurance for Individual
• No BS corporate culture - we're modern, laid back, and straight to the point
• Professional development opportunities and continuous learning
• Collaborative team culture with awesome co-workers
• Opportunity to grow with a fast-expanding firm
• Digital-first approach with cutting-edge tax technology
• Work alongside tax professionals focused on innovative tax strategies
• Entrepreneurial environment that rewards initiative and fresh ideas

Salary - $130k base pay; Negotiable more or less on experience
- This is a retention based role - the more clients you retain the more you will earn

Additionally note there is a 90 day probationary period.

AVAILABILITY

8-6 PM for any US time zone (preference for PST but flexible), must be flexible and able to work additional hours on weeknights and weekends. In addition, there will be peak busy season hours.

CORE VALUES

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

• Communication
• • Respond to others how you would want to be responded to. You wouldn’t want to wait a day for a response, nor do others. Having kind candor and giving the not so great news is expected and needed. Using your voice is important and we want you to voice your opinion.
  • We use Slack – it is the go to for any communications
  • We value over-communication (more context the better)
  • We value speed in communication (be prompt in responding or provide context as to why you may be slow to respond)
  • Weekly Team & Client Meetings
• Ownership
• • Deadlines are always met and you are able to own all your relationships internally and externally. Your work product is something you and the client are proud of. If a client had to rate your service on a scale of 1-10, would they give you a 10?
• Work smarter not harder
• • We are growing fast and in order to achieve our mission, this role will require a lot of hard work until we build into a greater balance. However we are looking for an addition who can get us there and by working smarter by leveraging better technology, process, and out of the box thinking.

SOFTWARE WE USE

• Proconnect for tax return preparation
• Quickbook for bookkeeping
• Tax Dome for client management and Messaging
• G-suite for all other items (we do not use any Microsoft products)
• Must be comfortable with AI softwares

Experience with the above software is not required; however, the ability to learn them is required. Training will be provided for your support.

REQUIREMENTS AND RESULTS

Required Education and Experience:

• Bachelor's degree in accounting from an accredited college or university (Master's preferred)

• CPA or EA; Those without licensure must have 5 years between Big 4/Mid Firm in Taxes.

• Minimum of 5 years of relevant professional experience, with 2 years experience as a Senior Tax Associate, or similar role, recommended

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.

US Based CPA Firm