Hall CPA PLLC

Account Manager

• Conduct final reviews of complex partnership, syndication, and multi-state returns
• Sign tax returns and deliver them to clients
• Provide recap videos or phone calls explaining returns and key tax positions
• Serve as subject matter expert in partnership taxation and complex real estate structures
• Manage primary client relationships and proactively manage expectations
• Lead resolution of tax notices and audits
• Recommend additional firm services such as bookkeeping and tax advisory
• Coach and train preparers and senior accountants
• Conduct monthly goal check-ins and remove blockers
• Set performance targets and monitor deadlines, revenue targets, and quality standards
• Collaborate with Senior Managers and firm leadership on process improvement, tax technology automation, and efficiency initiatives
• Participate in teamwide initiatives involving process improvement, cross-team communication, and enhanced client service
• Provide strategic guidance and coaching across staff levels
• Develop future leaders and foster accountability and high-performing teams

Explore Tax Manager – Partnerships and Syndications at Hall CPA PLLC. Review requirements and application details.

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Tax Manager – Partnerships and Syndications