Senior Tax Advisor

Hall CPA PLLC

. Serve as the primary client contact and maintain strong client relationships .

Posted 11/12/2026full-timeRemote • United StatesSenior💰 $109,000 - $133,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in real estate taxation and complex tax issue resolution while maintaining strong client relationships and ensuring compliance with tax regulations. Proficient in delivering tailored tax plans and managing client communications effectively.

Highest-signal resume keywords

CPA CertificationReal Estate Taxation ExpertiseTax Planning and Strategy DevelopmentClient Relationship ManagementTime Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax ResearchTax Regulations KnowledgeAccounting PrinciplesCPE Compliance

Soft Skills

Excellent Communication SkillsStrong Listening SkillsAdaptabilitySupervisory Skills

Tools & Technologies

ZoomLoomEmail Communication

Certifications & Qualifications

CPA LicenseEA Certification

Industry Keywords

Internal Revenue CodeClient SatisfactionTax StrategiesProfessional EthicsClient Confidentiality

About the role

Key responsibilities & impact

Serve as the primary client contact and maintain strong client relationships
Manage client expectations, respond to communications, and proactively reach out
Create and deliver tailored tax plans and update them periodically
Research complex tax issues using the Internal Revenue Code and supporting sources
Provide recommendations for resolving tax issues
Coordinate clients’ tax preparation needs with the tax preparation team
Assist with client communication during tax season
Ensure proposed tax strategies are implemented
Adhere to firm and AICPA professional ethics and client confidentiality policies
Act as a subject matter expert in real estate taxation
Participate in projects including client proposals, process improvements, committees, and training materials
Maintain project information, client notes, and project processes
Recommend additional firm services benefiting clients
Meet client satisfaction, timeliness, production, technical development, and advisory retention goals
Communicate with clients via email, Zoom, Loom, and phone

Requirements

What you’ll need

Bachelor's degree in accounting from an accredited college or university
CPA or EA certification required
Minimum of 5 years of relevant professional experience
2 years of experience as a Senior Tax Associate, or similar role, recommended
Deep understanding of real estate concepts and transactions
Knowledge of taxation regulations and strategies
General accounting knowledge
Keep up to date on changes in tax laws and procedures through CPE
Excellent time management and supervisory skills
Excellent communication and listening skills
Strong client relationship skills
Ability to work autonomously and adapt in a fast-paced environment
Must be authorized to work in the United States
Must live and work from a U.S. location
Active CPA or EA license

Benefits

Comp & perks

Unlimited vacation and sick days
Ongoing training
Health insurance
401(k) matching
Autonomous work environment
Laptop provided
Annual $500 tech reimbursement for computer/tech accessories
100% virtual work environment
Bonus offered