Tax Manager - Real Estate Partnerships / Private Equity

Tax Manager – Partnerships / Real Estate

Hall CPA is 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. We are committed to your growth - with a defined job leveling framework, a structured mentorship program, and clear pathways from Associate to leadership roles, high performers at Hall CPA have the tools, visibility, and support to advance.

Tax Managers are responsible for the success, retention, and satisfaction of their team and clients by empowering and upskilling staff, overseeing tax compliance services, and developing strong, lasting client relationships. As a Tax Manager, you will build and maintain client relationships through retention strategies and exceptional service delivery. Tax Managers are responsible for overseeing tax compliance services, which may include reviewing and delivering multi-state Individual, Partnership, and S-Corporation tax returns (among other types of returns) as well as the corresponding workpapers that support those tax returns.

Beyond compliance, Managers drive team execution by setting clear goals, holding staff accountable to deadlines, quality, and revenue metrics, and fostering a culture of ownership and continuous improvement. Tax Managers also identify process and efficiency opportunities, implement solutions within their teams, and collaborate with Senior Managers and firm leadership to enhance client service and team performance. In addition, you will participate in and assist teamwide initiatives to drive process improvements, cross-team communication through collaboration, and enhanced client service.

As a team leader, you will provide strategic guidance and coaching across all staff levels to ensure goals, objectives, and processes are clearly communicated, understood, and consistently executed. You will also focus on developing future leaders, fostering accountability, and creating high-performing teams that deliver best-in-class service to both clients and colleagues.

Total Compensation Range: $117,000 - $160,000

Areas of Responsibility

• Conduct final reviews of tax returns, sign tax returns and deliver to clients, and provide a brief recap video or phone call to walk the client through the return, highlighting areas of significance
• Provide best in class service to clients, serving as the primary client relationship manager, and maintaining strong client relationships by managing their expectations, being responsive to their communications/emails, and providing high quality deliverables
• Set clear performance targets, monitor progress, and conduct regular check-ins, driving a culture of accountability and holding team members accountable to deadlines, revenue, and quality metrics
• Conduct regular coaching and training sessions, as well as monthly goal check-ins, to remove blockers, foster accountability, encourage professional growth, and drive best in class client service
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
• Ensure the firm's goals, objectives, and processes are clearly communicated, understood and executed consistently by each team member.
• Seen as a subject matter expert in multi-state and real estate taxation; lead technical research and advise on complex transactions
• Oversee resolution of client notices and audits, facilitating communication with the client, state or federal agency, and any staff involved
• Lead or contribute to firm initiatives including proposals, training development (CPE), and efficiency/innovation committees
• Consult with Senior Managers and staff related to engagement concerns and issues, and assist in resolving client engagement issues
• Stay updated on tax law changes and mentor team members to elevate technical skills, service quality, and collaboration
• Consult with peers, supervisors, and clients - being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable)
• Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.

Measures for Success

• Client Retention & Cross-Selling: Retention rates
• Timeliness of Deliverables: Team meets internal deliverable deadlines consistently
• Quality & Revenue: Team meets internal quality and revenue standards consistently
• Employee Experience: Engagement and upward feedback surveys reflecting accountability, satisfaction, leadership, support, and development of staff

Expectations for Remote Work

• Clean background with no noise or distractions throughout the standard workday (8:00 a.m. - 5:00 p.m. your local U.S. time)
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• We provide a laptop and annual $500 tech reimbursement for computer/tech accessories

You're a Good Fit For Our Culture If:

• You're disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management, supervisory, and prioritization skills
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work, clients, and team members and drive projects to the finish line
• You love working with and speaking to clients, delivering results and improving their lives
• You're friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You are energized by deep technical work and equally energized by developing the people around you

Required Education and Experience

• Bachelor's degree in accounting from an accredited college or university
• CPA certification
• Minimum of 5 years of relevant professional experience, with significant time spent in partnership taxation in public accounting or a comparable setting
• Demonstrated expertise in real estate partnership taxation, including 1031 exchanges, IRC §704(b)/(c) allocations, basis adjustments, tiered structures, and capital account maintenance
• Direct experience serving real estate clients such as syndicates, Tenants-in-Common, and joint ventures, real estate funds, and/or operating and development companies
• Proven experience leading client relationships and managing teams of tax professionals
• Experience with multi-state tax returns

Preferred Qualifications

• Master's degree in Taxation or Accountancy
• Prior experience reviewing complex real estate partnership returns at a sign-off level
• Familiarity with modern tax technology, automation, and research tools
• Personal experience as a real estate investor