CPA Licensed Real Estate Tax Advisor

Job Summary

Focusing on tax planning and advisory services for real estate investors, the full-time CPA Licensed Real Estate Tax Advisor will manage client relationships, deliver tailored tax plans, and provide technical input on complex tax issues while working remotely.

Key responsibilities

• Serve as the primary client contact, dedicating up to 50% of time to client meetings via Zoom
• Create and periodically update customized tax plans for clients
• Research complex tax issues and coordinate tax preparation needs with the tax team

Required qualifications

• CPA or EA Certification (CPA preferred)
• Bachelor's or Master's in Accounting or Tax from an accredited institution
• 5-7 years of experience in real estate and small business tax compliance and planning
• Experience managing client relationships and ensuring accurate engagement objectives
• Familiarity with tax projections using professional tax planning software