Note: The job is a remote job and is open to candidates in USA. Hall CPA PLLC is a 100% virtual CPA firm focused on serving Real Estate Investors, Syndicates, and Fund Managers. They are seeking a Senior Accountant to supervise staff, review financial statements, and maintain strong client relationships while leveraging technology and automation to enhance efficiency.

Responsibilities

• Supervise and develop staff accountants by setting deadlines, clearing roadblocks, and providing detailed review feedback
• Review financial statements prepared by associates in QuickBooks Online and other accounting platforms
• Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships
• Serve as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concerns
• Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis
• Lead client onboarding and ensure a smooth transition into our processes
• Within our firm, we help identify opportunities and implement positive solutions by leveraging collaboration, technology, and automation to create a more efficient and effective work environment
• At year-end, provide a seamless and clean hand-off of client books to our tax team for tax return preparation

Skills

• Bachelor's or Master's in Accounting from an accredited college or university
• Minimum of 2-3 years senior-level review experience, preferably with real estate and small business clients
• Minimum 1-2 years of experience working with a team of staff accountants to produce quality deliverables
• Extensive experience with QuickBooks Online, Yardi, and other property management software
• Knowledge of entity types, entity structuring, and entity transactions
• High level of technical ability with Microsoft Excel and Google Suite
• Proven track record of successfully working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time
• Effective written and oral communication skills and strong interpersonal skills
• Public accounting experience preferred
• CPA not required, but will be compensated according to credentials and experience

Benefits

• Unlimited vacation and sick time
• Health insurance
• 401(k) matching
• Ongoing training and development
• Autonomous, collaborative, and growth-driven environment
• Company laptop and technology reimbursement provided

Company Overview