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