Senior Tax Manager - Real Estate / Partnerships

Senior 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.

As a Senior Tax Manager at Hall CPA, you are the technical and relationship leader for a multi-million dollar book of business. You own a portfolio of our most complex partnership clients - real estate syndicates, joint ventures, funds, and operating and development companies, and you lead the team that supports them. Your success is measured by client retention and expansion, technical excellence, and the growth of the people on your team.

This role is intentionally different from most senior-level CPA firm positions. There is no expectation for traditional business development or self-sourced origination. Instead, your focus is internal, deepening relationships with existing clients, identifying opportunities to expand services (tax advisory, bookkeeping, outsourced CFO, entity structuring, and more), and engaging the right team to deliver them. We bring the leads; you ensure clients stay, grow, and become long-term advocates of the firm. If you do generate new business through new pipelines, we will support you and reward those efforts, while keeping your primary focus on client retention, growth, and team leadership.

Team members who thrive at our firm have great time management skills, are self-starters, adaptable, take pride in their work, and work well in an autonomous environment. This is a 100% remote role and no relocation is required.

Total Compensation Range: $166,000 - $206,000

Areas of Responsibility

Technical Leadership & Partnership Tax Expertise

• Serve as the firm's go-to expert on partnership taxation, including IRC §704(b) and §704(c) allocations, §707 transactions, §734(b) and §743(b) basis adjustments, §751 hot assets, §752 debt allocations, and §754 elections
• Conduct final technical reviews of the most complex partnership tax returns and advisory deliverables, with a particular focus on real estate syndicates, joint ventures, real estate funds, and operating/development companies
• Advise clients on tiered partnership structures, GP/LP economics, waterfall and promote calculations, capital account maintenance, special allocations, and the tax implications of partnership formations, contributions, distributions, redemptions, and liquidations
• Evaluate and shape partnership and operating agreements to align tax outcomes with client intent, and ensure ongoing compliance with IRC §704(b) capital account rules
• Lead complex tax research projects and produce clear written recommendations and memos for resolution of nuanced issues
• Stay current on changes in federal and state tax law, including current hot topics such as §163(j) interest limitation, bonus depreciation, and OBBBA-related provisions—and translate them into actionable client guidance

Client Relationship Ownership (Retention & Expansion)

• Serve as the executive-level relationship owner for a multi-million dollar book of business, ensuring clients receive proactive, strategic, and timely tax counsel year-round
• Drive client retention and account expansion by identifying additional service opportunities—tax advisory, bookkeeping, outsourced CFO, entity structuring, and more—and deploying the right team members to deliver them
• Lead consulting conversations on transactions, partner economics, tax distributions, basis planning, and other partnership lifecycle events from formation through exit
• Resolve escalations with clarity, empathy, and decisiveness; manage client expectations and act as the steady hand when complex issues arise
• Maintain a high client happiness rating across your portfolio and serve as a trusted advisor to the principals, GPs, and fund managers you work with

Team Leadership & Development

• Manage the team that supports your book—including managers, seniors, and staff—setting clear expectations, balancing workloads, and ensuring deadlines are met without compromising quality
• Provide direct mentorship, performance coaching, and technical training; serve as the career advisor for several team members
• Conduct meaningful reviews of work products with clear, constructive feedback that elevates the technical skill of the team
• Build a collaborative, inclusive team environment that mirrors the firm's people-first values and encourages curiosity, ownership, and continuous learning

Engagement & Operational Excellence

• Plan, organize, and coordinate engagements within your book to meet all internal and external deadlines
• Partner with firm leadership on workflow design, technology adoption, and process improvement; champion automation and standardization across your team
• Maintain healthy engagement economics (scope, realization, billing) without sacrificing client service or team well-being

Measures for Success

• Client retention and net revenue growth within your book
• Quality and timeliness of technical reviews and deliverables
• Development, performance, and retention of team members under your leadership
• Implementation of firm improvements (number, type, impact)
• Delivering on your promises with clients and your team

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 7 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