Real Estate Senior Tax Advisor
Benefits
Unlimited PTO
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Responsibilities:
- Serve as the primary client contact and ensure their best interests are represented.
- Create and deliver tailored tax plans to clients, updating those plans periodically.
- Maintain strong client relationships by managing expectations and being responsive.
Measures for Success:
- Achieve an average of 9/10 on your Net Promoter Score surveys.
- Deliver on your promises with clients and maintain strong client relationships.
- Participate in the expansion of firm's technical knowledge through research.
Expectations for remote work:
- Clean background with no noise or distractions.
- Business casual attire for client interactions.
- Always use video (80% of communication is non-verbal).
Breezy
They are a 100% virtual CPA firm, with their team located across the United States, serving Real Estate Investors, Syndicates, and Fund Managers. They are innovators of tax services and firm culture with work-life integration, using the best technology and automation on the market.