Real Estate Tax Advisor
Benefits
Unlimited PTO
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Responsibilities:
- Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom.
- Create and deliver tailored tax plans to clients, and update those plans periodically.
- Maintain strong client relationships by managing their expectations and being responsive to their communications/emails.
Requirements:
- CPA or EA Certification (CPA Preferred).
- Bachelor’s or Master’s in Accounting or Tax from an accredited college or university.
- Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience.
Expectations:
- 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 that focus on real estate. Their team is passionate about real estate and often owns investment properties; innovators of tax services and firm culture with work-life integration.