About this role
Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Setups team is the front door for new clients. We build clean, tax-ready books for new engagements and take messy ones through cleanup and catch-up work, then hand them off to our monthly team, our tax team, or back to the client.
You will own 30+ active client engagements at a time, each running 5 to 6 weeks, and lead a team of offshore accountants who handle day-to-day preparation. This role is built for a public accounting senior who is client-facing, project-driven, and comfortable keeping many engagements moving at once.
Areas of Responsibility
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Run the kickoff call after the engagement is sold, set expectations, and own the timeline through close-out
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Set up and clean up QuickBooks Online files, including chart of accounts, entity structure, and catch-up work, so books flow cleanly into tax reporting
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Supervise and review offshore team members by setting deadlines, managing capacity, and giving clear direction and feedback
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Manage client communication throughout the engagement, including status updates, follow-ups for missing information, and a delivery call to walk through the final books and train clients who will maintain their own
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Prioritize 30+ engagements at once and escalate early when something is at risk
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Prepare handoffs with full context so the monthly or tax team can pick up the file and the client does not feel the change
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Keep engagement notes and documentation current, and adhere to firm and AICPA ethics, including confidentiality
Required Education and Experience
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Bachelor's degree in accounting
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3+ years of public accounting experience in a client-facing role
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Experience supervising or reviewing the work of other accountants
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Strong QuickBooks Online experience (QBO certification preferred)
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Solid technical accounting knowledge and an understanding of how entity structures (LLCs, partnerships, S corps) affect tax reporting
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Proven ability to manage multiple client engagements and deadlines at once
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Real estate or property management accounting experience preferred.
Measures for Success
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Client NPS averaging 9/10 or greater
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On-time delivery of engagements
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Accurate work, with less than 5% unsatisfactory in internal quality reviews
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Smooth handoffs to the monthly and tax teams
Expectations for Remote Work
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Quiet, professional background and business casual attire for client calls, with video always on
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Laptop provided, plus a $500 annual tech reimbursement
You're a Good Fit For Our Culture If
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You're friendly, have a sense of humor, and enjoy helping and teaching others
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You take ownership of your work, clients, and team and drive engagements to the finish line
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You thrive in a fast-paced environment with strong time management
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You love working with clients and delivering results
About Hall CPA We are on a mission to change the accounting industry by building the premier people-first firm. We use the best technology and automation available and offer unlimited vacation and sick days, an autonomous work environment, ongoing training, health insurance, and 401(k) matching.