A natural match if you have experience managing client onboarding and supervising offshore teams in real estate accounting.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Hall CPA PLLC via Ashby
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
- Run the kickoff call after the engagement is sold, set expectations, and own the timeline through close-out
- 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
- Supervise and review offshore team members by setting deadlines, managing capacity, and giving clear direction and feedback
- 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
- Prioritize 30+ engagements at once and escalate early when something is at risk
- Prepare handoffs with full context so the monthly or tax team can pick up the file and the client does not feel the change
- Keep engagement notes and documentation current, and adhere to firm and AICPA ethics, including confidentiality
Required Education and Experience
- Bachelor's degree in accounting
- 3+ years of public accounting experience in a client-facing role
- Strong QuickBooks Online experience (QBO certification preferred)
- Solid technical accounting knowledge and an understanding of how entity structures (LLCs, partnerships, S corps) affect tax reporting
- Proven ability to manage multiple client engagements and deadlines at once
- Real estate or property management accounting experience preferred.
Measures for Success
- Client NPS averaging 9/10 or greater
- On-time delivery of engagements
- Accurate work, with less than 5% unsatisfactory in internal quality reviews
- Smooth handoffs to the monthly and tax teams
Expectations for Remote Work
- Quiet, professional background and business casual attire for client calls, with video always on
- Laptop provided, plus a $500 annual tech reimbursement
You're a Good Fit For Our Culture If
- You're friendly, have a sense of humor, and enjoy helping and teaching others
- You take ownership of your work, clients, and team and drive engagements to the finish line
- You thrive in a fast-paced environment with strong time management
- 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.
Source: Hall CPA PLLC careers (Ashby)