Advisory Associate

As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax and accounting issues, research tax solutions, prepare client deliverables, and support those who are client-facing to ensure best-in-class service. This role is largely client-facing, and advisors communicate directly with clients via email, Zoom, Loom, or phone on a frequent basis.

The most important characteristic of our Advisory team is that we deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide practical steps to implement our recommended strategies or positions (or to minimize their tax liability). This can include delivering complex information in a manner that the client can absorb and apply practically. Our job is to build strong foundations of trust by delivering when we say we will, in a clear and concise manner.

Required Education and Experience:

• Bachelor's or Master’s degree in Accounting/Tax
• Minimum of 2 years of relevant professional experience
• CPA or EA certification preferred; must be eligible to sit for exams

Areas of Responsibility

• Create tailored tax plans to clients, and update those plans periodically as clients’ situations change
• Work directly with clients to gather data, resolve questions, and provide a best-in-class service, supporting the client engagements managed by Seniors, Managers, and Partners
• Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
• Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
• Build a deep understanding of real estate concepts and transactions, taxation regulations and strategies, and general accounting knowledge, as well as remain up to date on changes in tax laws and procedures through ongoing training, including shadowing others and CPE
• Assist in various projects throughout the year designed to enhance client/employee experience ,including, but not limited to, client proposals, process improvements, efficiency and effectiveness committees, and development and delivery of training materials
• Complete administrative tasks applicable to the role, such as maintaining accurate and up-to-date project information within our project management system, taking and appropriately storing adequate client notes, and adhering to project processes
• Identify other firm services to the benefit of the client and share findings with the client’s point of contact. Ex: bookkeeping services, tax advisory etc.

Key Performance Indicators

• Timeliness of deliverables and workpapers, reflected by production metrics
• Maintain proper maintenance of task tracking through our software, and keep pace with the engagement
• Development of your technical skills, reflected in participation in advisory channels such as Slack and team meetings, and the ability to tackle projects of greater complexity