H & W CPAs Real Estate Tax Associate Cincinnati, OH · Full time Company website

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Our trusted team of CPAs specializes in helping local businesses and individuals navigate their complex tax needs, including expert QuickBooks accounting services. What sets us apart is our integrity-led approach, ensuring that every client interaction is guided by honesty and transparency. We pride ourselves on being collaborative, working closely with clients to tailor solutions that meet their unique needs. Our reliability guarantees that you can count on us for accurate and timely support. We maintain a positive, fun, and enjoyable work environment, which translates into a better experience for our clients. These core values drive us to deliver exceptional service and foster strong, lasting relationships.

H&W CPAs  is an upbeat, flexible, and accommodating firm who seeks to be our clients' most trusted financial partner through providing top tier service in tax preparation, accounting, and consulting. We are seeking an experienced real estate tax professional with 3-5 years' experience to join our growing organization. Are you an organized, energized tax professional with a few years of real estate tax experience under your belt, looking for a firm that will actually use it without demanding your life during busy season? If you’re answering yes, you may be a perfect fit for the Real Estate Tax Associate role and the H&W Team!

Who You Are:

• You have 3-5 years of tax experience with meaningful exposure to real estate clients
• You’re comfortable with partnership and S-corp taxation (Forms 1065/1120-S), including basis tracking and partner allocations
• You have working knowledge of real estate, specifically 1031 exchanges, cost segregation studies, passive activity loss rules, depreciation methods, etc. 
• You thrive in a low-ego, highly collaborative work environment
• You have a positive attitude, a growth-mindset, and enjoy connecting and problem-solving with clients
• Experience with Ultra Tax and Tax Dome software are a bonus

What You’ll Do & Learn:

• Assist with the tax preparation and review for a portfolio of real estate clients, with direct client interaction
• Manage your own portfolio and move beyond compliance into tax planning and projections helping clients structure deals, time transactions, and plan for growth
• Work closely with the bookkeeping team to ensure accurate monthly books for real estate clients
• Collaborate directly with our partners allowing opportunity for growth and mentorship
• Provide guidance to seasonal and junior staff
• Work closely with your peers in a small firm to improve processes and help to shape the future of our growing firm.

Perks & Benefits: 

Capped Busy Season Hours (seriously!) ● Hybrid Work Environment ● 32 hr work weeks June-December ● 3 weeks PTO ● 10 paid company holidays ● 401(k) with 3% employer contribution ● Health, Dental, Vision Insurance ● Relaxed Atmosphere and more!