Tax Advisory Associate

Why Aiola CPA, PLLC?

• Specialized Focus – We work exclusively with real estate investors. You will be solving real tax problems for a specific audience, and you will get very good at it.
• Fully Remote – We have been fully virtual from day one. Work from wherever you do your best work.
• Direct Client Impact – You will own client relationships and deliverables that directly affect their financial outcomes. This is not a back-office support role.
• Growth Opportunity – This role is a direct path to Senior Tax Advisor and, for the right person, Tax Advisory Manager. We promote based on performance.
• People-First Culture – Unlimited PTO, flexible scheduling, hobby days, and team trips and trainings. We genuinely value the people on this team.

Role Overview

Aiola CPA is a virtual CPA firm serving real estate investors across the U.S. Our goal is to be the leading tax advisory firm in this niche, and we are building the team to get there.

The Tax Advisory Associate is the execution core of our advisory practice. You will conduct virtual client meetings, prepare tax plans and projections, research real estate tax strategies, and communicate clearly with clients on a daily basis. Senior advisors set the strategy; you make sure clients understand it, receive it on time, and can act on it.

The most important thing we can say about this role: our clients depend on us to be responsive and reliable. They are trusting us with their financial futures. That trust is built or broken in how quickly you respond to an email and whether your deliverable is ready when you said it would be. Urgency and follow-through are critical here.

Outcomes

Here is what we expect this role to deliver.

• Conduct virtual client meetings – Lead Zoom calls and Loom walkthroughs to present tax plans, explain strategies, and answer client questions. 100% of scheduled client touchpoints completed on time.
• Deliver tax plans and projections – Prepare written tax plans and projection analyses for assigned clients within agreed deadlines. 100% of monthly deadlines met.
• Maintain client responsiveness – Respond to all client emails and messages within 24 to 48 business hours, without exception. Clients should never feel like they are waiting on us.
• Produce clean deliverables – Written plans, memos, and projections require no more than one round of senior review before client delivery. Average NPS score of 9 or higher.
• Contribute to the knowledge base – Add at least one documented strategy, research memo, or process note to the firm’s internal knowledge base per quarter.
• Grow with the firm – Manage assigned client load while building capacity to take on additional engagements. Throughput increases at least 10% by the end of year one.

Attributes

These are the qualities we look for. Not credentials, just how you work.

• Urgency – You treat responsiveness as a professional standard. Client emails do not sit. You are available, you follow up, and people never feel like they are chasing you.
• Ownership – You treat your clients and deliverables as yours. When something is off, you catch it before anyone else does and you fix it.
• Discipline – You manage a multi-client workload without dropping things. Your process is consistent and your deadlines are real.
• Clear Communication – You translate complex tax concepts into plain language clients can actually use. On a Zoom call or in a written memo, you are easy to follow.
• Attention to Detail – Numbers, citations, client data: you check your work. Errors do not make it to the client.
• Coachability – You ask questions, absorb feedback quickly, and treat every review as a way to get better.
• Continuous Improvement – You are curious about tax strategy. You look for better answers and better ways of doing things, and you bring those back to the team.

Non-Negotiables

• Respond quickly – Client and internal messages get a response within 24 to 48 hours. If you need more time, you say so. No one waits in silence.
• Own your deliverables – If your name is on it, it reflects your best work. Do not submit something you would not stake your reputation on.
• Communicate proactively – If a deadline is at risk, say so early. If a client situation needs attention, flag it. No one should have to find out after the fact.
• Stay in your lane, then grow it – Work within your current scope and ask for guidance when needed. Growth comes from mastering what is in front of you.
• Respect the process – Use the firm’s systems, keep records current, and document your work. Consistency protects clients and builds leverage for the whole team.

Technical Requirements

This is an advisory role that requires both technical tax knowledge and strong client-facing skills. We will provide onboarding to firm systems and processes, but you need to hit the ground running on the tax side.

Education and Credentials

• Bachelor’s or Master’s degree in Accounting or Tax
• CPA certification or actively eligible to sit for the exam

Experience

• 2+ years of real estate or small business tax experience (compliance or planning)
• Experience preparing tax plans and working directly with clients
• Comfortable conducting virtual client meetings via Zoom or similar

Tax Knowledge

• Working knowledge of real estate taxation at the federal level
• Familiarity with advanced strategies: real estate professional status, short-term rental rules, cost segregation, 1031 exchanges, opportunity zones
• Ability to research tax questions, cite positions, and explain findings clearly

Tools and Systems

• Experience with tax projection software (Planner CS preferred)
• Comfortable working across multiple software platforms in a fully virtual environment
• Tech-savvy and willing to learn new systems quickly

Metrics of Success

How we will know this is working.

• Weekly (Leading) – All client emails and messages responded to within 24 business hours Every week
• Weekly (Leading) – Project tracking system current and complete Every week
• Monthly (Lagging) – 100% of assigned client deadlines met Every month
• Monthly (Lagging) – Net Promoter Score average 9 or higher
• Quarterly (Leading) – Contributions to internal knowledge base Minimum 1 per quarter

Growth Path

We are hiring with the long term in mind. For the right person, here is where this goes:

• Senior Tax Advisor – You own a larger client book independently, lead strategy conversations without oversight, and begin mentoring incoming Associates.
• Tax Advisory Manager – You oversee the advisory team, develop firm-wide standards and processes, and help drive growth across the client base.

Advancement is earned by demonstrated performance, not tenure. The path is real and the firm is growing.

Application Process

1. Apply. Send your resume and a brief note about the biggest real estate tax problem you solved for a client. You can include it in your message or email nick@aiolacpa.com directly. Applications without a note will not be considered.

2. Quick Chat. 15 minutes with our Director of Operations.

3. Attribute and Aptitude Tests. A few short online assessments, about 10 minutes each.

4. Team Interview. A conversation with our CEO, Director of Operations, and Senior Tax Advisor.

5. Case Study. A practical exercise to see how you think and how you advise.

6. 1-on-1 Interview. A follow-up conversation with our CEO.

7. Offer. If it's a fit, we move quickly.

If this sounds like the right opportunity for you, we would love to hear from you.

(We respect your privacy – everything stays confidential.)

Job Type: Full-time

Base Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

People with a criminal record are encouraged to apply

License/Certification:

• CPA (Preferred)

Work Location: Remote