Senior Accountant - Controller & CFO Services

Hall CPA is a 100% virtual, real estate-focused public accounting firm. Our Monthly Accounting team is where client relationships live long-term. We act as the outsourced controller or CFO for clients ranging from individual investors to complex, multi-entity portfolios. Most are in real estate, with a handful in other industries, so you get cross-industry exposure.
You will own a portfolio of ongoing client relationships and lead a team of preparers and reviewers who handle the day-to-day bookkeeping, supported by AI and automation. You will be the accounting partner clients rely on for real business decisions, with variety, ownership, and room to shape how clients run.

• Own the accounting relationship for your clients, including weekly check-in calls that cover what is happening in their portfolio, how it affects their financials, and what happens next

• Provide white-glove service with fast response times, closely managed accounts, and frequent touchpoints

• Deliver accurate monthly financials prepared by your team or through AI-assisted workflows, reviewed for quality before they reach the client

• Help clients make business decisions through projections, ROI analysis, and cash flow forecasting, translating the numbers into insight they can act on

• Proactively bring clients ideas to streamline, grow, and improve their processes and systems before they ask

• Lead large onboardings, setups, and cleanups for clients moving into our Controller and CFO services, including the transition from a prior accountant or system

• Take on customized engagements built around a client’s current business need, using research, critical thinking, and planning to chart a path forward

• Lead and develop preparers and reviewers, including offshore team members, with clear deadlines, direction, and feedback

  Required Education and Experience

• Bachelor’s degree in accounting

• 5+ years of accounting experience in a client-facing role, with prior controller, CFO, or public accounting experience in a similar role preferred

• Experience supervising or reviewing the work of other accountants

• Strong software experience in Quick Books Online, property management software, and cash flow portals preferred

• Strong technical accounting knowledge, including how entity structures (LLCs, partnerships, S corps) affect financial reporting

• Experience with budgeting, forecasting, cash flow analysis, and equity structures, including waterfall and distribution calculations.

  Measures for Success

• Client NPS averaging 9/10 or greater

• Long-term client retention

• On-time, accurate monthly financials, with less than 5% unsatisfactory in internal quality reviews

• Team capacity and deadlines managed without last-minute escalations

• Improvement or growth opportunities identified and delivered for clients

  Remote Work

• Video always on and business casual for client calls from a quiet, professional space

• Laptop provided, plus a $500 annual tech reimbursement

  You’re a Good Fit 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 solve problems before they escalated

• You thrive in a fast-paced environment and love building client relationships

  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.