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.

Areas of Responsibility

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 QuickBooks 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 escalate

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.