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.