About the role
We're hiring an experienced CPA to lead tax work for our real estate, S corporation, and high-net-worth clients. You'll own complex returns from preparation through review, design year-round tax planning strategies, and serve as the technical lead on a group of client relationships.
You'll also meet with prospective clients to scope new engagements and prepare proposals. That means you need to be able to explain complex tax issues clearly to business owners and investors.
About Shahbaz & Associates CPAs
Shahbaz & Associates CPAs is a boutique public accounting firm founded in 2024 that serves clients nationwide. Our core work spans real estate tax, tax planning for high-net-worth individuals, partnership taxation, international tax, and outsourced CFO services.
The firm is growing quickly and adding a Richmond presence. This role is one of the first hires there, so you'll help shape how we bring on and serve clients.
What you'll do
Real estate tax
Prepare and review partnership returns for real estate funds, syndications, and rental property holding entities
Advise on depreciation strategy, cost segregation, 1031 exchanges, passive activity rules, and real estate professional status
Manage capital accounts, special allocations, and waterfall-driven K-1 reporting
S corporations and closely held businesses
Prepare and review S corporation returns, including shareholder basis, distributions, and AAA tracking
Advise on entity selection, S elections, reasonable compensation, and owner payroll
Handle multi-state filings and pass-through entity tax (PTET) elections
Tax planning for high-net-worth clients
Build year-round tax plans and projections for business owners and investors, and set quarterly estimates
Model the tax impact of transactions such as property sales, business sales, and restructurings
Present planning recommendations directly to clients
Review and client leadership
Serve as final technical reviewer on individual, partnership, S corporation, and trust returns
Research complex issues and document tax positions
Meet with prospective clients to scope engagements and prepare proposals using the firm's pricing framework
Qualifications
Required
Active CPA license
5+ years of US tax experience in public accounting, including at least 2 years reviewing returns
Deep experience with partnership (Form 1065) and S corporation (Form 1120-S) returns
Real estate tax expertise: depreciation, cost segregation, 1031 exchanges, and passive activity and at-risk rules
A track record of building tax plans and projections for high-net-worth individuals and business owners
Ability to explain complex tax issues clearly to clients and prospects
Preferred
Experience with real estate funds or partnerships, including partnership allocations
Multi-state and PTET experience
Experience scoping or pricing engagements
Big Four or regional firm background
Compensation, location, and how to apply
Compensation:
$110,000–$130,000 base, depending on experience, plus a 10% origination bonus on first-year fees from clients you bring in through your own network, 3% bonus on firm closed leads, and annual bonus.
Location:
Remote, based in the Richmond, VA area
Schedule:
Full-time, with heavier hours during tax season