Tax Manager, Real Estate

Description

• Build and manage client relationships while developing and maintaining business development leads.
• Manage and coordinate tax compliance and advisory work for our real estate clients.
• Review Federal, Multi-State and local Partnership tax returns.
• Section 1031 exchange transaction consulting and reporting.
• Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services.
• Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service.
• Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards.
• Serve as an advisor to tax staff at various levels of experience.
• Work jointly with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries.
• Research and consult on technical matters and special projects.
• Identify and communicate internal service improvement opportunities.

Requirements

• Solve strategic issues requiring analytical skills and an in-depth understanding of tax regulations.
• Strong verbal and written communication skills.
• Proficient in MS technology suite.
• Willingness to dig into new legislation and assist the team with understanding the impact on real estate clients.
• Experienced with Waterfall and Targeted Capital allocation provisions of a partnership.
• Willingness to lead internal training on real estate related topics.
• Real estate related experience with lessors, developers, and private equity real estate funds.
• Understanding partnership basis adjustments under Section 754, 734(b), and 743(b).
• CPA certification strongly preferred.
• Knowledge of Opportunity Zones.
• Understanding of 704b book-ups and 704c adjustments.
• Five plus years recent experience in public accounting.
• Demonstrated supervisory experience in public accounting.
• Understanding of 163j business interest limitations
• Bachelor's degree in business, accounting or a similar discipline.

Benefits

• Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave
• Flexible working hours in the summer, Fridays are optional!
• Incentive plan for sales leads
• 401k with a 3% employer contribution
• Hybrid work options
• Discretionary profit sharing of up to 4.5% annually
• Generous Employee Referral Program
• Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!

Training + Development

Interview process

Visa Sponsorship

Security clearance