Overview In this role you will lead Cherry Bekaert's real estate tax practice in the Rockville market, shaping strategy, driving growth, and delivering sophisticated tax solutions. You will work with a cross-functional team to serve real estate investors, developers, and operators, ensuring high-quality client service and execution. The role combines leadership, business development, and technical tax excellence in a dynamic market. You will be a visible leader who partners with the broader firm to expand services and impact.
Compensation / Benefits- Entrepreneurial environment with professional development
- one firm culture and collaboration
- big firm resources with small-firm flexibility
- flexible work arrangements
- generous PTO including firmwide week off for the 4th of July
- comprehensive benefits including bonus, medical/dental/vision, life insurance, retirement plans, paid care leave
Responsibilities- Serve real estate clients across asset classes with advanced tax planning and compliance, including cost segregation, 1031 exchanges, opportunity zones, and real estate professional status analysis
- Specialize in pass-through entity taxation (partnerships and S corporations) with focus on complex 1040 compliance and planning for real estate clients
- Act as trusted advisor, ensuring exceptional service and high-quality engagements
- Coach and develop managers and staff, fostering growth and collaboration
- Drive business development by leveraging your network and expanding services across DC, Maryland, and Northern Virginia
- Collaborate across service lines and offices, embracing the firm's one-firm culture and supporting colleagues' success
Key requirements- Active CPA license
- Bachelor's degree in Accounting, Finance, or Economics
- Knowledge of real estate taxation and advisory needs of real estate investors, developers, operators
- Experience in pass-through entity taxation (partnerships and S corporations) and complex 1040 compliance and planning
- Experience with complex federal and multi-state compliance and planning
- Strong leadership and staff development capabilities
- Excellent oral and written communication
- Exceptional interpersonal, problem-solving, organizational and analytical skills
- leadership
- interpersonal skills
- communication
- real estate taxation expertise
- pass-through entity taxation (partnerships and S corporations)
- 1031 exchanges
