Overview In this role you will manage tax engagements for real estate owners, developers, and investment funds. You will lead compliance and planning for partnerships, corporations, and pass-through entities, offering technical guidance on depreciation, cost segregation, 1031 exchanges, and REITs. You will mentor junior staff while maintaining strong client relationships and ensuring high-quality deliverables. This position provides the opportunity to shape real estate tax strategy within a collaborative, growth oriented firm.
Responsibilities- Lead preparation and review of federal, state, and local tax returns for partnerships, S-Corps, C-Corps, and LLCs
- Provide research on depreciation, cost segregation studies, 1031 exchanges, REIT rules, and property dispositions
- Execute tax compliance, including consolidated/multi-state filings, tax provisions, and estimated calculations
- Serve as the primary contact for owners, CFOs, and outside advisors; communicate findings and tax positions clearly
- Interpret partnership/operating agreements and capital structures to determine tax allocations, basis, and reporting requirements
- Supervise, mentor, and review work for junior staff; delegate tasks and support professional growth
- Partner with assurance and transaction teams on acquisitions, dispositions, and restructurings
- Utilize and optimize tax technology; train team members on firm best practices and quality controls
Key requirements- Bachelor's degree in Accounting
- 3+ years of public accounting tax experience with a heavy focus on real estate
- Proficiency in partnership taxation and real estate tax mechanics (depreciation, cost segregation, 1031s, REITs)
- Excellent client-facing skills with ability to distill complex tax concepts
- Demonstrated ability to manage engagements and mentor staff
- Proficiency in tax prep and research tools (CCH Axcess is a strong plus)
- Active CPA or EA preferred; licensure encouraged if pursuing
- client-facing communication
- mentoring and leadership
- team collaboration
- partnership taxation
- depreciation
- cost segregation
