Tax Senior - Real Estate focus

Position Overview: We are seeking an experienced Tax Senior with a strong real estate tax focus to manage tax engagements for real estate owners, developers, and investment funds. You will lead compliance and planning for partnerships, corporations, and pass-through entities, provide technical guidance on real estate-specific issues (depreciation, cost segregation, 1031 exchanges, REITs), and mentor junior staff while maintaining high-quality client relationships.

Key Responsibilities: Compliance: Lead preparation and review of federal, state, and local tax returns for partnerships, S-Corps, C-Corps, and LLCs. Technical Planning: Provide research on depreciation, cost segregation studies, 1031 exchanges, REIT rules, and property dispositions. Workflow Management: Execute tax compliance, including consolidated/multi-state filings, tax provisions, and estimated calculations. Client Relations: Serve as the primary contact for owners, CFOs, and outside advisors; communicate findings and tax positions clearly. Analysis: Interpret partnership/operating agreements and capital structures to determine tax allocations, basis, and reporting requirements. Leadership: Supervise, mentor, and review work for junior staff; delegate tasks and support professional growth. Cross-Functional Collaboration: Partner with assurance and transaction teams on acquisitions, dispositions, and restructurings. Efficiency: Utilize and optimize tax technology; train team members on firm best practices and quality controls.

Education: Bachelor's degree in Accounting required; Master's in Taxation or CPA track preferred.

Experience: 3+ years of public accounting tax experience with a heavy focus on real estate. Technical Expertise: Proficiency in partnership taxation and specific real estate tax mechanics (depreciation, cost segregation, 1031s, REITs).Communication: Excellent client-facing skills with the ability to distill complex tax concepts for non-tax stakeholders. Leadership: Demonstrated ability to manage engagements and mentor staff.

Software: Proficiency in tax prep and research tools (CCH Axcess experience is a strong plus).

Credentials: Active CPA or EA preferred; candidates currently pursuing licensure are encouraged to apply.