Tax Senior - Real Estate Tax

Min 3 yrs required

Full-time

No

Salary Information: The wage range for this role is estimated to be $63,420 to $144,300, taking into account factors such as skill sets, experience, training, and certifications.

Job Title: Tax Senior - Real Estate Tax (East Region Office Locations)

Experience Information: 3+ years experience providing tax planning services or preparing client work papers and income tax returns is required for this role.

Position Summary:

- Opportunity to use and develop the latest tax technologies in the real estate industry to serve clients
- Seeking a Senior Tax Consultant with a strong understanding of partnership allocation methodologies, Subchapter K, and tax compliance for real estate funds
- Role involves performing detailed reviews of partnership work papers, allocations, and tax returns, as well as preparing materials and research for consulting projects
- Coordinating and communicating with clients to gather information for tax returns
- Training, mentoring, and supervising new and experienced tax staff
- Part of a global team providing professional services to the investment management industry

Work You'll Do:

- Provide tax compliance and consulting services to investment management clients
- Identify complex tax issues and provide tax analysis for various entities and their affiliates
- Perform detail-level reviews of partnership work papers, allocations, and tax returns
- Prepare materials and research for consulting projects related to tax planning opportunities
- Coordinate and communicate with clients to gather information for tax returns
- Train, mentor, and supervise new and experienced tax staff
- Attend required Deloitte Tax LLP and sector-specific trainings

The Team:

- Global leaders in providing professional services to the Investment Management industry
- Cross-functional industry group with over 2,800 partners, managers, and staff
- Provides a spectrum of assurance and advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of Investment Management companies
- Clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers

Qualifications:

Required:

- Ability to work within a hybrid work model, co-locating in person 2-3 days per week
- 3+ years experience providing tax planning services or preparing client work papers and income tax returns
- Bachelors degree in accounting, finance, or other business-related field
- Basic understanding of Subchapter K, partnership allocation methodologies, and tax compliance for real estate funds
- Experience working in a fast-paced, team environment
- Ability to travel up to 25%, on average
- Active accreditation such as CPA, licensed attorney, enrolled agent, CFA, or CFP

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Experience working in a virtual and/or global environment
- Passion for leveraging technology and exploring new solutions
- Experience with accounting for income taxes in accordance with ASC740
- Previous Big 4 or large CPA firm experience
- Excellent research, writing, presentation, and communication skills

SEO Friendly Job Title: Tax Senior - Real Estate Tax

H1 Heading: Join Our Growing Team as a Senior Tax Consultant!

H2 Heading: Develop and Use the Latest Tax Technologies in the Real Estate Industry!

Bold Headlines:

- Opportunity to Serve Clients in the Real Estate Industry
- Seeking Senior Tax Consultant with Strong Understanding of Partnership Allocation Methodologies and Subchapter K
- Train and Mentor New and Experienced Tax Staff
- Global Team Providing Professional Services to the Investment Management Industry
- Cross-Functional Industry Group with Over 2,800 Partners, Managers, and Staff
- Diverse, Equitable, and Inclusive Culture at Deloitte
- Our Purpose: To Make an Impact that Matters
- Professional Development Opportunities at Deloitte

Bullet Points:

- Seeking Senior Tax Consultant with Experience in Real Estate Tax
- Opportunity to Use and Develop Latest Tax Technologies
- Work Within an Engagement Team
- Identify Complex Tax Issues and Provide Tax Analysis
- Train, Mentor, and Supervise New and Experienced Tax Staff
- Attend Required Deloitte Tax LLP and Sector-Specific Trainings
- Part of Global Team Providing Services to Investment Management Industry
- Clients Include Investment Advisers and Administrators from All Sectors of the Industry
- Basic Understanding of Subchapter K and Partnership Allocation Methodologies Required
- Experience in Fast-Paced, Team Environment Preferred
- Ability to Travel Up to 25% on Average
- Active Accreditation Required (CPA, Licensed Attorney, Enrolled Agent, CFA, or CFP)
- Advanced Degree and Experience in Virtual/Global Environment Preferred
- Passion for Leveraging Technology and Exploring New Solutions
- Previous Big 4 or Large CPA Firm Experience a Plus
- Excellent Research, Writing, Presentation, and Communication Skills Required

Tax compliance, Tax planning, Partnership allocation methodologies, Subchapter K, Real estate funds, Consulting, Accounting, Taxation, Research, Mentoring, Communication, Technology, ASC740, Organizational performance

Bachelor's degree in accounting, finance or other business-related field, Master's degree in Tax, JD, or LLM (preferred)

Interested candidates should apply through the Deloitte website.

Qualification and Experience Bachelor's degree in accounting, finance or other business-related field, Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Master's degree in Tax, JD, or LLM (preferred)

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