Job Title: Financial Services Tax - Real Estate Manager
Job Responsibilities:
- Work as part of a team of problem solvers to address complex business issues from strategy to execution.
- Develop skills outside of the comfort zone and act to resolve issues preventing effective team work.
- Coach team members, recognize their strengths, and encourage ownership of personal development.
- Analyze complex ideas or proposals and build a range of meaningful recommendations.
- Utilize multiple sources of information, including stakeholder views, to develop solutions and recommendations.
- Address sub-standard work or work not meeting company/client expectations.
- Use data and insights to inform conclusions and support decision-making processes.
- Develop a point of view on key global trends and their impact on clients.
- Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
- Simplify complex messages, highlighting and summarizing key points.
- Uphold the company's code of ethics and business conduct.
- Lead as technology-enabled tax advisors by providing value through digitization, automation, and increased efficiencies.
- Provide unparalleled technical knowledge and specialization and industry insights.
- Identify and address client needs, build and maintain networks of client relationships, and communicate value propositions.
- Manage resource requirements, project workflow, budgets, billing, and collections.
- Prepare and/or coordinate complex written and verbal materials.
- Act as a team leader by supervising teams, seeking diverse views, and coaching staff with timely feedback.
- Act as a tax technical business advisor by developing new relationships and selling new services with a "One Firm" service mindset.
- Innovate through new and existing technologies and experiment with digitization solutions.
- Work with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.
- Utilize digitization tools to reduce hours and optimize engagements.
- Provide a point of view on pricing strategies through knowledge of alternative fee arrangements and pricing tools.
Education and Experience Information:
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 4 year(s)
- Certification(s) Required: CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.
- Preferred Knowledge/Skills: Thorough knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts, and Real Estate Partnerships. Considerable knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities. Considerable knowledge of accounting of Unrelated Business Taxable Income. Comprehensive technical skills in providing full services to real estate owners, developers, and investors, including publicly traded REITS, institutional real estate funds managed by financial institutions, and privately held real estate entities. Considerable experience identifying and addressing client needs, building and maintaining networks of client relationships, managing resource requirements, project workflow, budgets, billing, and collections, and preparing complex written and verbal materials. Considerable experience as a team leader, supervising teams, seeking diverse views, and coaching staff with timely feedback. Demonstrates success as a tax technical business advisor by developing new relationships and selling new services with a "One Firm" service mindset. Preferred familiarity with a CRM system. Knowledge of automation and digitization in a professional services environment, including innovating through new and existing technologies, working with large data sets, and utilizing digitization tools.
Salary Information:
- The salary range for this position is $98,300 - $266,000, with potential eligibility for an annual discretionary bonus. Actual compensation within the range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. In addition to salary, the company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
