Attorney in Dayton, OH

In-House

Dayton, OH

Attorney in Dayton, OH

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Tax Senior - Real Estate

Job Responsibilities:
As a Senior Tax Consultant in the department, your primary responsibilities will include:

- Working within an engagement team to draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients.
- Identifying complex tax issues and providing tax analysis for a variety of entities and their affiliates.
- Performing detailed-level reviews of partnership work papers, allocations, and tax returns.
- Preparing materials and conducting research for consulting projects related to tax planning opportunities.
- Coordinating and communicating with client contacts as required to gather information necessary for completing their tax returns.
- Training, mentoring, and supervising new and experienced-level tax staff.
- Attending required trainings offered by the company and sector-specific programs.

Education and Experience Information:
Required Qualifications:

- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 to 3 days per week.
- A minimum of 3 years of experience providing tax planning services or preparing client work papers and income tax returns.
- Bachelor’s degree in accounting, finance, or other business-related fields.
- Basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds.
- Experience working in a fast-paced, team environment.
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- One of the following active accreditations obtained, or in process, or must be able and willing to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)

Preferred Qualifications:

- 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 technology solutions.
- Experience with accounting for income taxes in accordance with ASC740.
- Previous experience with Big 4 or large CPA firms.
- Excellent research and writing skills.
- Excellent presentation and communication skills.

Salary Information:
The wage range for this role considers a wide variety of factors, including but not limited to skill sets, experience, training, licensure, and certifications. The disclosed range estimate has not been adjusted for the geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $66,570 to $151,580. Additionally, you may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including individual and organizational performance.

Company Overview:
The company is a leader in providing professional services to the Investment Management industry, working with clients to address critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. The cross-functional industry group comprises more than 2,800 partners, managers, and staff, offering 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, such as investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.

Additional Information:
The company values its people and offers a broad range of benefits, emphasizing professional development and an inclusive culture that empowers employees to contribute their unique perspectives. The company is committed to making an impact that matters for its people, clients, and communities, with a purpose that defines daily work and drives positive outcomes. The company offers opportunities for employees to build new skills, take on leadership roles, and grow through mentorship and formal development programs.

Equal Employment Opportunity:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law. Applicants with criminal histories will be considered for employment in accordance with the requirements of applicable state and local laws, including various Fair Chance Ordinances.