Job Title: Financial Services Tax - Real Estate Director
Job Responsibilities:
A career in the Financial Services Tax practice within the Corporate Tax services at the company involves assisting clients in meeting their tax obligations while managing the impact of tax on their business. Responsibilities include advising clients on local and overseas tax affairs, acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. The role also involves helping organizations understand the pricing implications of goods and services between related parties and providing advice on tax implications of deals. The team helps Financial Services clients navigate the frequently changing and complex national and international tax environment, addressing stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
As a Director, the role requires working as part of a team of problem solvers to solve complex business issues from strategy to execution. Specific responsibilities include:
- Supporting the team to disrupt, improve, and evolve ways of working when necessary.
- Arranging and sponsoring appropriate assignments and experiences to help people realize their potential and support their long-term aspirations.
- Identifying gaps in the market and spotting opportunities to create value propositions.
- Looking for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
- Creating an environment where people and technology thrive together to accomplish more than they could apart.
- Promoting and encouraging others to value difference when working in diverse teams.
- Driving and taking ownership for developing connections that help deliver what is best for the people and stakeholders.
- Influencing and facilitating the creation of long-term relationships which add value to the company.
- Upholding the company's code of ethics and business conduct.
Additional responsibilities include leading the way as technology-enabled tax advisors who provide value through digitization, automation, and increased efficiencies. This is achieved by equipping professionals to succeed in a world where transactions are faster, more complicated, and require a deeper level of sophistication.
Education and Experience Information:
Basic Qualifications:
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 6 years
- Certification(s) Required: CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity
Preferred Qualifications:
- Extensive knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts, and Real Estate Partnerships.
- Thorough knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities.
- Considerable knowledge of accounting of Unrelated Business Taxable Income.
- Extensive technical skills, including 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.
- Thorough experience identifying and addressing client needs, developing and sustaining deep client relationships using networking, negotiation, and persuasion skills to identify and sell potential new service opportunities.
- Preparing and presenting complex written and verbal materials, and defining resource requirements, project workflow, budgets, billing, and collection.
- Thorough experience as a team leader: leading teams to generate a vision, establish direction, motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.
- Proven record of success as a tax technical team leader generating new business, proposal writing and delivery, and collaborating across engagements and business units.
- Identifying opportunities to provide additional services with experience utilizing a CRM system in a professional services firm to network, develop relationships, and sell additional/new services.
- Experience in a professional services environment utilizing automation & digitization, including innovating through new and existing technologies, working with large, complex data sets to build models, leveraging data visualization tools to provide insights to clients, and transforming the business by creating capacity and delivering an enhanced employee and client experience.
- Proven experience with evaluating and negotiating new and existing contracts, as well as leveraging pricing tools to contribute to pricing strategies.
Salary Information:
The salary range for this position is $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. Actual compensation within the range will depend upon the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
