Job Title: Tax Manager - Real Estate
Job Responsibilities:
The role of a Tax Manager in the Real Estate Services Tax practice involves a strategic and creative approach to solving complex federal tax issues, particularly for real estate owners and operators. The responsibilities include:
- Providing compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships.
- Engaging directly with clients to manage tax engagement teams and leveraging state-of-the-art technology and a strong support system from leadership to ensure successful role execution.
- Assisting clients with life events for partnerships, including formations, mergers, initial public offerings, inside and outside basis computations, section 704(c) and 743(b) computations, and Schedule K-1 processing.
- Utilizing proprietary technologies to streamline tax compliance processes and achieve worldwide compliance.
- Maintaining and developing robust client relationships on various federal tax consulting/compliance engagements in the real estate industry.
- Advising clients on a variety of tax issues, such as REIT Qualification, the impact of Tax Reform on passthroughs and other Real Estate clients, business restructuring, and tax controversy.
- Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using advanced technology and data analytics.
- Managing engagement workflow, team resources, and billing.
- Mentoring and developing junior staff, including those in the . India office, providing leadership, counseling, career guidance, and work/life fit guidance.
Education and Experience Information:
Candidates for the Tax Manager position must meet the following qualifications:
- Ability to perform job responsibilities within a hybrid work model that requires . Tax professionals to co-locate in person 2-3 days per week.
- A minimum of 5+ years in corporate tax experience.
- A bachelor's degree in accounting, finance, or a related field.
- Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research.
- Strong managerial experience with budgets, people, and projects.
- Ability to travel up to 25%, on average, based on the work performed and the clients and industries/sectors served.
- One of the following active accreditations obtained:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible: Licensed Attorney or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also acceptable.
Preferred qualifications include an advanced degree such as a Master's of Tax, JD, and/or LLM, and previous experience with a Big 4 or large CPA firm.
Salary Information:
The wage range for the Tax Manager role considers a wide range of factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range is $93,660 to $213,200. It is noted that it is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Additionally, there is potential eligibility for participation in a discretionary annual incentive program, subject to the program's rules, which depend on various factors, including individual and organizational performance.
Other Information:
Company is committed to providing an inclusive culture that empowers individuals to contribute their unique perspectives and make a difference collectively. Professional development is emphasized, with opportunities for skill-building, leadership roles, and mentorship. The company is dedicated to making an impact that matters for its people, clients, and communities, with a purpose-driven approach to work.
The company adheres to fair employment practices and considers qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. The company also complies with applicable state and local laws regarding fair chance hiring and ban-the-box regulations.
