Job Title:
Tax Manager - Real Estate
Job Responsibilities:
As a Tax Manager within the Investment Management – Real Estate Tax group at the company, the primary responsibilities include:
- Providing federal tax consulting and compliance services to clients in the Real Estate industry sector, including Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships.
- Assisting clients with life events for partnerships, such as formations, mergers, initial public offerings, inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing.
- Utilizing proprietary technologies to streamline clients' tax compliance processes and achieve worldwide compliance.
- Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.
- Advising clients on a variety of tax issues, including REIT Qualification, 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 state-of-the-art technology and data analytics.
- Managing engagement workflow, engagement team resources, and engagement billing.
- Mentoring and developing junior staff, including those in the . India office, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit.
Education and Experience Information:
Required qualifications include:
- Ability to perform job responsibilities within a hybrid work model that requires US 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.
- A 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.
Required accreditations include one of the following:
- Licensed CPA in 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 include:
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience at a Big 4 or large CPA firm.
Salary Information:
The wage range for this role takes into account a wide range of factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate is $93,660 to $213,200, which has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, with awards depending on various factors, including individual and organizational performance.
