Job Title:
Tax Partner - Ultra High Net Worth - Real Estate
Job Responsibilities:
The Tax Partner in the Ultra High Net Worth (UHNW) - Real Estate team at the company will have a multifaceted role that includes providing federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients. These clients include real estate sponsors, owners, investors, and developers. This role involves working with a variety of clients such as management companies, joint ventures, family partnerships, individuals, trusts, and other owners and operators of real estate. The candidate will be integrated into the UHNW national leadership team to engage with strategic clients and develop solutions to clients' tax needs. Responsibilities include:
- Aligning with the UHNW practice and collaborating closely with the real estate team.
- Reviewing tax returns for wealthy individuals, family members, trusts, investment entities, and private businesses, primarily focusing on real estate investments.
- Engaging in business development and managing a book of business.
- Planning client engagements, providing tax consulting services, managing compliance projects, and supervising and reviewing the work of team staff members.
- Developing and maintaining outstanding client relationships through exceptional client service and communication.
Education and Experience Information:
- A Bachelor's degree in Accounting is required.
- Candidates must have a CPA License or JD.
- A minimum of 12 years of experience dealing with high-net-worth clients is required.
- Experience should include reviewing tax returns for wealthy individuals and family members, their trusts, investment entities, and private businesses, with a focus on real estate. Exposure to business returns, private equity, and hedge funds is beneficial but not required.
- Strong experience with private client services, including personal taxation, trust taxation, estate & gift taxation, charitable taxation, flow-through entities, partnership taxation, and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers.
- Preferred qualifications include a Master's Degree in Taxation or Law Degree, experience with a Big 4 or large national, regional, or local accounting firm, or large family offices, and experience working with private foundations.
- Exposure to reporting and filings related to foreign assets, investments, and holdings is also preferred.
- Proven ability to develop new business relationships and expand services to existing clients is advantageous.
Salary Information:
The text does not provide specific salary information. However, it mentions that the company offers a competitive benefits and compensation package, including flexibility in scheduling to balance life's demands while maintaining the ability to serve clients. For more detailed information on total rewards, interested parties are directed to the company's website.
Legal and Compliance Information:
The company is committed to equal opportunity employment and does not tolerate discrimination or harassment based on various protected characteristics, including race, color, creed, religious beliefs, sex, gender, sexual orientation, national origin, disability, citizenship, and more. The company provides reasonable accommodation for individuals with disabilities upon request during the recruitment process and employment. The company also adheres to applicable laws regarding the consideration of applicants with arrest or conviction records.
