Job Title:
Tax Senior - Real Estate
Job Responsibilities:
As a Senior Tax Consultant, you will engage in a variety of tasks aimed at delivering tax compliance and consulting services to investment management clients. Your responsibilities will include:
- Performing detailed 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 to gather necessary information for tax returns.
- Training, mentoring, and supervising new and experienced-level tax staff.
- Attending required trainings provided by the company and sector-specific programs.
- Identifying complex tax issues and providing tax analysis for various entities and affiliates.
Education and Experience Information:
Required:
- Ability to work within a hybrid model, co-locating in person 2-3 days per week.
- Over 3 years of experience providing tax planning services or preparing client work papers and income tax returns.
- A Bachelor's degree in accounting, finance, or another business-related field.
- 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, depending on the work, clients, and industries/sectors served.
- One of the following active accreditations obtained, in process, or 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:
- 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 a Big 4 or large CPA firm.
- Excellent research and writing skills.
- Excellent presentation and communication skills.
Salary Information:
The wage range for this role reflects the consideration of various factors, including skill sets, experience, training, licensure, and certifications, among others. The estimated compensation range is $66,570 to $151,580. Compensation decisions are based on individual circumstances and are not typically at the top of the range. Additionally, there may be eligibility to participate in a discretionary annual incentive program, subject to the program's rules and performance factors.
Note:
The company is committed to inclusivity and equal opportunity employment. All qualified applicants will receive consideration for employment without discrimination based on legally protected categories. Applicants with criminal histories will be considered in compliance with applicable laws. The company values diversity and strives to create a supportive, innovative, and dynamic work environment.
