Attorney in Costa Mesa, CA

In-House

Costa Mesa, CA

Attorney in Costa Mesa, CA

Non-practicing Attorney

Min 5 yrs required

No

Job Title: Tax Manager - Real Estate
Department: Tax Services Business Tax

Position Summary
The position of Tax Manager in the Real Estate Services Tax practice at the company is designed for strategic and creative federal tax professionals who have a knack for solving intricate federal tax issues, particularly in the real estate sector. Ideal candidates will possess a strong understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust (REIT) qualification rules. This role offers the opportunity to develop and implement innovative strategies using the latest tax technologies to serve clients within the real estate industry. The recruitment for this role ends on May 31, 2026.

Job Responsibilities
- Provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships.
- Work directly with clients and manage tax engagement teams.
- Utilize proprietary technologies to streamline clients' tax compliance processes and ensure worldwide compliance.
- Maintain and develop strong client relationships on various federal tax consulting/compliance engagements in the real estate industry.
- Advise clients on a range of tax issues, including REIT Qualification, the impact of Tax Reform on passthroughs and other Real Estate clients, business restructuring, and tax controversy.
- Oversee complex federal tax compliance and consulting projects requiring tax analysis for various entities and their affiliates.
- Manage engagement workflow, resources, and billing.
- Mentor and develop junior staff, including those in the . India office, providing leadership, counseling, career guidance, and guidance on work/life balance issues.

Education and Experience Information
- A bachelor's degree in accounting, finance, or a related field is required.
- At least 5 years of corporate tax experience.
- 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%, based on the work and clients served.
- Active accreditation in one of the following: Licensed CPA in the state of practice/primary office (if eligible to sit for the CPA), Licensed Attorney, or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are beneficial.

Preferred Qualifications
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience in a Big 4 or large CPA firm.

Salary Information
The wage range for this role is estimated between $93,660 to $213,200. This range considers various factors including skill sets, experience, training, licensure, certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, as compensation decisions depend on the facts and circumstances of each case. Additionally, participation in a discretionary annual incentive program may be available, subject to rules governing the program and based on individual and organizational performance.

The Team
The company is a global leader in providing professional services to the Real Estate industry, working with clients to address critical issues brought on by regulatory changes, competition, globalization, technological advances, and changing customer demands. Clients include investment advisers and administrators from every sector of the industry, such as investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators. The spectrum of business tax services ranges from tax planning to tax compliance, controversy and risk management, and specialized services including research and development, government incentives, and tax management consulting.

Professional Development
The company values continuous learning and offers numerous opportunities for professional development, including on-the-job learning experiences and formal development programs. Employees are encouraged to build new skills, take on leadership roles, and grow through mentorship.

Diversity and Inclusion
The company embraces an inclusive culture that empowers individuals to contribute their unique perspectives, fostering creativity and innovation to solve complex client challenges. The organization is committed to making an impact that matters for its people, clients, and communities, and offers a broad range of benefits to its employees.