Real Estate Senior Tax Associate

Overview

This 100% virtual CPA firm is seeking a Senior Tax Associate to prepare and review individual and business tax filings and related workpapers. The role supports a real estate–focused client base, including real estate investors, syndicates, and fund managers.

Responsibilities

• Review basic tax returns and supporting documents to ensure completeness and accuracy
• Prepare complex tax returns and supporting documents, including preparing Form 3115 and reporting 1031 exchanges, ensuring completeness and accuracy
• Prepare and/or review other income tax returns as needed (including Corporation, Gift, and Trust returns)
• Identify missing or incomplete data by conducting initial file reviews
• Communicate directly with clients to request needed documents and information
• Consult with peers, supervisors, and clients and respond promptly to communications (same-day response time, or adhere to external 48-hour times as applicable)
• Adhere to professional ethics, including client confidentiality requirements
• Seek licensing such as CA, EA, or CPA
• Prepare and/or review documents and response letters to resolve client notices
• Assist with ongoing projects throughout the year, including (but not limited to): client proposals, rolling forward workpapers, and development of training materials
• Attend relevant CPE to develop and enhance technical and process-related skills

Measures for Success

• Timeliness of deliverables and workpapers (tracked through production metrics)
• Accuracy of deliverables and workpapers (tracked through instant tax feedback quality ratings)
• Development of technical skills (tracked through instant tax feedback quality ratings and ability to handle more complex projects)
• Client satisfaction, measured by NPS ratings

Remote Work Expectations

• Maintain a clean background with no noise or distractions
• Wear business casual attire for client interactions
• Use video consistently (80% of communication is non-verbal)
• Use a company-provided laptop and an annual $500 tech reimbursement for computer/tech accessories

Requirements

• Bachelor’s degree in accounting from an accredited college or university
• Minimum of 2 years of relevant professional experience (with 3 years experience as an associate recommended)

Preferred Qualifications

• CPA or EA certification preferred

Compensation & Benefits

• Compensation Range: $78K - $105K
• Health insurance
• 401(k) matching
• Ongoing training
• Unlimited vacation and sick days

Location

• 100% virtual; team members are located across the United States.