Real Estate Technical Tax Manager

Overview

This is a 100% virtual CPA role with a team distributed across the United States. The firm serves real estate investors, syndicates, and fund managers, with an emphasis on technical accuracy and high-quality tax deliverables.

As a Technical Tax Manager, your top priority is ensuring high-quality tax returns are delivered to clients. You will perform technical reviews of returns prepared or reviewed by staff and seniors, provide feedback and mentoring, and sign tax returns for delivery.

Responsibilities

• Conduct final technical reviews of tax returns and supporting documents for individuals, partnerships, S-corporations, trusts, and corporations, and sign tax returns
• Provide tax return debriefs to clients, walking them through technical areas of the return
• Research complex tax issues and provide recommendations for resolution
• Review and facilitate tax resolution with federal and state tax authorities
• Stay updated on changes in tax laws and procedures
• Assist in team development by supporting technical skills and work quality through mentorship and training
• Maintain strong client relationships by managing expectations and being responsive to client communications
• Recommend additional firm services that may benefit the client (e.g., bookkeeping services, tax advisory)

Measures for Success

• Timeliness and accuracy of deliverables and workpapers
• Client satisfaction related to tax preparation
• Delivering on promises made to clients

Expectations for Remote Work

• Maintain a clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• The firm provides a laptop and an annual $500 tech reimbursement for computer/tech accessories

Requirements

• Bachelor’s degree in accounting from an accredited college or university
• CPA or EA certification
• Experience with real estate tax matters and multi-state tax returns
• Minimum of 5 years of relevant professional experience

Compensation & Benefits

• Compensation Range: $109K - $125K

Additional benefits described in the role include:

• Health insurance
• 401(k) matching
• Unlimited vacation and sick days
• Ongoing training

Location

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