Tax Director (Real Estate Division) Remote/Boston

Overview

This role is an opportunity to lead and help grow a division within the organization’s Real Estate group. The Director will lead a team of tax professionals as a signer for Partnership and Corporate returns, primarily within the Community and Economic Development niche. The position also includes opportunities to work with other clients and industries within the corporate tax division.

The Director will partner with niche experts on business development activities, proposals, external webinars, staff training, and will provide tax thought leadership and consulting—specifically related to partnerships and federal tax credit programs. This is a client-facing strategic role that works alongside the assurance partner when appropriate. Experience with real estate multi-family residential and commercial development deals from inception to exit is ideal.

Responsibilities

• Consult with developer clients and owners on complex tax issues across all phases of projects, from processing applications through syndication and loan closing
• Read through and analyze tax opinions to determine tax implications of new projects
• Apply expertise in low-income housing tax credits (LIHTC), new markets tax credits (NMTC), and historic rehabilitation tax credits (HRTC)
• Review financial forecasts for tax credit projects (past preparation of financial forecasts for these programs is a plus)
• Advise clients, finance team members, and client tax attorneys on strategies to optimize tax credit equity investments, including:
  • Evaluating different ownership structures
  • Assessing federal and state subsidies
  • Reviewing debt and equity financing options
• Develop reference materials and standardize approach and procedures within the tax practice
• Document and reference assumptions used in financial forecasts and projections
• Develop and deliver training for staff members in areas of expertise
• Maintain high-level technical knowledge in the tax field

Requirements

• BS in Accounting; MST preferred
• CPA or EA required
• 10+ years of progressive tax experience, including demonstrated knowledge of limited partnerships and limited liability companies, with strong knowledge of up-to-date tax guidelines
• Strong familiarity with relevant tax credit programs, including:
  • Low-income housing tax credit (LIHTC)
  • Historic rehabilitation tax credit (HRTC)
  • New markets tax credit (NMTC)
  • Renewable energy tax credits (RETC)
• Interest in developing knowledge of community development finance and other tax credit subsidized investments
• Excellent verbal and written communication skills; works well in teams; detail oriented
• Strong organizational skills and follow-through; ability to coordinate complex activities and prioritize competing demands and deadlines

Preferred Qualifications

• Consulting and business development experience

Compensation & Benefits

• Competitive salary and bonus plan
• Comprehensive benefits package, including subsidized medical and dental, 401(k), life insurance, and disability coverage
• Generous and flexible PTO
• Work-from-anywhere flexibility (Westborough, Boston, hybrid, or remote)
• On-staff leadership and professional development coaching and training
• Complimentary consultations with wealth management advisors
• Abundant learning and development (CPE) catalog and resources
• Firm-sponsored memberships (AICPA and State CPA Society)
• Professional learning resources and programs
• Peer-driven and partner-nominated awards
• Team member referral incentives
• Full access to the organization’s Automation Center of Excellence to streamline manual processes

The salary range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At the organization, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current salary range for this role is $138,000 – $175,000 per year, not inclusive of bonus potential.

Location

This position is remote; occasional travel to client locations, corporate meetings, and trainings may be required to facilitate effective collaboration and engagement.

Additional Information

• All information will be kept confidential according to EEO guidelines.
• The organization is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. Accommodations are available for applicants with disabilities.