Tax Manager - Partnerships and Syndications

Overview

This fully remote (100% virtual) Tax Manager role supports a US-based team.

Compensation: $117,000 to $135,200 + Performance Bonus between 0% and 10%

Benefits include: Unlimited PTO & sick leave, comprehensive health insurance, 401(k) matching, annual tech stipend, and paid CPE/trainings.

The Tax Manager will lead the specialized real estate practice, focusing on complex multi-tier partnership structures (Subchapter K), S-Corporations, and high-net-worth individual returns, supporting Real Estate Investors, Syndicates, and Fund Managers.

Responsibilities

• Conduct final reviews of complex partnership, syndication, and multi-state returns; sign tax returns and deliver to clients
• Provide a brief recap video or phone call to walk clients through the return and highlight key tax positions
• Serve as a subject matter expert in Subchapter K, special allocations (Section 704(b) and 704(c)), capital account maintenance, and complex real estate transaction structuring
• Provide best-in-class client service as the primary client relationship manager by proactively managing expectations and leading resolutions on tax notices/audits
• Recommend additional firm services (e.g., bookkeeping services, tax advisory)
• Conduct regular coaching and training sessions and monthly goal check-ins to upskill preparers and senior accountants, remove blockers, foster accountability, and encourage professional growth
• Set clear performance targets, monitor progress, and drive team adherence to internal deadlines, revenue targets, and quality standards
• Collaborate with Senior Managers and firm leadership on continuous process improvement, tax technology stack automation, and efficiency/innovation committees
• Participate in and assist teamwide initiatives to drive process improvements, improve cross-team communication, and enhance client service

Measures for Success

• Client retention & cross-selling: High annual client retention rates and proactive identification of advisory opportunities
• Timeliness of deliverables: Consistent delivery against internal deadlines
• Quality & revenue: Consistent attainment of internal quality, realization, and revenue targets
• Employee experience: Engagement and upward feedback surveys reflecting accountability, satisfaction, leadership, support, and staff development

Expectations for Remote Work

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Use video for communication (80% non-verbal)
• Laptop provided and an annual $500 tech reimbursement for computer/tech accessories

Requirements

• Bachelor’s degree in accounting from an accredited college or university
• Minimum of 5 years of progressive public accounting tax experience, with extensive exposure to partnership taxation, real estate syndications, or private equity funds
• CPA or EA certification required, as this role is responsible for signing tax returns

Preferred Qualifications

• Experience overseeing and coaching tax teams through performance targets, deadlines, and quality/revenue standards
• Demonstrated ability to lead client relationships and resolve tax notices/audit matters
• Strong familiarity with complex real estate tax structures and partnership allocation concepts