Tax Manager - Partnerships and Syndications

Overview

This remote (100% virtual) Tax Manager role is responsible for leading the organization’s specialized real estate tax practice, with a dedicated focus on complex multi-tier Partnership structures (Subchapter K), S-Corporations, and high-net-worth individual returns. The position plays a key role in team leadership, tax compliance oversight, and strong client relationship management.

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 service to clients as the primary client relationship manager, including proactive expectation management.
• Lead resolution on tax notices/audits and recommend additional services (e.g., bookkeeping services, tax advisory).
• Conduct regular coaching and training sessions and hold monthly goal check-ins to upskill preparers and senior accountants, remove blockers, and support professional growth.
• Set clear performance targets, monitor progress, and drive adherence to internal deadlines, revenue targets, and quality standards.
• Collaborate with Senior Managers and firm leadership on continuous process improvement, tax tech stack automation, and efficiency/innovation committees.
• Participate in teamwide initiatives focused on process improvements and cross-team communication to enhance client service.

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 leading and coaching across all staff levels.
• Demonstrated ability to set performance goals and drive accountability against deadlines, quality, and revenue metrics.
• Strong communication and listening skills, including the ability to explain complex tax matters clearly.

Measures for Success

• Client retention and proactive identification of advisory opportunities.
• Consistent meeting of internal deliverable deadlines.
• Consistent achievement of internal quality, realization, and revenue targets.
• Employee experience reflected in engagement and upward feedback surveys, covering accountability, satisfaction, leadership, support, and development.

Compensation & Benefits

• Base salary: $117,000 to $135,200
• Performance bonus: between 0% and 10%
• Unlimited PTO & sick leave
• Comprehensive health insurance
• 401(k) matching
• Annual tech stipend
• Paid CPE/trainings
• Laptop provided, plus an annual $500 tech reimbursement for computer/tech accessories

Location

• 100% Virtual / Remote (US-Based)

Remote Work Expectations

• Maintain a clean background with no noise or distractions.
• Business casual attire for client interactions.
• Always use video (80% of communication is non-verbal).