Tax Manager - Real Estate Compliance

Overview

This is a 100% virtual Technical Tax Manager role with a team located across the United States. The organization is a real estate niche-focused CPA firm serving real estate investors, syndicates, and fund managers.

The Technical Tax Manager’s top priority is ensuring high-quality tax returns are delivered to clients. This role includes conducting technical reviews of returns prepared or reviewed by staff and seniors, providing technical feedback and mentoring, and signing the tax return for delivery.

Responsibilities

• Conduct final technical reviews of tax returns and related documents for individuals, partnerships, S-corporations, trusts, and corporations; 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 developing the team’s technical skills and work quality through mentorship and training
• Maintain strong client relationships by managing expectations and responding to client communications
• Recommend other firm services when beneficial to the client (e.g., bookkeeping services, tax advisory)

Measures for Success

• Timeliness and accuracy of deliverables and workpapers
• Client happiness rating related to tax preparation services
• 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
• Use video consistently (80% of communication is non-verbal)
• Receive a laptop and an annual $500 tech reimbursement for computer/tech accessories

Required Education and Experience

• 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
• Annual $500 tech reimbursement for computer/tech accessories

Preferred Qualifications

• Experience mentoring or supervising others through technical training and feedback
• Strong time management and communication skills
• Comfort working in an autonomous, remote environment