Tax Manager - Real Estate Partnerships / Private Equity

Overview

This role is for a Tax Manager specializing in Partnerships and Real Estate within a fully remote CPA firm serving real estate investors, syndicates, and fund managers across the United States. The position focuses on managing tax compliance and client relationships in the real estate niche, with an emphasis on partnership taxation.

Responsibilities

• Conduct final reviews, sign, and deliver multi-state Individual, Partnership, and S-Corporation tax returns along with supporting workpapers.
• Provide clients with a summary of their tax returns via video or phone, highlighting key areas.
• Serve as the primary client relationship manager, maintaining strong communication and managing client expectations.
• Set clear performance goals for team members, monitor progress, and hold staff accountable to deadlines, quality, and revenue metrics.
• Conduct coaching, training sessions, and monthly goal check-ins to support professional growth and client service excellence.
• Adhere to professional ethics and client confidentiality policies.
• Communicate firm goals, objectives, and processes clearly to team members and ensure consistent execution.
• Act as a subject matter expert in multi-state and real estate taxation, leading technical research and advising on complex transactions.
• Oversee resolution of client notices and audits, coordinating communication among clients, agencies, and staff.
• Lead or contribute to firm initiatives such as proposals, training development (CPE), and efficiency or innovation committees.
• Collaborate with senior management and staff to resolve engagement issues.
• Stay current on tax law changes and mentor team members to enhance technical skills and service quality.
• Respond promptly to communications from peers, supervisors, and clients.
• Recommend additional firm services beneficial to clients, such as bookkeeping and tax advisory.

Measures for Success

• Client retention and cross-selling effectiveness.
• Consistent adherence to internal deliverable deadlines.
• Meeting internal quality and revenue standards.
• Positive employee engagement and feedback regarding accountability, leadership, and development.

Remote Work Expectations

• Maintain a quiet, distraction-free workspace during standard U.S. work hours (8:00 a.m. - 5:00 p.m. local time).
• Dress business casual for client interactions.
• Use video for at least 80% of communications.
• Laptop and annual $500 technology reimbursement provided.

Qualifications

Required

• Bachelor's degree in accounting from an accredited institution.
• CPA certification.
• Minimum of 5 years of relevant professional experience, with significant focus on partnership taxation in public accounting or similar.
• Expertise in real estate partnership taxation, including 1031 exchanges, IRC 704(b)/(c) allocations, basis adjustments, tiered structures, and capital account maintenance.
• Direct experience serving real estate clients such as syndicates, Tenants-in-Common, joint ventures, real estate funds, and operating or development companies.
• Proven leadership in managing client relationships and tax professional teams.
• Experience preparing and reviewing multi-state tax returns.

Preferred

• Master's degree in Taxation or Accountancy.
• Prior experience reviewing complex real estate partnership returns at a sign-off level.
• Familiarity with modern tax technology, automation, and research tools.
• Personal experience as a real estate investor.

Compensation & Benefits

• Total compensation range: $117,000 - $160,000.
• Unlimited vacation and sick days.
• Health insurance and 401(k) matching.
• Structured mentorship and clear career advancement pathways.

Location

• Fully remote position with team members located throughout the United States.
• Must maintain availability during standard U.S. business hours in your local time zone.