Tax Manager - Real Estate Tax (US)

Overview

The organization is seeking a Tax Manager specializing in real estate partnership taxation to join a growing tax practice.

This is a virtual (remote), full-time role responsible for managing and reviewing complex real estate partnership tax engagements, providing technical leadership, and serving as a trusted advisor to clients.

Responsibilities

• Manage complex real estate partnership tax engagements from planning through completion
• Oversee and review federal and state partnership tax returns, including Form 1065 and Schedule K-1s
• Review partnership allocations, capital accounts, basis calculations, and supporting tax workpapers
• Review tax treatment related to real estate acquisitions, dispositions, contributions, distributions, refinancings, and ownership changes
• Review and resolve complex partnership tax issues, including:
  • 704(b) capital accounts
  • 704(c) allocations
  • target capital allocations
  • basis step-ups
  • Section 754 elections
  • 743(b) adjustments
• Serve as a primary point of contact for assigned clients and manage engagement communications
• Identify missing information and drive resolution of technical and accounting issues
• Review work prepared by Associates and provide technical guidance and feedback
• Train and mentor tax professionals and contribute to development of the tax team
• Manage engagement timelines, workflow, and deliverables during peak compliance periods
• Perform and oversee tax research and communicate technical conclusions to clients and internal teams
• Collaborate with accounting, bookkeeping, and advisory teams on client matters
• Identify opportunities to improve engagement efficiency, profitability, and client service
• Help develop standardized processes and leverage technology, automation, and AI to improve tax workflows

Requirements

• 4+ years of progressive public accounting tax experience, with significant experience in real estate partnership taxation
• Strong technical knowledge of partnership taxation, including 704(b) capital accounts, tax basis, 704(c) allocations, target capital allocations, and related partnership adjustments
• Experience reviewing complex partnership tax returns and workpapers and providing technical guidance to preparers
• Demonstrated ability to manage multiple engagements, deadlines, and client relationships independently
• Strong analytical, communication, and leadership skills, with the ability to mentor and develop other tax professionals

Preferred Qualifications (not mandatory)

• Take ownership of engagements and proactively drive work forward
• Enjoy solving complex problems and exercising sound technical judgment
• Are a strong communicator who enjoys mentoring others and working directly with clients
• Look for ways to improve processes, efficiency, and the client experience

Compensation & Benefits

• Competitive salary with performance-based incentives
• Comprehensive health insurance (medical, dental, vision) fully covered for you and your family
• Up to 4% matching contribution to your 401(k) plan
• Unlimited PTO
• Flexible work arrangement
• 100% remote position

Location and Schedule

• Virtual (remote), full-time role
• Availability required between 9am–6pm EST Monday–Friday and extended busy season hours for candidates based in US