Tax Senior - Real Estate

Overview

This role supports comprehensive tax services for individual and business clients in the real estate sector. As a Tax Senior in the Real Estate Group, you will prepare and review intermediate-level returns, ensure accuracy and compliance with applicable regulations, and oversee engagements by delegating assignments and guiding associates. You will also mentor colleagues through constructive feedback and support.

Responsibilities

• Apply tax knowledge to intermediate-level flow-through returns and all levels of individual returns
• Review basic tax return engagements
• Analyze business transactions effectively
• Perform complete and efficient reviews of individual and business tax returns, providing guidance to other staff
• Gather data from clients, internal teams, and third-party sources
• Conduct tax research and evaluate alternatives to meet client objectives
• Resolve open items and issues encountered on assigned engagements
• Monitor engagement economics by managing budgets and seeking efficiencies
• Direct and control concurrent assignments through completion
• Manage the bottom line for assigned engagements and identify individual productivity opportunities; serve as a subject-matter expert in one or more technical areas
• Teach, develop, and oversee staff through engagements; delegate assignments and tasks
• Provide honest, objective, and constructive feedback in a timely manner
• Collaborate to identify and pursue opportunities among existing customers
• Serve as a mentor and role model through participation in firm committees, departmental matters, and events
• Perform other duties within the scope of practice

Requirements

• Bachelor’s degree in Accounting or Finance
• 2+ years of recent public accounting experience
• CPA certification or significant progress towards certification
• Real Estate experience preferred, but not necessary
• Ability to prepare and/or review a complete set of financial statements
• Strong oral and written communication skills
• Effective analytical and problem-solving ability
• Strong time and work management skills

Compensation & Benefits

Benefits include:

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, and 4 weeks of paid and caregiver leave (once eligible)
• Health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs
• Access to a program with experiences designed to expand personal and professional growth

Location

The organization has nine offices in the fastest growing cities in the US.

Physical Requirements

While performing the duties of this job, the employee is:

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities, including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• Use written and oral communication skills
• Read and interpret data, information, and documents
• Observe and interpret situations
• Work under deadlines with frequent interruptions
• Interact with internal and external customers and others in the course of work

ADA Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.