Tax Senior Associate - Real Estate Funds & Real Estate Investment Trust

Overview

Tax Senior Associate role focused on tax compliance and review for real estate funds, holding entities and REITs, with responsibility for developing and training staff.

What you'll do

• Review medium complex tax returns, including real estate fund, holding entity and property partnership returns (Form 1065), REIT returns (Form 1120-REIT) and corporate blockers (Form 1120).
• Review state and local tax returns, composite and withholding filings for clients in the real estate industry.
• Review quarterly and annual REIT compliance testing.
• Meet client, internal and statutory deadlines.
• Perform, document and summarize research and conclusions on specific tax issues.
• Develop, motivate and train staff-level and intern team members.
• Interact directly with clients and onshore teams on questions, planning and concerns.
• Stay up to date on current tax practices and changes in tax law.
• Perform other duties as assigned.

What you'll need

• 4+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm in the real estate industry.
• Bachelor's Degree in Accounting or related field.
• Must be eligible to sit for the CPA exam, EA or a licensed JD.
• Ability to work closely with clients and onshore teams to answer questions or collect necessary information for tax service requirements.
• Experience preparing and reviewing returns.
• Effective verbal and written communication skills.

Nice to have

• Master of Accounting.
• CPA or EA.
• Experience with a national or large regional accounting firm.
• Working knowledge of tax code and technical aspects of tax preparation and compliance.
• Strong technical skills in accounting and tax preparation within the real estate industry; review experience a plus.
• Experience dealing with international tax matters a plus.
• Experience dealing with real estate debt matters a plus.

Details

• Some travel may be required, varying by location, line of business and client need.
• Flexibility in schedule offered.