Senior Tax Associate | Real Estate

Well-established real estate investment firm is seeking a talented Senior Tax Accountant to join its growing tax team. This is an excellent opportunity for a tax professional with strong corporate tax experience to take on a visible role supporting a diverse portfolio of real estate investments.

The successful candidate will play an integral role in overseeing tax compliance, reviewing complex partnership and corporate tax filings, collaborating with external accounting firms, and partnering with internal stakeholders to ensure accuracy, efficiency, and timely reporting. This position also offers the opportunity to contribute to process improvements, support the transition of tax functions in-house, and mentor developing accounting professionals.

Key Responsibilities

• Oversee the review of federal, state, and local income tax returns for a portfolio of real estate property partnerships, ensuring accuracy and timely filing.
• Gather and analyze financial and accounting information, resolve discrepancies, and collaborate with internal departments to address tax-related questions and issues.
• Review tax returns and communicate findings, recommendations, and review comments to third-party tax accounting firms.

• Research and resolve complex or escalated tax issues in a timely and effective manner.
• Review partnership agreements, corporate documents, and other legal documentation to ensure tax filings accurately reflect governing agreements and transactions.
• Collaborate with internal accounting and finance teams to ensure transactions are properly recorded and tax reporting requirements are met.
• Support annual tax reporting requirements for investors and other stakeholders.
• Participate in the development and implementation of strategies to bring tax return preparation functions in-house, including leveraging centralized resources and improving operational efficiencies.
• Review federal and state taxable income calculations and tax returns for upper-tier partnerships, corporations, and disregarded entities.
• Assist with the preparation, coordination, electronic filing, and distribution of federal and state tax returns.
• Research tax regulations, monitor legislative and regulatory changes, and identify potential tax planning opportunities and compliance requirements.
• Coordinate tax return filing calendars, documentation, and administrative processes to ensure deadlines are consistently met.
• Research, resolve, and respond to federal and state tax notices.
• Provide support for special projects, ad hoc reporting, and tax-related analyses as needed.
• Mentor and support the professional development of staff accountants while contributing to a collaborative, high-performing team environment.

Qualifications

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of relevant experience in public accounting or a corporate tax department.
• Strong working knowledge of federal and state partnership and corporate taxation.
• Experience reviewing complex tax information and analyzing situations that require consideration of multiple factors.
• Ability to exercise sound judgment and independently determine appropriate courses of action within established guidelines.
• Strong analytical, organizational, and problem-solving skills, with exceptional attention to detail.
• Excellent written and verbal communication skills, including the ability to interact effectively with internal stakeholders and external accounting firms.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, deadline-driven environment.
• Proven ability to collaborate across departments and work effectively with cross-functional teams.
• Advanced Microsoft Excel proficiency and experience with professional tax preparation software.
• Ability to work independently, take ownership of assignments, and adapt to evolving business needs.

Preferred Qualifications

• CPA certification and/or an advanced degree in Taxation.
• Big Four public accounting experience.
• Prior experience with real estate income taxation, particularly partnership taxation.
• Experience with complex partnership structures and multi-entity tax compliance.