Tax Senior - Real Estate

Tax Senior – Real Estate

Elliott Davis

Who We Are

Elliott Davis pairs forward‑thinking tax, assurance and consulting services with an industry‑leading workplace culture. Our nine offices – located in the fastest growing cities in the U.S. – are built on a foundation of inclusivity, collaboration and collective growth. We work daily to provide exceptional service to our people, customers and communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Job Summary

As a Tax Senior in the Real Estate Group, you will play a pivotal role in providing comprehensive tax services to individuals and business clients within the real‑estate sector. You will apply your specialized tax knowledge to prepare and review intermediate‑level returns, ensuring accuracy and compliance with relevant regulations. In this role, you will oversee and delegate assignments, guide associates, and ensure timely completion of engagements.

Your proactive approach and collaborative work environment will contribute to the overall success and growth of the firm. Additionally, you will mentor and provide constructive feedback to develop the skills of your colleagues.

Responsibilities

• Apply tax knowledge to intermediate‑level flow‑through returns and all levels of individual returns
• Review basic tax return engagements
• Analyze business transactions
• Perform complete and efficient reviews of individual and business tax returns while guiding other staff
• Gather data from customers, A&A department, and third‑party sources
• Perform tax research to propose alternatives that satisfy client objectives
• Resolve all open items/issues encountered on assigned engagements
• Actively monitor engagement economics by managing budgets and seeking efficiencies
• Direct and control concurrent assignments to successful completion
• Manage engagement productivity and become a subject‑matter expert in at least one technical area
• Teach, develop, and oversee staff through engagements; delegate assignments and tasks
• Provide honest, objective, and constructive feedback to staff in a timely manner
• Collaborate to identify and sell opportunities among existing customers
• Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
• Other duties within scope of practice

Requirements

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

WHY YOU SHOULD JOIN US

• Generous time off 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 caregiver leave (once eligible)
• First‑class health and wellness benefits, including wellness coaching and mental‑health counseling
• One‑on‑one professional coaching
• Leadership and career development programs
• Access to Beyond®, a one‑of‑a‑kind program with experiences that help you expand your life personally and professionally

ADA & Physical & Cognitive Requirements

While performing the duties of this job, the employee will be required to remain in a stationary position, use hands repetitively to operate standard office equipment, and talk or hear, both in person and by telephone. The employee must have specific vision abilities (close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus). The employee will also use written and oral communication skills, read and interpret data and documents, observe and interpret situations, work under deadlines with frequent interruptions, and interact with internal and external customers.