Tax Director – Real Estate

Responsibilities

• Research and analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues and accounting methods, and other matters.
• Transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint venture, fund and REIT/blocker structures.
• Manage REIT tax structuring and due diligence projects for real estate acquisition transactions.
• Consult and advise on like‑kind exchanges and reverse like‑kind exchanges focusing on tax implications with respect to boot and liabilities.
• Assist with the review of fund documents, joint venture/lower‑tier partnership agreements and the tax consequences of the economic agreements (tax allocations, distribution preferences, etc.).
• Draft emails and memos.
• Review tax projections, tax work papers and tax returns for clients in the real estate industry including partnerships and REITs.
• Oversee and manage the tax return process including identification and resolution of tax issues.
• Monitor and review legislative and administrative updates impacting real estate, REITs, real estate private equity, and debt fund clients, including development of related internal and external content.
• Draft firm‑wide alerts on current developments in federal income tax.
• Assist with firm‑wide trainings in federal income tax.

• Bachelor's degree in accounting or equivalent field.
• 4+ years of tax compliance and/or tax consulting experience with a niche focus on real estate, REITs, private equity, or emerging businesses.
• CPA or IRS Enrolled Agent Certification.