Real Estate Tax Senior

Responsibilities

• Prepare and review federal partnership tax returns, including Forms 1065 and associated Schedule K-1s, for real estate investments, joint ventures, and related entities.
• Assist with individual income tax return preparation for firm principals.
• Maintain tax work papers, partner basis schedules, capital account reconciliations, and supporting documentation.
• Coordinate state and local tax compliance, including extensions, estimated payments, and tracking of tax liabilities, refunds, and credits.
• Prepare composite returns, nonresident withholding filings, and evaluate pass-through entity tax elections across applicable jurisdictions.
• Support real estate tax reporting requirements, including property-level income and expense disclosures and coordination with internal accounting and property management teams.
• Address investor and advisor questions related to K-1s, tax documentation, and state filing requirements.
• Research and resolve tax notices while coordinating with external accounting firms and maintaining organized compliance records.
• Conduct tax research and summarize findings to support compliance decisions and planning initiatives.
• Partner with accounting, legal, investment, and investor relations teams on entity-level tax matters.
• Assist with improving tax preparation procedures, technology utilization, and documentation standards.
• Monitor compliance calendars and coordinate deliverables to ensure timely filing and payment across multiple entities.

Qualifications

• Bachelor's degree in Accounting or a related field; a Master's in Taxation is a plus.
• Approximately 2–5 years of relevant tax experience, ideally within public accounting, with exposure to real estate partnerships, investment entities, or complex pass-through structures.
• Strong understanding of partnership taxation, including Form 1065 preparation, Schedule K-1 reporting, and multi-state compliance.
• Experience with tax preparation software such as CCH Axcess, Pro System fx, or comparable platforms.
• Willingness to work additional hours during peak tax seasons and critical filing periods.