Senior Tax Manager – CPA

• Own final professional sign-off on partnership returns for real estate sponsors, funds, family offices, and operating entities
• Advise clients on entity structuring, transactions, distributions, and inbound investor matters, including foreign investor structures
• Serve as the senior point of contact on key accounts
• Lead kickoffs, planning conversations, and year-end tax strategy sessions
• Build trusted relationships with clients and manage engagements from initial planning through final delivery
• Lead and develop a team of experienced reviewers and preparers
• Coordinate effectively with offshore prep teams
• Partner with leadership on service design, pricing, and go-to-market strategy for tax offerings
• Help define processes, standards, and best practices while contributing to the growth and evolution of the tax practice

• 4-6+ years in public accounting with a clear track record managing partnership tax engagements
• Active CPA license (or EA registration)
• Deep partnership tax experience with a real estate focus, including sponsors, funds, JVs, syndications, and family offices
• Experience with foreign investors and offshore investment structures, including Blocker, REIT, and treaty considerations
• Hands‑on experience with partnership tax software (e.g., CCH Axcess, Pro System fx, GoSystem, or Drake)
• Strong written and verbal communication skills, with the ability to confidently advise a sponsor's CFO while also explaining complex tax concepts to less experienced investors
• Strong judgment, critical thinking, and problem‑solving abilities
• Comfort with tech‑driven, AI‑assisted tax workflows and genuine curiosity about where the industry is going
• Experience coordinating with offshore or outsourced prep teams
• CCH Axcess experience specifically
• Familiarity with 1031 exchanges, cost segregation, and other real‑estate‑specific tax matters
• Multi‑state filing exposure (especially NY, CA, TX, and FL)
• Experience managing a book of business and leading client relationships from kickoff through year‑end
• Experience building, mentoring, and managing teams of preparers and reviewers
• Professional working proficiency in Hebrew is an advantage

Demonstrates extensive partnership tax expertise with a focus on real estate, including managing complex engagements and advising clients on entity structuring and foreign investor matters. Proven ability to lead teams, build client relationships, and implement effective tax strategies.

• Partnership Tax Experience
• Active CPA License
• CCH Axcess Experience
• Foreign Investor Structures
• Team Leadership and Development

• Partnership Tax Engagement Management
• Entity Structuring
• Multi‑State Filing
• 1031 Exchanges
• Cost Segregation
• Tax Software Proficiency
• Offshore Investment Structures
• Tax Strategy Development
• Critical Thinking
• Problem‑Solving

• Strong Communication Skills
• Judgment
• Relationship Building
• Mentoring

• Active CPA License
• EA Registration

• Real Estate Tax
• Family Offices
• Syndications
• Joint Ventures
• Tax Practice Growth
• AI‑Assisted Tax Workflows

• CCH Axcess
• Pro System fx
• Go System
• Drake