Tax Manager, Real Estate at Geffen Mesher & PC Portland

Job Description

Job Description

Description:

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client‑centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full‑service Tax planning, spanning several industries.

We are seeking a Tax Manager to join our Real Estate team. As a leader, you should be able to manage the people who support you and the engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference.

Whether you intend to specialize or gain exposure across many service lines, you won’t be limited at Geffen Mesher.

Requirements:

• Manage and coordinate tax compliance and advisory work for our real estate clients.
• Review Federal, Multi‑State and local Partnership tax returns.
• Lead client relationships on day‑to‑day tax matters supporting partners with service execution and development of extended services.
• Research and consult on technical matters and special projects.
• Build and manage client relationships while developing and maintaining business development leads.
• Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service.
• Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards.
• Identify and communicate internal service improvement opportunities.
• Solve strategic issues requiring analytical skills and an in‑depth understanding of tax regulations.
• Work jointly with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries.
• Adhere to the core values and standards of the organization.
• Serve as an advisor to tax staff at various levels of experience.

• Bachelor's degree in business, accounting or a similar discipline.
• Five plus years recent experience in public accounting.
• Demonstrated supervisory experience in public accounting.
• CPA certification strongly preferred.
• Strong verbal and written communication skills.
• Real estate related experience with lessors, developers, and private equity real estate funds.
• Understanding of 704b book‑ups and 704c adjustments.
• Knowledge of Opportunity Zones.
• Section 1031 exchange transaction consulting and reporting.
• Experienced with Waterfall and Targeted Capital allocation provisions of a partnership.
• Understanding of 163j business interest limitations
• Understanding partnership basis adjustments under Section 754, 734(b), and 743(b).
• Willingness to lead internal training on real estate related topics.
• Willingness to dig into new legislation and assist the team with understanding the impact on real estate clients.
• Proficient in MS technology suite.

• Tax Manager: 5+ years with the above and people management experience.

we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Companies by the Portland Business Journal.

Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid‑sized firm with a small firm feel. Our shareholders are humble, down‑to‑earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth…