Senior Director, Real Estate Tax Advisory

About the role

FTI Consulting’s Corporate Finance & Restructuring practice addresses the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. FTI Consulting’s Real Estate Solutions has a singular focus on the real estate and finance industry and the capital markets that serve it. Our services are designed to create integrated financial, tax and real estate solutions for clients having underlying value in real estate operations and assets.

Responsibilities

• Supervise team staff members
• Reports to the Senior Managing Director
• Lead day-to-day workflow management
• Responsible for real estate clients, including real estate investment trusts (REITS), family-office and private equity real estate funds
• Manage risk and financial performance of engagements
• Manage REIT and tax due diligence projects and other tax consulting engagements requiring expertise in corporate and flow-through taxation
• Anticipate client needs and advise clients on transactions/tax issues
• Deliver high quality tax service and advice
• Plan and execute training content for internal and external clients
• Encourage innovation of client solutions by utilizing technology efficiently
• Participate in and contribute to market and business activities external to the firm

Qualifications

• Undergraduate or graduate degree in Accounting
• CPA License
• 7+ years of real estate industry tax experience with a well-regarded accounting firm or direct private experience with a REIT, PE Fund or family office; 8 years overall minimum experience
• This role may require travel to clients and FTI offices

Preferred Skills

• Graduate degree in Taxation or JD
• Profound in taxation of Partnerships
• Excellent research and writing skills
• Current or previous experience in a similar position with a public accounting firm (principal, senior manager)
• U.S. Withholding Tax experience for non-U.S. Partners
• Technically strong in the taxation of REITs, Partnerships, and other flow-through entities
• General understanding of key concepts under U.S. Generally Accepted Accounting Principles (GAAP) as it relates to public REITs/PE Funds
• Strong verbal and written communication skills with the ability to articulate complex financial information
• Experience managing multiple client engagements and providing exceptional client service