Sr. Tax Manager (Partnership & Real Estate Specialty)

About the role

We are seeking a Sr. Manager, Tax with specialized expertise in Partnership and Real Estate taxation to serve as a senior leader within our firm. In this high-impact role, you will manage complex pass-through entity engagements and deliver strategic tax planning and advisory services to a sophisticated client base of real estate investors, developers, operators, and partnership structures. Working collaboratively with Partners, you will lead the delivery of technically sound, value-added tax solutions.

Key Responsibilities

• Pass-Through Compliance & Review: Oversee and review complex federal and state partnership and LLC tax returns (Form 1065) for clients across real estate, private equity, investment, and operating businesses.
• Real Estate Tax Strategy: Lead advanced real estate engagements, including cost segregation studies, Section 1031 structured exchanges, depreciation analysis, and passive activity loss (PAL) planning.
• Structural Advisory: Advise clients on partnership design, capital account maintenance (Section 704(b)), tax basis calculations, and complex special allocations.
• Transactional Consulting: Provide proactive tax planning related to real estate acquisitions, dispositions, debt refinancing, and large-scale development activities.
• Client & Team Leadership: Serve as the primary point of contact for real estate and partnership accounts. Supervise, mentor, and evaluate tax staff and seniors through effective delegation and meaningful coaching.
• External Collaboration: Coordinate directly with attorneys, lenders, and outside financial advisors on transactional planning matters.
• Technical Research & Growth: Research complex developments in partnership and real estate tax law (Subchapter K, REIT regulations). Support business development through client outreach, presentations, and active industry involvement.

Requirements

• Experience: 8+ years of progressive public accounting experience with a heavy, demonstrable focus on partnership and/or real estate taxation.
• Education & Credentials: Bachelor's degree in Accounting or a related field; active CPA license required.
• Preferred: Master's degree in Taxation (MST) or LLM in Taxation; experience with Opportunity Zone investments, tax credit projects, or sophisticated real estate joint ventures.

Software & Technical Skills

• Proficiency with advanced tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA/Bloomberg Tax).
• In-depth knowledge of Subchapter K, real estate tax rules, and passive activity regulations.

Attributes

• Exceptional analytical, research, and written communication skills with a proven track record of managing multiple complex client relationships simultaneously.

Why Join Us?

We are an established, growth-oriented CPA firm that prides itself on exceptional client service, specialized technical expertise, and a highly collaborative team culture. We actively invest in our people and support a sustainable, rewarding path toward leadership.

Comprehensive Benefits

• Generous medical, dental, and vision insurance packages.
• Financial & Retirement Security: Competitively structured base salary, performance incentives, and a robust retirement plan.
• Professional Growth: Full reimbursement and support for ongoing Continuing Professional Education (CPE) and real estate professional memberships.
• Time Off: Highly competitive paid time off (PTO) program to support work-life balance throughout the year.