Tax Manager - Real Estate

Responsibilities

• Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs.
• Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.
• Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041.
• Aid in tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies.
• Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.
• Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses.
• Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures.
• Build and maintain strong client relationships through effective communication, timely service delivery, and project management.
• Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions.
• Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.
• Ensure timely and accurate preparation, review, and filing of all required tax forms.
• Contribute to business development initiatives and departmental process improvements.
• Collaborate with cross-functional teams on complex tax provisions and related accounting issues.
• Perform additional duties and special projects as needed.

Qualifications

• Bachelor's degree in Accounting or related field
• CPA License preferred
• Minimum of 5 years of experience in tax accounting
• Advance knowledge of partnership tax, real estate taxation, and relevant tax compliance issues
• Excellent communication, leadership and organizational skills
• Experience managing tax engagement and supervising staff
• Ability to work effectively in a team environment

Pay

The annual base salary range for this role is $130,000-$160,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Schedule

Pacific or Central Time candidates are preferred for remote candidates.