Tax Senior Manager - Real Estate
Elliott Davis · Broward County, FL · 3 wk ago
HybridManagementFull-time
Responsibilities
- Develop and sustain excellent customer relationships with some of the top real estate companies in our markets
- Collaborate cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
- An anticipatory, analyze and observe industry trends to advise customers through times of disruption and uncertainty
- Continuously build and improve specialty area knowledge for professional development
- Perform technical review of tax returns and conduct tax research needed to produce an accurate and efficient work product
- Review operating agreements, letters of intent, purchase agreements, as well as other tax transaction related documents
- Review and develop workpapers supporting partnership allocations, basis adjustments, and other complex tax matters
- Manage and monitor economic performance of customer engagements, including billing and collections
- Aktively communicate progress of engagements, manage workflow and ensure proper planning and coordination with the team needed to meet customer expectations
- Provide effective performance feedback and on-the-job training, celebrating and awarding excellence in performance
- Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
- Represent Elliott Davis in the business community and be active within professional organizations
- Be an active member of the local community by giving back and through services to others
Requirements
- Bachelor’s degree in Accounting, Finance or Law; Masters in Tax/LLM, preferred
- 7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and customer engagements
- Significant experience working within the real estate industry on all types of entity and individual taxes, especially Partnerships
- Experience analyzing flow-through entity distribution and profit/loss language in Operating Agreements
- CPA certification, required
- Leadership and project/team management skills
- Excellent communication and networking acumen
- Experience with tax software and technology