Tax Senior - Real Estate

Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? This role involves consulting for major players in partnerships, Subchapter K, and REITs.

About the Team

As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address critical issues driven by regulatory changes, competition, globalization, advances in technology, and evolving customer demands. Our cross-functional industry group includes over 2,800 partners, managers, and staff, offering assurance, advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of investment management companies. Clients include investment advisers, administrators, investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.

Responsibilities

• Perform detail-level reviews of partnership work papers, allocations, and tax returns.
• Prepare materials and conduct research for consulting projects related to tax planning opportunities.
• Coordinate and communicate with client contacts to gather information for tax return completion.
• Train, mentor, and supervise new and experienced tax staff.
• Attend required Deloitte Tax LLP and sector-specific trainings.
• Identify complex tax issues and provide tax analysis for various entities and their affiliates.

Requirements

• Ability to work within a hybrid model, co-locating in person 2–3 days per week.
• Bachelor’s degree in accounting, finance, or a related business field.
• 3+ years of experience providing tax planning services or preparing client work papers and income tax returns.
• Basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds.
• Willingness to travel up to 25%, based on client and industry needs.
• One of the following active accreditations (or in process, or ability and willingness to obtain):
  • Licensed CPA in state of practice/primary office (if eligible to sit for the CPA).
  • Licensed attorney (if not CPA eligible).
  • Enrolled Agent.
  • Chartered Financial Advisor (CFA).
  • Certified Financial Planner (CFP).

Preferred Qualifications

• Advanced degree such as a Master’s in Taxation, JD, and/or LLM.
• Experience working in a virtual and/or global environment.
• Passion for leveraging technology and exploring new solutions.
• Experience with accounting for income taxes in accordance with ASC 740.
• Previous Big 4 or large CPA firm experience.
• Strong verbal and written communication skills, including listening, interpersonal, and facilitation abilities.

Pay

The wage range for this role is $74,925 to $153,000, taking into account factors such as skill sets, experience, training, licensure, certifications, and business needs. Compensation decisions depend on individual and organizational performance. You may also be eligible for a discretionary annual incentive program, subject to program rules.