Real Estate Tax Partner

Madison-Davis; Boca Raton (FL); On-site; USD 250,000 - 450,000; Full time

Job summary

Madison-Davis, LLC is seeking a Real Estate Tax Partner to lead the advisory and compliance practice for real estate owners, developers, funds, and related entities. The role emphasizes strategic tax planning, complex transaction structuring, and team mentorship within a growing tax practice.

You will guide allocations, evaluate waterfall structures, and drive business development while staying abreast of evolving tax laws affecting real estate.

Qualifications

• CPA certification preferred.
• Significant experience within real estate taxation.
• Strong knowledge of partnership taxation and real estate structures.
• Experience advising real estate funds, developers, REITs, or owner/operators preferred.
• Proven client management and leadership experience.
• Strong communication and business development skills.

Responsibilities

• Oversee preparation and review of tax returns for real estate clients (partnership, corporate, and individual).
• Advise on real estate transactions, acquisitions, dispositions, and entity structuring.
• Provide guidance on partnership allocations, waterfall structures, and real estate investment vehicles.
• Develop and maintain relationships with real estate owners, operators, and investors.
• Identify tax planning opportunities related to real estate investments and operations.
• Mentor and develop team members while reviewing work for quality.
• Support business development and cultivate new client relationships.
• Monitor changes in tax legislation impacting real estate industry.

Skills

CPA certification

Real estate taxation

Leadership experience

Client management

Business development

Communication skills

Partnership taxation

Real estate structures

Education

Bachelor's degree in Accounting, Taxation, or related field

Job description

ABOUT THE ROLE

A growing public accounting and advisory firm is seeking a Real Estate Tax Partner to join its expanding tax practice. This leadership role will focus on providing strategic tax advisory and compliance services to real estate owners, developers, investment funds, and closely held businesses. The position offers the opportunity to work on complex transactions, partnership structures, and tax planning initiatives while helping drive practice growth and mentoring junior professionals.

RESPONSIBILITIES

• Oversee the preparation and review of partnership, corporate, and individual tax returns for real estate clientsAdvise clients on real estate transactions, acquisitions, dispositions, and entity structuring
• Provide guidance on partnership allocations, waterfall structures, and real estate investment vehiclesDevelop and maintain long‑term relationships with real estate owners, operators, and investors
• Identify tax planning opportunities related to real estate investments and operationsMentor and develop team members while reviewing work for accuracy and quality
• Support business development initiatives and cultivate new client relationshipsCollaborate with internal teams to provide integrated advisory solutionsMonitor changes in tax legislation impacting the real estate industry

QUALIFICATIONS

• Bachelor s degree in Accounting, Taxation, or related fieldCPA certification preferredSignificant experience within real estate taxation
• Strong knowledge of partnership taxation and real estate structuresExperience advising real estate funds, developers, REITs, or owner/operators preferredProven client management and leadership experience
• Strong communication and business development skills

Role can be based in Long Island, NYC, or South Florida.