Senior Real Estate Tax Manager

Jobot; Phoenix (AZ); On-site; USD 225,000 - 250,000; Full time

Benefits offered by this job

Annual bonus

401(k) with profit sharing

Medical, dental, vision

Disability insurance

PTO and holidays

Hybrid schedule

CPA reimbursement

Mentoring program

Casual dress

Job summary

Jobot is seeking a Permanent Senior Real Estate Tax Manager to join our Accounting + Finance team in Phoenix. You will manage real estate tax projects, ensure compliance with federal, state, and local laws, and advise UHNW clients and RE entities.

We offer competitive compensation ($225k–$250k per year), an annual bonus tied to goals, comprehensive benefits, generous PTO, and a hybrid schedule. A CPA, MST, JD, or LLM is preferred; 3+ years in real estate tax with partnerships and corporations;

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA, MST, JD, or LLM highly preferred.
• Minimum 3 years in real estate tax with partnerships and corporations.
• Proficiency with CCH Axcess or similar tax software.
• Strong analytical and problem-solving skills.
• Excellent communication and ability to explain complex tax concepts.
• Strong project management and ability to meet deadlines.
• Commitment to exceptional client service and relationships.
• Proactive in staying updated with real estate tax laws.

Responsibilities

• Manage and review real estate tax projects for compliance.
• Advise on real estate tax implications of acquisitions, dispositions, restructurings.
• Implement tax strategies to optimize client positions.
• Navigate IRC 704c, 754, 1031, 1033 and hypothetical liquidation.
• Use CCH Axcess to manage tax compliance and planning.
• Prepare and review complex real estate tax returns.
• Coordinate with team to deliver services.
• Stay updated on real estate tax laws and inform clients.

Skills

Real estate tax

Tax regulations

Analytical skills

Communication

Project management

Client service

Education

Bachelor's in Accounting/Finance

CPA MST JD LLM preferred

Tools

CCH Axcess

Job description

Senior Real Estate Tax Manager

$225000 - $250000 per year | Phoenix, AZ | On-site | Permanent

CPA firm working with UHNW individual clients and RE entities

CPA firm working with UHNW individual clients and RE entities

Why join us?

• Competitive Compensation: Base salary aligned to experience and growth plan, plus an annual bonus tied to goals set within that plan -401(k) with Profit Sharing
• Comprehensive Benefits: Medical, dental, vision, critical illness, life insurance, short term and long term disability
• Generous PTO, Health and Wellness Time, and Paid Holidays
• Structured Growth: Quarterly review of your growth plan and performance, with a robust mentoring program built around it
• Professional Development: Internal and external CPE, staff development program, and CPA reimbursement
• Work Life Balance: Hybrid schedule, with a casual dress environment on non client facing days

Job Details

Job Details:

Are you passionate about real estate and taxation? Do you have a knack for navigating complex tax regulations? If so, we have an exciting opportunity for you! We are currently seeking a Permanent Real Estate Tax Manager to join our dynamic Accounting + Finance team. This role offers the chance to work in a fast-paced, challenging, and rewarding environment, where you will be able to apply your skills and knowledge in real estate tax regulations to help our clients navigate the complexities of the industry.

Responsibilities

• 1. Managing and reviewing real estate tax projects, ensuring compliance with federal, state, and local tax laws and regulations.
• 2. Providing expert advice on real estate tax implications for property acquisitions, dispositions, and restructurings.
• 3. Implementing tax strategies to optimize clients' tax positions and ensure tax efficiency.
• 4. Navigating complex tax regulations, including IRC 704c, 754, 1031, 1033, and hypothetical liquidation.
• 5. Using CCH Axcess to manage tax compliance and planning, and to streamline tax workflows.
• 6. Preparing and reviewing complex tax returns for real estate clients.
• 7. Coordinating with other team members to ensure seamless delivery of services to clients.
• 8. Keeping abreast of the latest developments in real estate tax laws and regulations, and providing updates to the team and clients as necessary.

Qualifications

• 1. A bachelor's degree in Accounting, Finance, or a related field. A CPA, MST, JD, or LLM degree is highly preferred.
• 2. A minimum of 3 years of experience in real estate tax, with a focus on partnerships and corporations.
• 3. Deep understanding of tax regulations, including IRC 704c, 754, 1031, 1033, and hypothetical liquidation.
• 4. Proficiency in using CCH Axcess or similar tax software.
• 5. Strong analytical and problem-solving skills, with the ability to navigate complex tax issues.
• 6. Excellent communication and interpersonal skills, with the ability to explain complex tax concepts in a clear and concise manner.
• 7. Strong project management skills, with the ability to manage multiple projects simultaneously and meet tight deadlines.
• 8. A commitment to providing exceptional client service and maintaining strong client relationships.
• 9. A proactive approach to learning and staying updated with the latest developments in real estate tax laws and regulations.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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