Senior Tax Associate Real Estate

Madison-Davis; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Madison-Davis, LLC is seeking a Senior Tax Associate to join its Real Estate Advisory practice in New York. You will work with real estate owners, developers, investors, and high-net-worth individuals on complex tax compliance and advisory engagements, focusing on partnership taxation and structuring.

The ideal candidate has 2+ years of public accounting tax experience, a solid understanding of Subchapter K, and a drive to deepen expertise in real estate transactions.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA preferred.
• 2+ years of public accounting tax experience.
• Experience serving real estate clients and preparing partnership tax returns.
• Strong knowledge of Subchapter K, partnership allocations, and tiered entity structures.
• Experience with real estate tax planning and compliance.
• Proficiency with tax software such as GoSystem, CCH Axcess, or similar platforms.
• Advanced Microsoft Excel skills.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple engagements in a fast-paced, client-focused environment.

Responsibilities

• Prepare and review federal, state, and local tax returns for partnerships, LLCs, flow-through entities, and high-net-worth individuals.
• Support tax compliance for real estate operating companies, investment entities, and holding structures.
• Analyze partnership agreements, capital accounts, allocations, and waterfall structures.
• Prepare book-to-tax adjustments, depreciation schedules, and tax basis calculations.
• Assist with tax planning related to entity structuring, acquisitions, dispositions, refinancings, and 1031 exchanges.
• Conduct tax research and prepare technical memoranda on complex real estate tax matters.
• Partner with Managers and Partners to deliver tax planning and advisory solutions.
• Manage multiple client engagements while ensuring timely, high-quality deliverables.
• Review the work of junior staff and provide coaching and mentorship.
• Stay current on tax legislation and industry developments affecting real estate clients.

Skills

Public accounting tax experience

Real estate tax planning

Partnership taxation / Subchapter K

Tax return preparation

GoSystem / CCH Axcess

Excel advanced

Analytical skills

Client communication

Mentoring junior staff

Entity structuring

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

GoSystem

CCH Axcess

Job description

ABOUT THE ROLE

A leading public accounting and advisory firm is seeking a Senior Tax Associate to join its Real Estate Advisory practice. This role provides the opportunity to work with a diverse portfolio of real estate owners, developers, investors, and high-net-worth individuals on complex tax compliance and advisory engagements. The ideal candidate has a strong background in partnership taxation, enjoys solving technical tax issues, and is looking to further develop expertise in real estate transactions and structuring.

RESPONSIBILITIES

• Prepare and review federal, state, and local tax returns for partnerships, LLCs, flow-through entities, and high-net-worth individuals.
• Support tax compliance for real estate operating companies, investment entities, and holding structures.
• Analyze partnership agreements, capital accounts, allocations, and waterfall structures.
• Prepare book-to-tax adjustments, depreciation schedules, and tax basis calculations.
• Assist with tax planning related to entity structuring, acquisitions, dispositions, refinancings, and 1031 exchanges.
• Conduct tax research and prepare technical memoranda on complex real estate tax matters.
• Partner with Managers and Partners to deliver tax planning and advisory solutions.
• Manage multiple client engagements while ensuring timely, high-quality deliverables.
• Review the work of junior staff and provide coaching and mentorship.
• Stay current on tax legislation and industry developments affecting real estate clients.

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA preferred.
• 2+ years of public accounting tax experience.
• Experience serving real estate clients and preparing partnership tax returns.
• Strong knowledge of Subchapter K, partnership allocations, and tiered entity structures.
• Experience with real estate tax planning and compliance.
• Proficiency with tax software such as GoSystem, CCH Axcess, or similar platforms.
• Advanced Microsoft Excel skills.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple engagements in a fast-paced, client-focused environment.