Senior Tax Manager

LeoForce; Phoenix (AZ); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Hybrid

Unlimited PTO

401K w/Match

Job summary

LeoForce is seeking a Senior Tax Manager in Phoenix to lead complex tax engagements focused on real estate and partnerships. You will guide compliance, planning, and advisory services for real estate entities while mentoring a team of tax professionals.

You will manage client relationships, work with partners on complex matters, and support business development with strategic tax solutions. A CPA or advanced degree is preferred, with 8+ years of relevant experience.

Qualifications

• 8+ years of progressive tax experience in public accounting or similar.
• Significant experience with partnership and real estate taxation.
• Strong experience preparing complex partnership returns and returns for real estate entities.
• Hands-on knowledge of IRC sections 704(c), 754, 1031, and 1033.
• Experience with partnership income allocations, capital accounts, and related methodologies.
• Proven leadership with ability to mentor tax professionals and manage client engagements.

Responsibilities

• Oversee and manage the preparation and review of complex federal, state, and local tax returns with emphasis on partnerships and real estate.
• Serve as primary tax advisor to real estate clients, guiding on complex tax matters.
• Review and advise on partnership tax issues, including IRC 704(c), 754, 1031, and 1033.
• Analyze partnership income allocations, capital accounts, and distributions including liquidation methodologies.
• Provide tax planning and advisory services for real estate acquisitions, dispositions, exchanges, and restructuring.
• Identify planning opportunities and develop strategies to minimize liabilities while staying compliant.
• Lead client engagements from planning through completion with quality and timely delivery.
• Conduct detailed tax research on federal, state, and local matters affecting real estate and partnership clients.
• Mentor and guide Managers, Seniors, and Staff Accountants; contribute to high-quality work product.
• Lead a team of tax professionals and manage client relationships as a trusted advisor.

Skills

Leadership

Mentorship

Client management

Tax planning

Real estate tax

Partnership tax

Tax research

Communication

Education

Bachelor's degree in Accounting/Finance

CPA or advanced degree preferred

Job description

Senior Tax Manager

Phoenix,AZ, US

Experience: Manager

Salary: $150,000 - $250,000 per year

Job Details

As a Senior Tax Manager, you will play a key leadership role in managing complex tax engagements with a strong focus on real estate and partnership taxation. You will work closely with real estate clients and their related entities, providing high level tax compliance, planning, and advisory services while overseeing complex partnership and real estate tax matters.

Responsibilities

• Oversee and manage the preparation and review of complex federal, state, and local tax returns, with a strong emphasis on partnerships, real estate entities, and high net worth individuals.
• Serve as a primary tax advisor to real estate clients, providing guidance on complex partnership and real estate tax matters.
• Review and advise on complex partnership tax issues, including IRC Sections 704(c), 754, 1031, and 1033.
• Analyze and review partnership income allocations, capital accounts, and distributions, including experience with hypothetical liquidation approaches and target capital account methodologies.
• Provide tax planning and advisory services related to real estate acquisitions, dispositions, exchanges, partnership restructuring, and other complex transactions.
• Identify tax planning opportunities and develop strategies to minimize tax liabilities while maintaining compliance with applicable regulations.
• Take ownership of complex client engagements from planning through completion, ensuring quality, accuracy, and timely delivery.
• Conduct and oversee detailed tax research on complex federal, state, and local tax matters affecting real estate and partnership clients.
• Review the work of Managers, Seniors, and Staff Accountants while providing technical guidance and mentorship.
• Lead and develop a team of tax professionals, helping establish priorities and ensuring high quality work product.
• Manage client relationships and serve as a trusted advisor and primary point of contact for key engagements.
• Work closely with Partners and other departments to develop solutions for complex client issues and transactions.
• Support business development efforts by identifying opportunities to expand existing client relationships and develop new business.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field. Master’s degree and/or CPA designation strongly preferred.
• 8+ years of progressive tax experience in public accounting or a similar environment.
• Significant experience with partnership and real estate taxation, preferably within a public accounting environment.
• Strong experience preparing and reviewing complex partnership tax returns and returns for real estate entities.
• Hands‑on knowledge of complex partnership tax concepts, including IRC Sections 704(c), 754, 1031, and/or 1033.
• Experience with partnership income allocations, capital accounts, and hypothetical liquidation or target capital account methodologies.
• Strong understanding of tax implications surrounding real estate acquisitions, dispositions, exchanges, financing, and partnership restructuring.
• Strong knowledge of federal, state, and local tax compliance, planning, and research.
• Demonstrated ability to independently analyze complex tax issues and develop practical solutions for clients.
• Proven leadership experience with the ability to manage, mentor, and develop tax professionals.
• Strong client management and communication skills with the ability to interact effectively with business owners, investors, and other sophisticated clients.

A bit about us

Public Accounting firm in Phoenix, AZ

Why join us?

• Hybrid
• Unlimited PTO
• 401K w/Match

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