Senior Tax Manager – CPA

Jobtailor; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Jobtailor in New York, NY seeks an experienced tax professional to own final sign-off on partnership returns for real estate sponsors, funds, and family offices. You will advise on entity structuring, inbound investor matters, and lead year-end tax strategy sessions.

You will guide a team of reviewers/preparers, coordinate with offshore prep teams, and shape service design, pricing, and growth of the tax practice.

Qualifications

• Active CPA license or EA registration.
• Deep partnership tax experience with a real estate focus.
• Experience with foreign investors and offshore investment structures.
• Hands-on experience with partnership tax software (CCH Axcess, ProSystem fx, GoSystem, Drake).
• Strong written and verbal communication; ability to advise CFOs and explain tax concepts.
• Experience coordinating with offshore/prep teams and in real estate tax matters.

Responsibilities

• Own final professional sign-off on partnership returns for real estate sponsors and funds.
• Advise clients on entity structuring, transactions, and inbound investor matters.
• Serve as senior point of contact on key accounts and lead kickoff meetings.
• Lead year-end tax strategy sessions and grow the tax practice.
• Build and manage engagements from planning through delivery; mentor teams.

Skills

Partnership tax engagement management

Entity structuring

Multi-state filing

1031 exchanges

Cost segregation

Tax strategy development

Critical thinking

Problem solving

Offshore investment structures

Team leadership

Education

Active CPA license

EA registration

Tools

CCH Axcess

ProSystem fx

GoSystem

Drake

Job description

• Own final professional sign-off on partnership returns for real estate sponsors, funds, family offices, and operating entities


• Advise clients on entity structuring, transactions, distributions, and inbound investor matters, including foreign investor structures


• Serve as the senior point of contact on key accounts


• Lead kickoffs, planning conversations, and year-end tax strategy sessions


• Build trusted relationships with clients and manage engagements from initial planning through final delivery


• Lead and develop a team of experienced reviewers and preparers


• Coordinate effectively with offshore prep teams


• Partner with leadership on service design, pricing, and go-to-market strategy for tax offerings


• Help define processes, standards, and best practices while contributing to the growth and evolution of the tax practice

Requirements

• 4-6+ years in public accounting with a clear track record managing partnership tax engagements


• Active CPA license (or EA registration)


• Deep partnership tax experience with a real estate focus, including sponsors, funds, JVs, syndications, and family offices


• Experience with foreign investors and offshore investment structures, including Blocker, REIT, and treaty considerations


• Hands‑on experience with partnership tax software (e.g., CCH Axcess, ProSystem fx, GoSystem, or Drake)


• Strong written and verbal communication skills, with the ability to confidently advise a sponsor's CFO while also explaining complex tax concepts to less experienced investors


• Strong judgment, critical thinking, and problem‑solving abilities


• Comfort with tech‑driven, AI‑assisted tax workflows and genuine curiosity about where the industry is going


• Experience coordinating with offshore or outsourced prep teams


• CCH Axcess experience specifically


• Familiarity with 1031 exchanges, cost segregation, and other real‑estate‑specific tax matters


• Multi‑state filing exposure (especially NY, CA, TX, and FL)


• Experience managing a book of business and leading client relationships from kickoff through year‑end


• Experience building, mentoring, and managing teams of preparers and reviewers


• Professional working proficiency in Hebrew is an advantage

Core Competencies

Demonstrates extensive partnership tax expertise with a focus on real estate, including managing complex engagements and advising clients on entity structuring and foreign investor matters. Proven ability to lead teams, build client relationships, and implement effective tax strategies.

Highest-signal resume keywords

• Partnership Tax Experience


• Active CPA License


• CCH Axcess Experience


• Foreign Investor Structures


• Team Leadership and Development

Hard Skills

• Partnership Tax Engagement Management


• Entity Structuring


• Multi‑State Filing


• 1031 Exchanges


• Cost Segregation


• Tax Software Proficiency


• Offshore Investment Structures


• Tax Strategy Development


• Critical Thinking


• Problem‑Solving

Soft Skills

• Strong Communication Skills


• Judgment


• Relationship Building


• Mentoring

Certifications & Qualifications

• Active CPA License


• EA Registration

Industry Keywords

• Real Estate Tax


• Family Offices


• Syndications


• Joint Ventures


• Tax Practice Growth


• AI‑Assisted Tax Workflows

Tools & Technologies

• CCH Axcess


• ProSystem fx


• GoSystem


• Drake