Tax Manager

Shahbaz & Associates CPAs, PLLC; Richmond (VA); Remote; USD 110,000 - 130,000; Full time

Job summary

Shahbaz & Associates CPAs, a boutique firm expanding in Richmond, seeks an experienced CPA to lead tax work for real estate, S corporations, and high-net-worth clients. You’ll own complex returns from prep through review and design year-round planning strategies, serving as the technical lead for a group of client relationships.

You will meet with prospective clients to scope engagements and prepare proposals, and you must explain complex tax issues clearly to business owners and investors.

Qualifications

• Active CPA license required.
• 5+ years US tax experience in public accounting, incl. 2+ years reviewing returns.
• Deep experience with partnership (1065) and S corp (1120-S) returns.
• Real estate tax expertise: depreciation, cost segregation, 1031 exchanges, passive rules.
• Ability to explain complex tax issues clearly to clients.

Responsibilities

• Lead tax work for real estate, S corp, and high-net-worth clients from prep through review.
• Design year-round tax planning strategies for clients.
• Serve as technical lead on client relationships.
• Meet with prospective clients to scope engagements and prepare proposals.
• Explain complex tax issues clearly to business owners and investors.
• Act as final technical reviewer on returns and document tax positions.

Skills

Active CPA license

5+ years US tax experience

Partnership returns (1065)

S corporation returns (1120-S)

Real estate tax expertise

Explain complex tax issues clearly

Education

Active CPA license

Job description

We're hiring an experienced CPA to lead tax work for our real estate, S corporation, and high-net-worth clients. You'll own complex returns from preparation through review, design year-round tax planning strategies, and serve as the technical lead on a group of client relationships.

You'll also meet with prospective clients to scope new engagements and prepare proposals. That means you need to be able to explain complex tax issues clearly to business owners and investors.

About Shahbaz & Associates CPAs

Shahbaz & Associates CPAs is a boutique public accounting firm founded in 2024 that serves clients nationwide. Our core work spans real estate tax, tax planning for high-net-worth individuals, partnership taxation, international tax, and outsourced CFO services.

The firm is growing quickly and adding a Richmond presence. This role is one of the first hires there, so you'll help shape how we bring on and serve clients.

What you'll do

We're hiring an experienced CPA to lead tax work for our real estate, S corporation, and high-net-worth clients. You'll own complex returns from preparation through review, design year-round tax planning strategies, and serve as the technical lead on a group of client relationships.

You'll also meet with prospective clients to scope new engagements and prepare proposals. That means you need to be able to explain complex tax issues clearly to business owners and investors.

Real estate tax

• Prepare and review partnership returns for real estate funds, syndications, and rental property holding entities
• Advise on depreciation strategy, cost segregation, 1031 exchanges, passive activity rules, and real estate professional status
• Manage capital accounts, special allocations, and waterfall-driven K-1 reporting

S corporations and closely held businesses

• Prepare and review S corporation returns, including shareholder basis, distributions, and AAA tracking
• Advise on entity selection, S elections, reasonable compensation, and owner payroll
• Handle multi-state filings and pass-through entity tax (PTET) elections

Tax planning for high-net-worth clients

• Build year-round tax plans and projections for business owners and investors, and set quarterly estimates
• Model the tax impact of transactions such as property sales, business sales, and restructurings
• Present planning recommendations directly to clients

Review and client leadership

• Serve as final technical reviewer on individual, partnership, S corporation, and trust returns
• Research complex issues and document tax positions
• Meet with prospective clients to scope engagements and prepare proposals using the firm's pricing framework

Qualifications

Required

• Active CPA license
• 5+ years of US tax experience in public accounting, including at least 2 years reviewing returns
• Deep experience with partnership (Form 1065) and S corporation (Form 1120-S) returns
• Real estate tax expertise: depreciation, cost segregation, 1031 exchanges, and passive activity and at-risk rules
• A track record of building tax plans and projections for high-net-worth individuals and business owners
• Ability to explain complex tax issues clearly to clients and prospects

Preferred

• Experience with real estate funds or partnerships, including partnership allocations
• Multi-state and PTET experience
• Experience scoping or pricing engagements
• Big Four or regional firm background

Compensation, location, and how to apply

• Compensation: $110,000–$130,000 base, depending on experience, plus a 10% origination bonus on first-year fees from clients you bring in through your own network, 3% bonus on firm closed leads, and annual bonus.
• Location: Remote, based in the Richmond, VA area
• Schedule: Full-time, with heavier hours during tax season