Tax Manager, Real Estate

Baker Tilly Advisory Group, LP; Woodbridge Township (NJ); On-site; USD 104,000 - 155,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a seasoned real estate tax professional to manage federal, state, and local tax compliance for real estate clients including partnerships, corporations, LLCs, and REITs.

You will lead complex engagements covering 704(b)/704(c), 754 elections, opportunity zones, like-kind exchanges, and cost segregation, while overseeing tax returns and related schedules for optimal outcomes.

Qualifications

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field is required.
• CPA, EA or Law License required.
• 5+ years of relevant tax experience in public accounting, with a strong focus on real estate.

Responsibilities

• Manage and review federal, state, and local tax compliance for real estate clients, including partnerships, corporations, LLCs, and REITs.
• Lead complex real estate tax engagements covering partnership allocations, 704(b) and 704(c), 754 elections, opportunity zones, like-kind exchanges (1031), and cost segregation considerations.
• Oversee and review partnership tax returns (Forms 1065), K-1s, and related supporting schedules.
• Identify and research complex tax issues; prepare technical memoranda and provide recommendations to clients and internal teams.
• Advise clients on tax planning opportunities, entity structuring, acquisition/disposition strategies, and real estate-specific tax implications.
• Manage engagement budgeting, scheduling, and workflow to ensure timely delivery of high-quality work.
• Mentor, train, and supervise junior team members, and provide performance feedback and support career development.
• Build and maintain strong client relationships, serving as a trusted advisor.

Skills

Research skills

Analytical skills

Problem-solving

Communication skills

Client service

Education

Bachelor’s degree in Accounting, Finance, or a related field

Tools

Tax software

Microsoft Office

Job description

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.Job Description:RESPONSIBILITIES:Manage and review federal, state, and local tax compliance for real estate clients, including partnerships, corporations, LLCs, and REITs.Lead complex real estate tax engagements covering partnership allocations, 704(b) and 704(c), 754 elections, opportunity zones, like-kind exchanges (1031), and cost segregation considerations.Oversee and review partnership tax returns (Forms 1065), K-1s, and related supporting schedules.Identify and research complex tax issues; prepare technical memoranda and provide recommendations to clients and internal teams.Advise clients on tax planning opportunities, entity structuring, acquisition/disposition strategies, and real estate-specific tax implications.Manage engagement budgeting, scheduling, and workflow to ensure timely delivery of high-quality work.Mentor, train, and supervise junior team members, and provide performance feedback and support career development.Build and maintain strong client relationships, serving as a trusted advisor.QUALIFICATIONS:Education:Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.CPA, EA or Law License required.Experience:5+ years of relevant tax experience in public accounting, with a strong focus on real estate.Deep knowledge of real estate tax concepts, partnership taxation, and related regulations.Experience managing multiple engagements and leading teams.Strong research, analytical, and problem-solving skills.Excellent communication and client-service abilities.Proficiency in tax software and Microsoft Office Suite.The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.In New York, NY: pay rate range is $112,500 to $168,000In Uniondale, NY: pay rate range is $108,000 to $161,200In Iselin, NJ: pay rate range is $103,500 to $154,500