Tax Senior Accountant, Real Estate

Cohen & Co; New York (NY); Hybrid; USD 70,000 - 125,000; Full time

Benefits offered by this job

Inclusive culture

Comprehensive Total Rewards package

Annual merit increases

Talent development resources

Job summary

A leading tax advisory firm in New York, NY seeks a Real Estate Tax Senior to deliver tax compliance and advisory services. Key responsibilities include leading the preparation of partnership tax returns, analyzing complex allocations, and supporting tax planning initiatives. Candidates should have a Bachelor's degree, CPA eligibility, and 2+ years at a public accounting firm. The firm offers a hybrid work environment with competitive compensation and professional development opportunities.

Qualifications

• 2+ years of progressive experience at a public accounting firm.
• Strong understanding of partnership tax concepts.
• Experience with inside and outside basis computations.

Responsibilities

• Lead tax compliance and advisory for real estate clients.
• Prepare and review partnership tax returns.
• Analyze complex allocations for partnership structures.

Skills

Organizational skills

Communication

Initiative to learn

Relationship building

Education

Bachelor's Degree

CPA or qualifications completed to pursue CPA

Tools

CCH Axcess

Outlook

Excel

Word

Adobe

Job description

Overview

As a Real Estate Tax Senior, you’ll play a key role in delivering tax compliance and advisory services to real estate investors, developers, and closely held entities. In this role, you’ll lead the preparation and review of partnership tax returns, analyze complex allocations, and support tax planning initiatives while collaborating closely with engagement teams and building strong client relationships. You’ll take ownership of day-to-day engagement responsibilities, work directly with clients to gather information and address tax matters, and contribute to consulting projects related to real estate tax strategies. This role provides significant exposure to complex partnership structures, real estate transactions, and technical tax issues, making it well suited for a tax professional who enjoys taking on greater responsibility while continuing to develop deep expertise in real estate taxation.

Tax Preparation & Technical Support

• Prepare partnership and individual tax returns while supporting the analysis of allocations, workpapers, and related documentation
• Assist with tax matters involving partnership allocations, waterfalls, and capital account structures
• Gain exposure to real estate and partnership tax concepts including 704(b), 704(c), target capital allocations, and 1031 exchanges

Client & Team Collaboration

• Work closely with engagement teams and communicate with clients to gather information needed to complete tax filings
• Build and maintain strong relationships with both internal team members and external stakeholders
• Contribute to a collaborative, team-oriented environment focused on delivering high-quality client service

Project & Time Management

• Manage multiple priorities and deadlines in a fast-paced environment
• Demonstrate strong organizational and time management skills while supporting multiple client engagements
• Maintain attention to detail and ensure timely completion of assigned work

Growth & Professional Development

• Demonstrate a positive attitude and willingness to be a team player
• Show initiative in learning new tax concepts and technical areas with minimal guidance
• Continue developing technical knowledge and professional skills through hands-on experience and collaboration with senior team members

Who You Are

Qualifications

• Bachelor's Degree required
• CPA or qualifications completed to pursue CPA
• 2+ years of progressive experience at a public accounting firm
• Excellent organizational and time management skills
• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams
• Understanding of Outlook, Excel, Word, Adobe, etc. required
• Strong understanding of CCH Axcess required
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
• Develop strong relationships internally, and flexibility are required and keys to success
• Some experience or basic understanding of partnerships, inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing

Locations

• Preferred: Akron, Cleveland, Youngstown OH; Baltimore, MD; Chicago, IL; Pittsburgh, PA; Detroit, MI
• Buffalo & New York, NY; Deer Park, IL; Denver, CO; Milwaukee, WI; Philadelphia, PA; St. Clair Shores, MI; Westchester, NY
• Hybrid work environment

Who We Are

Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Estimated Salary Range: $70,000 - $125,000

• Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture
• Experienced Hire Opportunities

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.