Tax Senior Manager - Real Estate

ED03 Elliott Davis Advisory, LLC; Charlotte (NC); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Generous time away and paid firm holidays

Flexible work schedules

First-class health and wellness benefits

Leadership and career development programs

Job summary

ED03 Elliott Davis Advisory, LLC in Charlotte, NC is seeking a Tax Senior Manager for its Real Estate Practice. The candidate will manage complex tax matters and oversee compliance processes for real estate businesses. Key responsibilities include leading a tax team, advising clients, and engaging in business development.

With over 7 years of experience and a CPA certification, this position offers growth opportunities and various employee benefits, including generous paid leave and wellness programs.

Qualifications

• 7+ years of recent public accounting firm experience, including managing multiple real-estate tax projects.
• Significant experience working within the real-estate industry on all types of entity and individual taxes.
• Experience developing team members, assigning projects, and managing workflow.

Responsibilities

• Develop and sustain excellent customer relationships with top real estate companies.
• Collaborate cross-functionally within the firm to grow existing business.
• Perform technical review of tax returns and conduct necessary tax research.

Skills

Leadership and project/team management skills

Excellent communication and networking acumen

Ability to manage and grow strong customer relationships

Experience with tax software and technology

Education

Bachelor’s degree in Accounting, Finance or Law

Master’s in Tax/LLM preferred

CPA certification required

Job description

Job Summary

We are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will consult on complex tax matters and oversee the tax compliance process for primarily real estate related businesses, ensuring compliance with state and federal tax regulations. Tasks will include business development, leading a team, advising, researching and identifying tax issues, recommending solutions to customer issues and engagement management. The Tax Senior Manager will delegate and manage tax assignments and perform routine administrative duties, as needed. The Tax Senior Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of the tax team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career.

Responsibilities

• Develop and sustain excellent customer relationships with some of the top real estate companies in our markets.
• Collaborate cross‑functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects.
• Be anticipatory, analyze and observe industry trends to advise customers through times of disruption and uncertainty.
• Continuously build and improve specialty area knowledge for professional development.
• Perform technical review of tax returns and conduct tax research needed to produce an accurate and efficient work product.
• Review operating agreements, letters of intent, purchase agreements, as well as other tax transaction related documents.
• Review and develop workpapers supporting partnership allocations, basis adjustments, and other complex tax matters.
• Manage and monitor economic performance of customer engagements, including billing and collections.
• Actively communicate progress of engagements, manage workflow and ensure proper planning and coordination with the team needed to meet customer expectations.
• Provide effective performance feedback and on‑the‑job training, celebrating and awarding excellence in performance.
• Attract and retain top talent by taking an active role in engaging your team throughout their career.
• Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business.
• Represent Elliott Davis in the business community and be active within professional organizations.
• Be an active member of the local community by giving back and through services to others.

Requirements

• Bachelor’s degree in Accounting, Finance or Law. Master’s in Tax/LLM preferred.
• 7+ years of recent public accounting firm experience, including managing multiple real‑estate tax projects and customer engagements.
• Experience developing team members, assigning projects, and managing workflow.
• Significant experience working within the real‑estate industry on all types of entity and individual taxes, especially partnerships.
• Experience analyzing flow‑through entity distribution and profit/loss language in Operating Agreements.
• CPA certification required.
• Leadership and project/team management skills.
• Excellent communication and networking acumen.
• Ability to manage and grow strong customer relationships.
• Experience with tax software and technology.

Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible).
• First‑class health and wellness benefits, including wellness coaching and mental health counseling.
• One‑on‑one professional coaching.
• Leadership and career development programs.
• Access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally.

Accessibility Statement

Physical and cognitive/mental requirements: Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and talk or hear, both in person and by telephone. Required vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Use written and oral communication skills. Read and interpret data, information, and documents. Observe and interpret situations. Work under deadlines with frequent interruptions; and interact with internal and external customers and others in the course of work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.