Tax Senior Manager - Real Estate

Elliott Davis; Charlotte (NC); On-site; USD 76,000 - 264,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company contributions

Competitive paid time off

Job summary

Elliott Davis is seeking a Tax Senior Manager to lead our Real Estate Practice, consulting on complex tax issues and overseeing the tax compliance process for real estate businesses.

You will mentor a tax team, drive engagement management, and develop client relationships while keeping abreast of evolving state and federal tax regulations. Strong leadership and communication are essential.

Qualifications

• 7+ years of public accounting experience, including real estate tax projects and client engagements.
• Experience managing teams and workflows across multiple engagements.
• CPA certification required; leadership and project management skills expected.

Responsibilities

• Consult on complex tax matters for real estate-related businesses.
• Oversee tax compliance process and ensure adherence to state and federal regulations.
• Lead, train, and review tax staff; manage client relationships and engagement economics.
• Review and analyze partnership allocations and operating agreements.
• Support business development and cross-functional collaboration within the firm.

Skills

Client relationships

Team leadership

Tax planning

Public accounting

Real estate taxation

Research & analysis

Education

Bachelor's degree in Accounting/Finance/Law

CPA certification

Masters in Tax/LLM (preferred)

Tools

Tax software

Job description

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC(doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

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; Masters 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

The salary range for this position is $76,000 to $264,000 per year. Individual compensation will be based on factors such as relevant experience, skills, qualifications, work location, and applicable legal requirements.

At Elliott Davis, we invest in our people by offering a competitive and comprehensive benefits package, including medical, dental, and vision insurance and a 401(k) plan with company contributions.

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.

That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:

• 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

Physical Requirements

While performing the duties of this job, the employee is:

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• 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.