Tax Senior - Real Estate

Elliott Davis; Charleston (SC); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Generous time away and paid firmholid

Flexible work schedules

Maternity and parental leave

Health and wellness benefits

Professional coaching

Leadership and career development

Beyond program

Job summary

Elliott Davis is seeking a Tax Senior in the Real Estate Group to provide comprehensive tax services for individuals and real estate clients. You will prepare and review intermediate flow-through and individual returns, supervise engagements, and mentor colleagues to ensure timely, accurate deliverables.

Based in Charleston, SC, you will collaborate with staff and partners, manage engagement economics, and contribute to business development while maintaining high professional standards and

Qualifications

• Bachelor’s degree in Accounting or Finance.
• CPA certification or significant progress towards certification.
• 2+ years of recent public accounting experience.
• Real Estate experience preferred, but not necessary.
• Ability to prepare and/or review complete set of financial statements.
• Strong oral and written communication skills.
• Effective analytical and problem-solving ability.
• Strong time and work management skills.

Responsibilities

• Apply tax knowledge to intermediate level flow-through returns and all levels of individual returns.
• Review basic tax return engagements.
• Work effectively in analyzing business transactions.
• Perform complete & efficient reviews of individual and business tax returns while providing guidance to other staff.
• Gather data from customer, A&A department, and third party sources.
• Perform tax research with view for alternatives to satisfy customer’s objectives.
• Resolve all open items/issues encountered on assigned engagements.
• Actively monitor engagement economics by managing budgets and seeking efficiencies.
• Direct and control concurrent assignments to successful completion.
• Bottom-line management of assigned engagements and individual productivity opportunities, becoming a subject-matter expert in one or more technical aspects.
• Teach, develop and oversee staff through engagements; delegate assignments and tasks.
• Provide honest, objective and constructive feedback in timely manner to staff.
• Collaborate to identify and sell opportunities among existing customers.
• Serve as a mentor and role model through active participation in firm committees, departmental matters, and events.

Skills

Public accounting

Real estate tax

Education

Bachelor’s degree in Accounting or Finance

CPA certification in progress

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.

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

As a Tax Senior in the Real Estate Group, you will play a pivotal role in providing comprehensive tax services to individual and business clients within the real estate sector. You will apply your specialized tax knowledge to prepare and review preparing intermediate level returns, ensuring accuracy and compliance with relevant regulations. As a tax senior, you will oversee and delegate assignments, guiding associates, and ensuring timely completion of engagements. Your proactive approach in engagements and fostering a collaborative work environment will contribute to the overall success and growth of the firm. Additionally, you will serve as a mentor and role model, providing constructive feedback and support to develop the skills of your colleagues.

Responsibilities

• Apply tax knowledge to intermediate level flow-through returns and all levels of individual returns
• Review basic tax return engagements
• Work effectively in analyzing business transactions
• Perform complete & efficient reviews of individual and business tax returns while providing guidance to other staff
• Gather data from customer, A&A department, and third party sources
• Perform tax research with view for alternatives to satisfy customer’s objectives
• Resolve all open items/issues encountered on assigned engagements
• Actively monitor engagement economics by managing budgets and seeking efficiencies
• Direct and control concurrent assignments to successful completion
• Bottom-line management of assigned engagements and individual productivity opportunities, becoming a subject-matter expert in one or more technical aspects
• Teach, develop and oversee staff through engagements; delegate assignments and tasks
• Provide honest, objective and constructive feedback in timely manner to staff
• Collaborate to identify and sell opportunities among existing customers
• Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
• Other duties within scope of practice

Requirements

• Bachelor’s degree in Accounting or Finance
• 2+ years of recent public accounting experience
• CPA certification or significant progress towards certification
• Real Estate experience preferred, but not necessary
• Ability to prepare and/or review complete set of financial statements
• Strong oral and written communication skills
• Effective analytical and problem-solving ability
• Strong time and work management skills

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

Ada Requirements

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

• 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

• 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.