Tax Senior - Real Estate

ED03 Elliott Davis Advisory, LLC; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous time away and paid firm holidays

Flexible work schedules

First-class health and wellness benefits

Job summary

ED03 Elliott Davis Advisory, LLC is seeking a Tax Senior in Charlotte, NC, to provide comprehensive tax services to individual and business clients in the real estate sector. This role involves overseeing and delegating assignments while ensuring accuracy in tax preparations and compliance with regulations.

The ideal candidate will have a Bachelor’s degree in Accounting or Finance, CPA certification progress, and 2+ years of public accounting experience. The firm offers generous benefits, flexible work schedules, and various wellness programs.

Qualifications

• 2+ years of recent public accounting experience.
• CPA certification or significant progress towards certification.
• Ability to prepare and/or review a complete set of financial statements.

Responsibilities

• Apply tax knowledge to intermediate level flow-through returns.
• Review basic tax return engagements.
• Perform complete and efficient reviews of individual and business tax returns.

Skills

Strong oral and written communication skills

Effective analytical and problem-solving ability

Strong time and work management skills

Education

Bachelor’s degree in Accounting or Finance

Job description

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 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 and efficient reviews of individual and business tax returns while providing guidance to other staff.
• Gather data from customers, the A&A department, and third party sources.
• Perform tax research with view for alternatives to satisfy customer objectives.
• Resolve all open items and issues encountered on assigned engagements.
• Actively monitor engagement economics by managing budgets and seeking efficiencies.
• Direct and control concurrent assignments to successful completion.
• Manage bottom-line performance 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 to staff in a timely manner.
• 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.

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 a complete set of financial statements.
• Strong oral and written communication skills.
• Effective analytical and problem‑solving ability.
• Strong time and work management skills.

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.

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 of this job.

• 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, including close vision, distance vision, color vision, peripheral vision, depth perception, and the 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.
• Interact with internal and external customers and others in the course of work.