Who: A detail-oriented tax professional with 2+ years of recent public accounting experience and progress toward CPA certification.
What: Prepare and review intermediate-level individual and flow-through tax returns while guiding staff and ensuring timely, accurate client engagements.
When: Immediate full-time opportunity.
Where: Hybrid role within a confidential firm location.
Why: To support a growing real estate tax practice by delivering high-quality client service, mentoring junior staff, and contributing to firm development.
Office Environment: Collaborative, learning-oriented, and focused on professional growth.
Salary: Competitive and commensurate with experience.
Position Overview: The Tax Senior in the Real Estate Group provides comprehensive tax services to individuals and businesses, applying specialized tax knowledge to prepare and review intermediate-level returns. This role includes delegating work, supporting associates, managing engagements, providing proactive feedback, and contributing to a collaborative and growth-driven environment.
Key Responsibilities: - Prepare and review intermediate-level flow-through returns and individual tax returns. - Review basic tax return engagements and analyze business transactions effectively. - Perform efficient reviews of individual and business tax returns while guiding staff. - Gather necessary data from clients, A&A teams, and third-party sources. - Conduct tax research to identify alternatives that meet client objectives. - Resolve open issues on assigned engagements and monitor engagement economics. - Manage multiple assignments simultaneously, ensuring on-time completion. - Become a subject-matter expert in specific technical areas while managing productivity. - Teach, mentor, and oversee staff through proper delegation and coaching. - Provide timely, constructive feedback to team members. - Identify opportunities within existing clients to expand services. - Participate actively in firm committees, events, and departmental initiatives.
Qualifications: - Bachelor’s degree in Accounting or Finance. - 2+ years of recent public accounting experience. - CPA certification or significant progress toward completion. - Real estate experience preferred but not required. - Ability to prepare/review full sets of financial statements. - Strong written and verbal communication skills. - Strong analytical, problem-solving, and time-management abilities.
If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.