Real Estate Tax Advisory Associate
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Job Description
Advisory Associate providing tax planning and advisory services to real estate investors and small business owners. Ensuring best-in-class service while maintaining strong client relationships.
Responsibilities:
- Create tailored tax plans for clients, and update those plans periodically as clients’ situations change
- Work directly with clients to gather data, resolve questions, and provide a best-in-class service, supporting the client engagements managed by Seniors, Managers, and Partners
- Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
- Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
- Build a deep understanding of real estate concepts and transactions, taxation regulations and strategies, and general accounting knowledge
- Assist in various projects throughout the year designed to enhance client/employee experience
- Complete administrative tasks applicable to the role, such as maintaining accurate and up-to-date project information
Requirements:
- Bachelor's or Master’s degree in Accounting/Tax
- Minimum of 2 years of relevant professional experience
- CPA or EA certification preferred; must be eligible to sit for exams
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