Senior Tax Advisor, Real Estate
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Tax Advisor focusing on real estate tax planning and advisory services for clients. Building trust through reliable service and effective solutions in a fully remote CPA firm.
Responsibilities:
- Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom
- Create and deliver tailored tax plans to clients, and update those plans periodically
- Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively
- Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
- Coordinate the client’s tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented
- Remain updated on changes in tax laws and procedures
Requirements:
- CPA or EA Certification (CPA Preferred)
- Bachelor’s or Master’s in Accounting or Tax from an accredited college or university
- Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience
- Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time
- Experience performing tax projections and estimates using professional tax planning software (e.g., BNA Tax Planner, CCH Prosystem fx Planning, etc.)
- Effective written and oral communication skills and strong interpersonal skills.
Benefits:
- unlimited vacation and sick days
- fostering an autonomous work environment
- offering ongoing, engaging training
- providing health insurance
- 401(k) matching
Similar Jobs
Excess and Surplus Tax Filing Specialist
E&S Tax Filing Specialist at RecruitGo responsible for preparing surplus lines tax filings. Ensuring compliance and accuracy while managing multiple deadlines in a fully remote role within the Philippines.
Vice President, Tax
Vice President of Tax overseeing global tax strategy, planning, compliance, and operations for Sprinklr. Collaborating with leadership to align tax strategy with long-term goals in a SaaS environment.
Senior Technical Manager – Tax, Trusts
Technical Manager providing regulatory and technical support to intermediaries at M&G. Leading training initiatives and ensuring compliance with planning and financial legislation while collaborating with marketing teams.
Senior Tax Preparer
Senior Tax Preparer at Uplinq Inc leading complex federal and state tax returns preparation. Collaborating with management while mentoring junior staff in a fast-paced, tech-forward environment.
Tax Manager / Senior Manager
Tax Manager or Senior Manager managing captive insurance tax compliance and advisory for high-net-worth clients. Leading engagements and providing technical guidance in a specialized tax practice.
Tax & Group Accounting Specialist
Referent:in Steuern & Konzernrechungswesen managing financial consolidation and tax responsibilities for Prokuras, supporting a large network of subsidiaries. This role facilitates compliance and reporting under German regulations.
Graduate Tax Trainee
Tax Trainee providing tax compliance support to clients, enhancing their financial strategies. Joining a leading firm with a focus on client relationships and proactive problem-solving.
Corporate Tax Assistant Manager
Assistant Tax Manager managing compliance and advisory services for tech scaleups. Building client relationships and supporting rapid business growth in a dynamic environment.
Senior Transaction Tax Manager
Senior Manager for Transaction Tax leading multi-disciplinary deal teams on due diligence and advisory projects. Managing relationships with private equity clients and coaching junior team members.
Indirect Tax Specialist
Income & Sales Tax Manager at Nilfisk, overseeing tax compliance for US legal entities. Manage audits and coordinate with external service providers on corporate income tax matters.
Team Lead – Tax Certificates
Team Lead guiding a team to ensure productivity and manage daily reports for Amrock. Responsibilities include communication with clients and team members while maintaining workflows and processes.
Senior Tax Associate
Senior Tax Associate preparing complex federal and state tax returns at Byrne Zizzi, CPA. Supporting clients with tax strategies and mentoring team members.
Senior Tax Manager
Senior Tax Manager handling increased volume of clients and tax projects at Byrne Zizzi, CPA. Leading a team to ensure compliance with tax regulations and provide strategic consulting.
Senior Tax Analyst, Tax Technology Support
Senior Tax Analyst providing advanced technical expertise in tax engine configuration and process automation. Leading complex client projects and mentoring junior analysts while ensuring compliance with multi-state regulations.
Tax Analyst, Tax Technology Support
Tax Analyst providing operational support for tax engine configuration and reporting in the Managed Tax Services team at DMA. Collaborating with teams to ensure compliance and optimize workflows.
Tax Analyst
Tax Analyst preparing tax payments and reports for Charger Logistics, organizing tax database and recommending strategies aligning with business goals.
Manager, US International Tax
International Tax Manager responsible for U.S. international tax compliance and financial reporting. Joining Hershey Company to foster professional growth and collaboration with key business stakeholders.
Tax Programmer I
Tax Programmer I designing, reviewing, and modifying programming systems for Taxwell's tax software. Serving customer support and ensuring functionality meets requirements.
Corporate Tax Summer Intern
IQVIA intern supporting Corporate Tax projects, handling income tax returns and compliance. Gain exposure to the healthcare industry and develop valuable skills in a global organization.
Tax Manager – International/Foreign
International/Foreign Tax Manager responsible for tax planning and consulting at Bowers Accountants & Advisors. Preparing complex tax returns and mentoring staff in accounting and advisory services.