Tax Senior Manager | Real Estate

#LI-DE1 #LI-Hybrid

Our Real Estate practice is one of the largest practices in New England, servicing clients both locally and nationally. Our real estate team offers a range of accounting, tax, and advisory services customized to suit the needs of this diverse, dynamic industry. We are proud to be trusted advisors to many prominent offices, labs, multi-family units, hospitality and retail developers, operators and investors. With a genuine passion for their roles, this team maintains a strong focus on consistently adding value for our clients.

Essential Functions and Primary Duties

• Collaborate closely with Managing Directors and Directors to deliver exceptional client service to a portfolio of real estate clients, including real estate funds, developers, REITs, family offices, private equity investors, and operating companies.
• Lead and review complex tax compliance engagements (e.g., partnerships, multi-tier structures, consolidated groups, REIT returns, 1031 exchanges, cost segregation studies, state & local filings).
• Provide proactive tax planning, structuring, and advisory services specific to real estate transactions, acquisitions, dispositions, debt restructuring, and waterfall allocations.
• Identify opportunities to expand services, improve tax strategies, and drive additional value for clients.
• Demonstrate deep understanding of real estate taxation, including:
  • Partnership tax (Subchapter K)
  • Capital account maintenance & tax basis analysis
  • 704(b) and 704(c) allocations
• Oversee engagement planning, budgeting, and billing 
• Supervise, train and mentor staff; listen and communicate effectively
• Provide real-time coaching, formal performance feedback, and support career development pathways.
• Drive a team environment; demonstrate support of management decisions and build a positive culture
• Additional responsibilities as assigned

 

Minimum Qualifications

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs