Responsible for research and analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues and accounting methods, and other matters
Transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint venture, fund and REIT/blocker structures
Manage REIT tax structuring and due diligence projects for real estate acquisition transactions
Consult and advise on like-kind exchanges and reverse like-kind exchanges focusing on tax implications with respect to boot and liabilities
Assist with the review of fund documents, joint venture/lower-tier partnership agreements and the tax consequences of the economic agreements (tax allocations, distribution preferences, etc.)
Draft emails and memos
Review of tax projections, tax workpapers and tax returns for clients in the real estate industry including partnerships and REITs
Oversee and manage the tax return process including identification and resolution of tax issues
Monitor and review legislative and administrative updates impacting real estate, REITs, real estate private equity, and debt fund clients, including development of related internal and external content
Draft Firm-wide alerts on current developments in federal income tax
Assist with Firm-wide trainings in federal income tax

Bachelor's degree in accounting or equivalent field is required
4+ years of tax compliance and/or tax consulting experience with a niche focus on real estate, REITs, private equity, or emerging businesses
CPA or IRS Enrolled Agent Certification

flexibility to manage your days in support of our commitment to work/life balance
culture that has received multiple top “Places to Work” awards
opportunity to join a high-performing, high-growth team

Tax Director – Real Estate

Key skills