Tax Manager, Real Estate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Geffen Mesher · 5 months ago

Tax Manager, Real Estate

Geffen Mesher is one of Portland's leading locally owned accounting firms, dedicated to serving clients throughout the Northwest for over 90 years. They are seeking a Tax Manager to lead the Real Estate team, managing tax compliance and advisory work for real estate clients while building client relationships and ensuring high-quality service delivery.

ConsultingFinancial Services

Responsibilities

Manage and coordinate tax compliance and advisory work for our real estate clients
Review Federal, Multi-State and local Partnership tax returns
Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services
Research and consult on technical matters and special projects
Build and manage client relationships while developing and maintaining business development leads
Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service
Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards
Identify and communicate internal service improvement opportunities
Solve strategic issues requiring analytical skills and an in-depth understanding of tax regulations
Work jointly with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries
Adhere to the core values and standards of the organization
Serve as an advisor to tax staff at various levels of experience

Qualification

CPA certificationTax compliance experienceReal estate experienceSupervisory experienceAnalytical skillsMS technology suiteClient relationship managementVerbal communicationWritten communicationLeadership skills

Required

Bachelor's degree in business, accounting or a similar discipline
Five plus years recent experience in public accounting
Demonstrated supervisory experience in public accounting
Strong verbal and written communication skills
Real estate related experience with lessors, developers, and private equity real estate funds
Understanding of 704b book-ups and 704c adjustments
Knowledge of Opportunity Zones
Section 1031 exchange transaction consulting and reporting
Experienced with Waterfall and Targeted Capital allocation provisions of a partnership
Understanding of 163j business interest limitations
Understanding partnership basis adjustments under Section 754, 734(b), and 743(b)
Willingness to lead internal training on real estate related topics
Willingness to dig into new legislation and assist the team with understanding the impact on real estate clients
Proficient in MS technology suite

Preferred

CPA certification strongly preferred

Benefits

401k with a 3% employer contribution
Discretionary profit sharing of up to 4.5% annually
Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!
Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave
Hybrid work options
Flexible working hours in the summer, Fridays are optional!
Incentive plan for sales leads
Generous Employee Referral Program

Company

Geffen Mesher

twittertwittertwitter
company-logo
Geffen Mesher is an accounting firm headquartered in Portland.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Rob Stahly
Chief Operating Officer
linkedin
Company data provided by crunchbase