BEC CFO And CPA, LLC · 1 week ago
Technical Tax Manager — Real Estate Focus
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $110K/yr
7+ years expBEC CFO & CPA LLC is a tax, accounting, and advisory firm focused on real estate, serving various stakeholders involved in complex transactions. The Technical Tax Manager will oversee the technical quality of tax returns and workpapers, ensuring compliance and accuracy while identifying patterns to improve methodologies.
Accounting
Responsibilities
Perform end-to-end review of workpapers and returns to confirm accuracy, internal consistency, and supportability of conclusions
Validate key tie-outs and reconciliations, including:
Trial balance to return mapping and variance analysis
Book-to-tax reconciliation support (M-1/M-3 logic, documentation, and tax sensitivity)
K-1 tie-outs and capital/basis reasonableness checks
Depreciation/amortization rollforwards tied to fixed asset detail and disposition support
Assess whether the file tells a coherent story: why the position is correct, what authority/assumptions support it, and what the risk is
Write clear, prioritized review notes that separate:
Technical correctness issues
Missing support/documentation issues
Presentation/disclosure issues
Confirm resolution and documentation quality before finalization (including memos for unusual positions, elections, or material changes from prior year)
Review compliance with federal and state filing requirements, elections, and disclosures—applying current-year guidance and confirming changes are reflected appropriately
Evaluate higher-risk areas common in real estate engagements, including:
Depreciation methods/lives, partial dispositions, repairs vs. improvements, and disposition treatment
Passive activity limitations, grouping, and real estate professional considerations (as applicable)
State sourcing/apportionment, nexus indicators, and multi-state filing exposure
Entity-level reporting and K-1 presentation for real estate partnerships and S corps
Identify gray areas early and frame the issue concisely (facts, risk, options, needed documentation) for escalation to firm leadership
Translate complex positions into clear, decision-ready summaries for internal stakeholders
Escalate unclear or high-impact issues with:
A concise description of the position and why it matters
The relevant facts and assumptions
The risk or controversy area
Recommended next steps (research needed, client questions, documentation requirements)
Serve as signing CPA where assigned, ensuring full compliance with professional standards and firm QC expectations
Confirm all material items are resolved, supported, and documented prior to release/filing
Uphold due diligence and supervisory responsibilities consistent with Circular 230 principles
Identify recurring error patterns and propose improvements to:
Review checklists and templates
Standardized workpaper expectations
Documentation standards for common real estate positions
Provide targeted feedback to preparers aimed at improving technical quality and reducing rework—without sacrificing defensibility
Qualification
Required
Active CPA license
7+ years of progressive tax experience with significant review responsibility (public accounting preferred)
Experience reviewing returns and workpapers for at least two of the following: Partnership (Form 1065), S corporation (Form 1120-S), C corporation (Form 1120), Individual (Form 1040) with complex real estate activity
Strong working knowledge of: book-to-tax reconciliation logic and documentation standards, multi-state compliance concepts and common filing triggers, due diligence expectations and review accountability
Proficiency with Thomson Reuters CS suite: UltraTax CS, Fixed Assets CS
Advanced Excel skills for reconciliation and review workflows
Preferred
Deep familiarity with real estate tax issues (investor portfolios, multi-entity structures, cost segregation impacts, disposition events, passive activity complexity)
Prior experience as a primary reviewer and/or return signer
Demonstrated interest in improving QC methodology, templates, or SOPs through analysis of defects and root causes
Benefits
$100 / Tax Return Reviewed and Signed
$9,000+ Pre-Tax Value
15 days + 10 Firm Shutdown Days + 4 Paid Holidays
Company
BEC CFO And CPA, LLC
Our firm is anchored by three fundamental core values: truth tellers, others first, and pursuit of excellence.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Marcus Crigler, CPA
Chief Executive Officer
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