Role Description
As a Real Estate Senior Tax Associate at our firm, you will:
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Complete reviews of Individual, Partnership, and S-Corporation tax returns as well as the corresponding workpapers that support those tax returns.
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Provide technical input on tax and accounting issues.
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Research tax solutions.
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Train less-experienced staff.
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Nurture client relationships.
Team members who thrive at our firm have:
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Excellent time management skills.
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Self-starters who are adaptable.
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Pride in their work.
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Ability to work well in an autonomous environment.
Annual Salary + Bonus: $78,000-$90,000
Areas of Responsibility
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Conduct first-level technical reviews of tax returns and supporting documents, ensuring completeness and accuracy.
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Consult with clients via email or phone, as needed, being responsive to their communications (24-48 hour turnaround time) and ensuring all client promises are delivered upon timely.
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Prepare complex tax returns involving 1031 transactions or Form 3115.
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Mentor and develop peers and associates through continuous feedback loops.
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Research complex tax issues and provide recommendations for resolution.
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Coordinate with federal and local tax authorities to resolve client notices.
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Stay updated on changes in tax laws and procedures.
Measures for Success
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Timeliness and accuracy of deliverables and workpapers.
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Happiness rating of clients.
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Development of your technical skills.
Expectations for Remote Work
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Clean background with no noise or distractions.
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Business casual attire for client interactions.
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Always use video (80% of communication is non-verbal).
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We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories.
Qualifications
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Bachelor's or Master's in accounting from an accredited college or university.
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Minimum of 3 years preparing and reviewing 1040s, 1065s, and 1120-S tax returns.
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Experience with real estate tax matters and multi-state tax returns.
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CPA or EA certification preferred.
You're a Good Fit For Our Culture If:
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You're friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others.
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You're disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry.
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You have exceptional time management and supervisory skills.
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You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance.
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You take ownership of your work, clients, and team members and drive projects to the finish line.
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You love working with and speaking to clients, delivering results, and improving their lives.