Senior Tax Accountant – Real Estate Investments

Senior Tax Accountant – Real Estate InvestmentsIndustry: Commercial Real Estate / Investment ManagementEmployment Type: Full-Time

Find out more about this role by reading the information below, then apply to be considered.
About the OpportunityWe are partnering with an established, growing organization with a diversified portfolio of commercial real estate investments to identify an experienced Senior Tax Accountant.
The organization operates across multiple markets and manages a sophisticated portfolio of real estate assets, investment partnerships, and related ownership entities. Its activities include acquisitions, asset management, financing, and ongoing financial oversight across several commercial property sectors.
This position offers an opportunity for a tax professional to take ownership of complex tax compliance, partnership accounting, and reporting responsibilities while working closely with senior accounting leadership and investment professionals.
The ideal candidate brings strong technical expertise in real estate taxation, partnership structures, and multistate compliance, along with the ability to manage competing priorities in a dynamic environment.
Key Responsibilities
Real Estate Tax Compliance & ReportingOversee and review federal, state, and local tax filings for multiple real estate ownership and investment entities, including IRS Forms 1065, 1120, and 1120-S, as applicable.Coordinate with external tax professionals to ensure accurate and timely preparation and submission of required returns.Prepare and review Schedule K-1s, partner allocations, and capital account reconciliations.Apply partnership taxation principles, including IRC Section 704(b), special allocations, targeted capital accounts, and distribution waterfalls.Maintain supporting tax schedules, reconciliations, and documentation across multiple entities.
Entity Structures & Investment AccountingSupport tax and accounting activities involving real estate partnerships, special-purpose entities (SPEs), joint ventures, and Delaware Statutory Trusts (DSTs).Assist with ownership-structure documentation and tax considerations related to acquisitions, dispositions, refinancing transactions, and entity reorganizations.Evaluate the tax implications of complex ownership arrangements and investment transactions.Work collaboratively with accounting leadership and financial reporting teams on entity-level reporting and year-end close activities.
Multistate Tax & Property TaxCoordinate compliance requirements across multiple state and local jurisdictions.Address applicable sales and use taxes, state franchise taxes, income apportionment, and nexus considerations.Review real and personal property tax accruals, capitalization schedules, and property tax appeal documentation.Evaluate capitalization versus expense treatment in accordance with applicable accounting guidance, including ASC 360.Support quarterly and annual estimated tax calculations, withholding obligations, and applicable safe-harbor requirements.
Audit Support & Technical AccountingPrepare documentation and supporting workpapers for tax audits, examinations, and external reporting requirements.Research and document complex federal and state tax positions.Monitor changes in tax laws affecting commercial real estate investments and partnership structures.Partner with internal accounting teams and outside advisors to improve compliance processes, reporting accuracy, and operational efficiency.Assist with investor-related tax reporting and other special projects as needed.
Required QualificationsBachelor's degree in Accounting, Finance, or a related discipline.Minimum of 5 years of progressive tax accounting experience, including meaningful exposure to real estate partnerships.Strong understanding of federal partnership taxation, including Form 1065, Schedule K-1 preparation/review, and partner capital accounts.Experience working with complex ownership structures involving multiple legal entities.Working knowledge of federal and multistate tax compliance requirements.Ability to interpret tax regulations, prepare supporting schedules, and research technical tax matters.Advanced Microsoft Excel skills, including complex reconciliations and financial schedules.Strong organizational skills with the ability to manage multiple reporting deadlines and competing priorities.Excellent written and verbal communication skills.High level of professionalism and discretion when handling confidential financial information.
Preferred QualificationsActive CPA license.Previous experience in public accounting, particularly with a Big Four, national, or regional accounting firm.Direct experience with commercial real estate investment partnerships, joint ventures, SPEs, or DST structures.Knowledge of IRC Section 704(b) allocations, targeted capital accounts, and partnership distribution waterfalls.Experience with multistate filings, franchise taxes, and real estate-specific tax issues.Familiarity with Yardi or comparable real estate accounting platforms.Exposure to private equity-backed real estate investments or institutional investment structures.
What Makes This Opportunity AttractiveExposure to a diverse portfolio of commercial real estate investments and sophisticated ownership structures.Opportunity to work directly with senior accounting leadership and experienced finance professionals.Meaningful responsibility for tax compliance, reporting, and transaction-related accounting activities.Collaborative environment with opportunities for professional development as the organization continues to grow.Long-term career opportunity in a specialized area of commercial real estate taxation.
Equal Employment OpportunityOur client is an equal opportunity employer committed to maintaining a professional, inclusive workplace. All qualified applicants will receive consideration without regard to any legally protected characteristic. xzbcwsv
Interested candidates are encouraged to apply for confidential consideration.