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Job description
Own final professional sign-off on partnership returns for real estate sponsors, funds, family offices, and operating entities
Advise clients on entity structuring, transactions, distributions, and inbound investor matters, including foreign investor structures
Serve as the senior point of contact on key accounts
Lead kickoffs, planning conversations, and year-end tax strategy sessions
Build trusted relationships with clients and manage engagements from initial planning through final delivery
Lead and develop a team of experienced reviewers and preparers
Coordinate effectively with offshore prep teams
Partner with leadership on service design, pricing, and go-to-market strategy for tax offerings
Help define processes, standards, and best practices while contributing to the growth and evolution of the tax practice
Requirements
4-6+ years in public accounting with a clear track record managing partnership tax engagements
Active CPA license (or EA registration)
Deep partnership tax experience with a real estate focus, including sponsors, funds, JVs, syndications, and family offices
Experience with foreign investors and offshore investment structures, including Blocker, REIT, and treaty considerations
Hands‑on experience with partnership tax software (e.g., CCH Axcess, ProSystem fx, GoSystem, or Drake)
Strong written and verbal communication skills, with the ability to confidently advise a sponsor's CFO while also explaining complex tax concepts to less experienced investors
Strong judgment, critical thinking, and problem‑solving abilities
Comfort with tech‑driven, AI‑assisted tax workflows and genuine curiosity about where the industry is going
Experience coordinating with offshore or outsourced prep teams
CCH Axcess experience specifically
Familiarity with 1031 exchanges, cost segregation, and other real‑estate‑specific tax matters
Multi‑state filing exposure (especially NY, CA, TX, and FL)
Experience managing a book of business and leading client relationships from kickoff through year‑end
Experience building, mentoring, and managing teams of preparers and reviewers
Professional working proficiency in Hebrew is an advantage
Core Competencies
Demonstrates extensive partnership tax expertise with a focus on real estate, including managing complex engagements and advising clients on entity structuring and foreign investor matters. Proven ability to lead teams, build client relationships, and implement effective tax strategies.
Highest-signal resume keywords
Partnership Tax Experience
Active CPA License
CCH Axcess Experience
Foreign Investor Structures
Team Leadership and Development
Hard Skills
Partnership Tax Engagement Management
Entity Structuring
Multi‑State Filing
1031 Exchanges
Cost Segregation
Tax Software Proficiency
Offshore Investment Structures
Tax Strategy Development
Critical Thinking
Problem‑Solving
Soft Skills
Strong Communication Skills
Judgment
Relationship Building
Mentoring
Certifications & Qualifications
Active CPA License
EA Registration
Industry Keywords
Real Estate Tax
Family Offices
Syndications
Joint Ventures
Tax Practice Growth
AI‑Assisted Tax Workflows
Tools & Technologies
CCH Axcess
ProSystem fx
GoSystem
Drake
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.