Real Estate Tax Strategist for Investors
$110kHall CPA PLLC
A virtual CPA firm is seeking a Real Estate Tax Advisor to focus on tax planning for real estate investors. This role involves direct client engagement, with up to 50% of time in meetings. Responsibilities include creating and updating tax plans, managing client relationships, and researching complex tax issues. Ideal candidates will have a CPA, 5-7 years of relevant experience, and strong communication skills. The firm offers a competitive salary starting at $110,000 plus bonuses, with a supportive remote work environment. #J-18808-Ljbffr Hall CPA PLLC
- ...-level analytics with market-specific execution, the Office Real Estate Strategist ensures the Real Estate network advances corporate goals for... ...insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates...TaxFull timePart timeWork at officeLocal areaRelocationShift workDay shift
$175k - $210k
...team as a Senior Wealth Strategist - Advanced Planning.... ...financial planning and estate strategies for high-net... ...including estate planning, tax mitigation, wealth... ...financial planners through real-time casework, feedback... ...our people and for our investors. At AssetMark your...TaxFull timeWork at officeFlexible hours- ...listed in job posting. Summary The Market Investor CR Credit Analyst, Sr (CA Sr.) t will... ...directly with the Market Investor Commercial Real Estate Portfolio Management team and will be... ...presentation of borrower and individual tax returns, global real estate schedules,...TaxWork experience placementWork at office
- ...Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on...TaxFull timePart timeWork at officeShift workDay shift
$81.7k - $135k
A global professional services firm seeks a Senior in Indirect Tax to manage compliance and advisory functions for clients. Candidates must hold a Bachelor’s degree and have 3+ years of experience in tax processes. The role involves identifying tax optimization strategies...Tax- ...managing staffing needs, and ensuring that engagements are effectively staffed. Candidates should possess a Bachelor’s degree, 2-5 years of tax client service experience, and strong analytical skills. Proficiency in Microsoft Office, especially Excel, is essential. The...TaxWork at office
$77k - $214k
A leading professional services firm is seeking a Senior Associate for its Financial Services Tax practice in Charlotte, NC. This role involves advising clients on tax obligations and helps navigate the complexities of the national tax environment. Candidates should have...Tax- ...portfolios in accordance with team and UBS guidelines. Manage all day to day trading activity, including new money deployment, rebalancing, tax loss harvesting, cash raises, model updates, and structured product execution. Oversee semiannual and event driven rebalancing cycles...TaxFlexible hours
$68.18k - $144.3k
...Senior Tax Consultant Are you a strategic and creative Senior Tax professional who enjoys... ...tax issues including complex, commercial, real, and personal property tax.... ...Society of Appraisers) CRE (Counselor of Real Estate) CCIM (Certified Commercial Investment Member...TaxWork at officeLocal area2 days per week3 days per week- ...Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on...TaxFull timePart timeWork experience placementWork at officeShift workDay shift
- ...eligible for benefits. Eligible employees receive medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan, plus at least 10 days of vacation and 10 sick days during the first year. Additional...TaxWork at officeVisa sponsorshipFree visa
$157.2k
...holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars... ..., operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client...TaxWork at office$93.66k - $213.2k
...Property Tax Manager Are you a strategic and creative Tax Manager who likes working... ...tax issues including complex, commercial, real, and personal property tax. Analyzing property... ...of Appraisers) CRE (Counselor of Real Estate) CCIM (Certified Commercial Investment Member...TaxWork at officeLocal area2 days per week3 days per week$110k
...A leading virtual CPA firm is seeking a Real Estate Tax Advisor to focus on tax planning for real estate investors. The ideal candidate will maintain strong client relationships and deliver tailored tax solutions through effective communication. With a commitment to innovation...TaxRemote work- A global real estate services firm is seeking an Occupancy Planner to oversee occupancy planning expertise for a global portfolio in Charlotte, North Carolina. The role involves managing occupancy analysis, project planning, and client relationships while employing strong...
- ...assignments, using tools for oversight of labor, and managing team needs. Candidates should have a Bachelor’s degree and 2-5 years of tax client service experience. Strong analytical skills and proficiency in Excel are preferred. The position demands a willingness to...Tax
- ..., and supporting a diverse portfolio of real estate assets across the U.S. What You’ll Do:... ...Ensure accurate and timely reporting for investors and stakeholders Collaborate cross-functionally... ...with property teams Support audits, tax prep, and due diligence efforts Drive...Tax
- ...with our team located across the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team is... ...talented team members thrive. We are innovators of tax services and firm culture with work-life integration...TaxCasual workRemote work
$160k - $180k
...advisors with personal and direct indexing, tax management, tax transitions, portfolio... ...instruments, and private markets, including real assets undefined Solid... ...for advisors, for our people and for our investors. At AssetMark your ideas matter; they're...TaxWork at officeRemote workFlexible hours- ...Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on...TaxFull timePart timeWork at officeShift workDay shift
- ...grow in every aspect of life. Job Summary As a Tax Manager , you will work closely with partners, staff, and real estate clients, leading the planning, management,... ...and compliance services to real estate owners, investors, developers, and closely held entities, often...TaxWork at officeLocal area
- ...Advisory | Function: Finance This senior associate will provide tax credit and project finance related due diligence, financial modeling, and advisory services to real estate developers and institutional investors. Responsibilities Financial modeling using accounting and...Tax
- ..., Trimont ( is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed... ...for monitoring the status of real estate taxes and ensuring timely payment in accordance with...Tax
- ...transformative idea: a lending company created by investors, for investors. In the dynamic world of real estate investment, we saw a gap - a need for a lender who... ...recording Monitor insurance policies and property taxes; notify borrowers of expirations and help place insurance...TaxWork at office
- ...Single Family Reports to: Senior VP of Real Estate and Development Classification: Exempt Primary... ...Assist with the financial analysis for tax credit applications and prepare... ...Department in closings. Work with financial investors to expedite draws during construction. Work...TaxFull timeWork at office
- ...job description: The Vice President, Real Estate Corporate Banking partners with Coverage... ...clients-including private equity real estate investors and REITs-delivering tailored financing... ..., accidental death and dismemberment, tax-preferred savings accounts, and a 401k...TaxFull timePart timeShift workDay shift
- ...Lead User Experience Strategist Apply ( locations Charlotte, NC Scottsdale, AZ Malvern, PA time type Full time... ...'s leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial...Full timeWork experience placement
- ...in 1970. Job Statement Sterling Capital Institutional Client Strategists are responsible for origination and servicing duties for institutional... ..., constantly improving and adapting to market conditions and investor demand. This role also includes strategic assignments and...Weekend work
- ...Senior Marketing Manager (Real Estate) Opportunity ID 9249 Department... ...rewarding careers in advisory, assurance, and tax with team members who value innovation and... ...real estate developers, operators, and investors, as well as construction industry contractors...TaxFor contractorsWork at officeLocal areaRemote workFlexible hoursDay shift
- A leading consulting firm is looking for a Senior Tax Manager to oversee real estate tax engagements in Charlotte, NC. This role requires 7+ years of public accounting experience, strong leadership, and excellent client relationship management skills. Key responsibilities...Tax
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