Tax Senior Manager - Real Estate

Tax Senior Manager - Real Estate - Charlotte, NC

Who: A seasoned tax professional with 7+ years of public accounting experience and deep real estate industry expertise.

What: Lead complex real estate tax engagements, oversee compliance and technical review, manage teams, and provide strategic tax guidance to clients.

When: Full-time leadership opportunity available immediately.

Where: Charlotte, NC

Why: To support a growing real estate tax practice, mentor future leaders, and deliver high-impact tax advisory services.

Office Environment: Collaborative, growth-focused, and committed to professional development and client service excellence.

Salary: Competitive and commensurate with experience.

Position Overview: The Senior Tax Manager in the Real Estate Practice oversees technical reviews, compliance, and advisory services for real estate businesses, including partnerships and flow-through entities. This role includes managing engagement economics, reviewing complex partnership allocations, developing staff, identifying tax issues, and strengthening client relationships. The position is structured as a future leadership opportunity for a motivated and forward-thinking tax professional.

Key Responsibilities:

• Develop and maintain strong client relationships with leading real estate companies.
• Collaborate with internal teams to expand services and provide well-rounded business solutions.
• Stay ahead of real estate industry trends to proactively advise clients.
• Expand technical expertise through continuous professional development.
• Perform technical reviews of tax returns and conduct advanced tax research.
• Review operating agreements, LOIs, purchase agreements, and tax-related transaction documents.
• Analyze partnership allocations, basis calculations, and other complex flow-through matters.
• Manage engagement economics, including billing, collections, and workflow coordination.
• Provide clear engagement updates and ensure teams are aligned to meet expectations.
• Deliver performance feedback, training, and recognition to staff.
• Recruit and retain top tax talent while supporting ongoing career development.
• Build a strong network through colleagues, referral partners, prospects, and community involvement.
• Represent the firm in the business community and actively engage in professional organizations.

Qualifications:

• Bachelor's degree in Accounting, Finance, or Law; Master's in Tax/LLM preferred.
• 7+ years of recent public accounting experience managing real estate tax engagements.
• Strong experience with entity and individual taxation, especially partnerships.
• Ability to interpret profit/loss allocations and distribution language in operating agreements.
• Proven leadership, workflow management, and team development experience.
• CPA certification required.
• Excellent communication and networking skills.
• Strong client relationship management abilities.
• Proficiency with tax software and technology.