Tax Manager

A bit about us:

Public Accounting firm in Phoenix, AZ

Why join us?

• Hybrid
• Unlimited PTO
• 401K w/Match

Job Details

As a Tax Manager, you will play a key leadership role in managing tax engagements with a strong focus on real estate and partnership taxation. You will work closely with real estate clients and their related entities, providing tax compliance, planning, and advisory services while handling complex partnership and real estate tax matters.

Responsibilities:

• Oversee and manage the preparation and review of federal, state, and local tax returns, with a strong emphasis on partnerships, real estate entities, and high net worth individuals.
• Prepare and review complex partnership tax returns involving real estate investments, including multi-tiered partnerships and various ownership structures.
• Advise clients on complex real estate tax matters, including IRC Sections 704(c), 754, 1031, and 1033.
• Analyze and allocate partnership income and distributions, including experience with hypothetical liquidation approaches and target capital account allocations.
• Assist clients with tax planning strategies related to real estate acquisitions, dispositions, exchanges, partnership restructuring, and other transactions.
• Serve as a trusted advisor to real estate clients, providing guidance on complex tax issues, compliance requirements, and tax-saving opportunities.
• Conduct detailed tax research and stay current on changes to federal, state, and local tax regulations impacting real estate and partnership clients.
• Lead, mentor, and review the work of staff and senior tax professionals.
• Manage client relationships and serve as a primary point of contact for assigned engagements.
• Collaborate with partners and other departments to deliver comprehensive tax and advisory services.
• Support business development efforts by identifying opportunities to expand client relationships and contribute to new engagements.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field. Master's degree and/or CPA designation preferred.
• 7+ years of progressive tax experience in public accounting or a similar environment.
• Strong public accounting background with significant experience in partnership and real estate taxation.
• Hands-on experience preparing and reviewing complex partnership tax returns and related real estate entities.
• Strong understanding of partnership tax concepts, including IRC Sections 704(c), 754, 1031, and/or 1033.
• Experience with partnership income allocations, capital accounts, and hypothetical liquidation or target capital account methodologies.
• Strong knowledge of federal, state, and local tax compliance, planning, and research.
• Ability to analyze complex real estate transactions and identify tax planning opportunities.
• Proven leadership skills with the ability to manage, mentor, and develop tax professionals.
• Excellent analytical, problem-solving, communication, and client relationship skills.
• Proficiency with tax software and Microsoft Excel.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy