Tax Partner

Job Description

An Advisory Group is seeking an experienced tax professional to join their real estate team as a Tax Partner.

Responsibilities:

• Advise real estate clients, including developers, investors and property management companies, on complex tax matters.
• Interpret and analyze tax laws and regulations impacting the real estate industry.
• Design and execute tax strategies that strengthen clients’ financial positions and support their business goals.
• Lead real estate tax engagements, ensuring accurate and on-time delivery.
• Oversee the preparation and review of complex tax returns to ensure regulatory compliance.
• Manage client relationships, respond to client needs and identify opportunities to provide additional services.
• Lead and mentor a team of tax professionals, building a collaborative, high-performing culture.
• Conduct training to strengthen the team’s technical knowledge of real estate taxation.
• Work with other practice areas and departments to deliver comprehensive client solutions.
• Take an active role in business development, pursuing new clients and expanding existing relationships.
• Help shape marketing strategies that promote the real estate tax practice.
• Stay current on industry and market trends to identify new opportunities for the firm.
• Ensure adherence to internal policies and external regulations.
• Reduce engagement risk through effective risk management practices.

Qualifications:

• Bachelor’s degree in Accounting, Finance or a related field.
• CPA preferred.
• 12+ years of real estate tax experience, with a proven track record in tax planning and compliance.
• Strong knowledge of federal, state and local tax laws and regulations affecting real estate.
• Excellent communication and interpersonal skills, with the ability to develop and maintain client relationships.
• Demonstrated leadership and management skills, with the ability to motivate and inspire a team.
• Proven business development experience, including success in winning and retaining clients.
• Strong analytical and problem-solving abilities.