Tax Senior Manager - Real Estate

Job Description

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.

If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.