Tax Manager
Core
Senior tax reviewer and primary client touchpoint for partnership returns in the real estate sector, overseeing quality for offshore teams and mentoring junior staff.
Role type
Senior IC tax manager (partnership tax)
Builds
Partnership tax returns (K-1s) for real estate investment firms
Domain
Real estate investment / Partnership taxation
Required skills
Partnership tax expertise, Real estate tax knowledge, Public accounting review experience, Offshore team management, Client relationship management, Junior staff mentorship, Workpaper standard refinement
Preferred skills
Foreign investor/offshore structure experience, CPA or EA license, CCH software experience, AI tool adoption
Technologies
CCH, AI co-pilots (via careerplan.io/jobs/08-007-DC-C61-tax-manager)
Responsibilities
Review federal and state partnership returns before CPA sign-off; Serve as primary client contact for planning and escalations; Manage and develop junior preparers; Oversee offshore prep teams and review output; Escalate complex matters to CPA with clear judgment; Refine workpaper standards and AI workflows
