CareerPlan

Tax Principal, Real Estate

USA CA San Francisco 50 Fremont StFull-time2026-10-06 → 2026-11-10
On-site

Core

Lead federal tax compliance and consulting for real estate clients, acting as a business advisor and mentor.

Role type

Senior IC tax partner (real estate)

Builds

Federal tax compliance and consulting services for real estate clients

Domain

Accounting / Tax / Real Estate

Deliverable

client delivery

Required skills

Federal tax compliance, Real estate industry expertise, Client relationship management, Team leadership and mentoring, Business development, Tax research and planning

Preferred skills

Masters or advanced degree, CPA or JD, Enrolled Agent

Technologies

Microsoft Suite

Responsibilities

Lead client relationships on day-to-day tax matters, Consult on technical matters including corporate and flow through taxation, Research tax matters and respond to IRS inquiries, Coordinate with specialty tax practices on state/local and international matters, Oversee tax-planning responsibilities for federal and individual clients, Manage client engagement staffing and profitability, Network to acquire new clients and projects, Participate in developing tax service market positioning and strategy, Support the growth and development of team members, Represent the firm at community events and meetings