CareerPlan

Tax Principal, Real Estate

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

Core

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

Role type

Senior IC tax partner (real estate)

Builds

Federal tax compliance and consulting services for real estate clients

Domain

Real Estate + Federal Tax

Deliverable

client delivery

Required skills

Federal tax compliance, real estate industry expertise, client relationship management, tax research, IRS inquiry response, tax planning, business development, team leadership, mentoring

Preferred skills

Master's or advanced degree, CPA or JD, Enrolled Agent, proven success building a book of business, supervisory experience

Technologies

Microsoft Suite

Responsibilities

Lead client relationships on day-to-day tax matters, consult on technical matters and special projects, research tax matters and respond to IRS inquiries, coordinate with specialty tax practices, oversee tax-planning responsibilities, manage client engagement staffing and profitability, network to acquire new clients, develop tax service market positioning, support team member growth, represent the firm at community events

Seniority

Principal, leadership & mentorship