Tax Principal, Real Estate
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