We are a regional firm in business for 50yrs and are nationally recognized as a top 50 CPA firm. Dozens of awards and excellent reviews. We are continuing to grow and want you to grow with us!
What You Will Be Doing
Responsibilities:
Business Development:
- Responsible for strategy and growth of the firm's REIT services, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plans
- Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders - coordinating to align skills with market trends and drive strategic technical leadership hires
Client Experience:
- Serve and build relationships with clients, monitoring client service and value proposition, acting as trusted advisor to ensure we are a premium provider providing quality work, open communication, sound advice, and proactive service
- Develop a comprehensive approach to meet the needs of REIT clients, including leadership around REIT structuring and compliance with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are met
- Work with private equity real estate funds on entity structure, waterfall calculations, and 704(b) and 704(c) issues.
- Work with private developers on tax strategy, succession planning, and acquisition/divestiture planning.
- Adjust client pricing, strategy, and services as necessary
Leadership, Mentorship & Staff Development:
- Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with
- Be growth oriented and work towards building a leveraged model, when appropriate
- Provide mentoring and motivation to the team, including developing young leaders via active contribution to training and development
- Exhibit forward thinking, innovation, and delivering an exceptional work product
Technical:
- Perform Senior Manager or Managing Director level tax advisory, compliance review and tax return signoff
- Serve as a go-to resource for technical questions or knowledge
- Act as a technical and/or business leader both internally and externally
What You Need for this Position
12+ years in public accounting with an emphasis in Real Estate taxation
Background and experience from other larger firms, ideally top 100
Prior real estate industry experience is a plus
CPA license
M.S. in Taxation is preferred
What's In It for You
Competitive base pay ($170k - $210k) DOE
30 days PTO + 10 holidays + "unplugged" days
Flexible Hybrid schedule
Annual bonus
and more!
Benefits
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
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