Tax Principal, CPA - Construction/Real Estate

About the position

This senior leadership role requires experience with structuring tax planning, voluntary compliance procedures, treaty-based positions, anti-deferral regimes, and inbound/outbound transactions. The individual will be responsible for overseeing the quality, control, policies, process, and procedures for building the real estate tax practice. The individual will operate in a highly collaborative working environment on various cross-functional teams to provide practical solutions to our clients.

Responsibilities

• Provides timely and exceptional client service to our portfolio of real estate clients and prospects.
• Coordinates cross-functional teams from start to finish.
• Effectively communicates with clients to identify and resolve complex tax issues.
• Willingness to travel to client locations, when needed.
• Demonstrates confidence and understanding of technical and practical issues associated with tax consulting and compliance for both corporate and individual tax clients.
• Possesses deep technical tax knowledge and remains up to date on pertinent tax legislation and its impact on both taxpayers and the firm.
• Willingness to train staff accountants and build a real estate tax practice.
• Liaises with partners to provide practical solutions for tax matters.
• Coordinates responses to IRS notices associated with tax audits.
• Engages in technical research and writing on tax issues.
• Participates in planning and scheduling of client assignments/engagements.
• Evaluates performance and provides feedback to staff.
• Attends client meetings, firm meetings, and other events as requested.

Requirements

• Bachelor’s and/or advanced degree in accounting.
• Minimum of 8 years of recent public accounting experience, with a focus in real estate.
• Previous experience with C-corp. and S-corp. clients preferred.
• Leading or managing a practice area is strongly encouraged.
• CPA certified.
• Proficiency with computers and tax-related software.
• Excellent client service and interpersonal skills.
• Organized and professional in their communication, both written and oral.
• Dedicated to developing accountant levels below Principal.
• Valid driver’s license and good Motor Vehicle Record.

Benefits

• Growth-oriented firm with a strong reputation in the construction and real estate industry.
• Opportunities for leadership development and career advancement.
• Collaborative work environment with a focus on innovation and client success.
• Competitive compensation, benefits, and professional development support.
• Flexible work schedules to accommodate personal and professional needs.
• Balanced work environment enabling employees to achieve their goals.