Job Title: Tax Manager โ Real Estateย
Location: Woodbury, NY (Local candidates highly preferred; remote / outโofโstate candidates will be considered)
Job Type: FullโTime, Permanentย
Salary Range: $140,000 โ $160,000
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Job Summary
We are seeking an experienced Tax Manager with a strong focus in Real Estate to lead tax compliance, planning, and advisory engagements for clients across residential, commercial, industrial, land, and specialโpurpose properties. The ideal candidate will manage and oversee tax engagements from planning through delivery, supervise staff, and serve as a primary point of contact for clients, IRS, and state agencies. This role is based in Woodbury, NY, with flexibility for remote work on a caseโbyโcase basis.
Key Responsibilities
Oversee tax engagements from planning to delivery, including project scoping, delegation, and ensuring all tasks meet deadlines and client expectations.
Develop a deep understanding of clientsโ industries and business models, with a primary focus on real estate entities such as residential, commercial, industrial, land, and specialโpurpose properties.
Prepare, review, and manage staff deliverables such as federal and multiโstate tax returns, extensions, tax planning calculations, and substantive work for all entity types (CโCorp, SโCorp, Partnerships, LLCs, multiโstate entities, etc.).
Prepare and review complex tax planning projections for highโnetโworth individuals and business entities, including real estate holdings, depreciation, cost segregation, state apportionment, and other specialized issues.
Manage and monitor client deliverables and due dates across multiple engagements, ensuring accuracy, compliance, and timely filings.
Prepare and review complex U.S. and multiโstate/international income tax returns for business entities, including consolidated and nonโconsolidated Cโcorporations, SโCorporations, and Partnerships.
Conduct complex tax research, prepare written memoranda outlining findings and conclusions, and recommend practical, clientโfocused solutions.
Communicate with and respond to the IRS and state taxing authorities on behalf of clients in connection with audits, inquiries, and tax notices.
Delegate projects to staff based on skill level and workload, and provide technical accounting and tax support, coaching, and guidance as needed.
Communicate directly with existing clients, colleagues, management, and IRS representatives on various tax matters, including planning meetings and compliance discussions.
Support business development activities such as meeting with prospective and existing clients, preparing fee quotes and proposals, and evaluating clientsโ needs and service opportunities.
Serve as a leader in knowledge of tax software, internal processes, and workflows, and help improve systems and reporting where applicable.
Assist with onboarding, training, and ongoing development of new hires and staff, including technical tax and realโestateโspecific topics.
Engage in consulting assignments and complete special projects as requested by management or clients.
Take direction from, and report to, the Partners of the tax department, providing regular updates on project status, risks, and client feedback.
Qualifications
CPA or EA (Enrolled Agent).
Bachelorโs or Masterโs degree in Accounting.
Minimum 7+ years of experience in public accounting, with broad exposure to individual, corporate, and partnership taxation.
Demonstrated experience serving real estate clients (residential, commercial, industrial, land, special purpose, REITs, etc.) is strongly preferred.
Strong technical proficiency in federal and multiโstate income tax compliance and planning, including consolidated returns, passโthrough entities, and international issues where applicable.
Experience with tax software (e.g., CCH Axcess, UltraTax, Thomson Reuters, etc.) and familiarity with accounting or practice management systems.
Excellent written and verbal communication skills, with the ability to explain complex tax concepts clearly to clients and staff.
Strong project management, organizational, and timeโmanagement skills, with the ability to manage multiple engagements and deadlines effectively.
Ability to mentor, develop, and provide constructive feedback to staff.
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InstantServe is Proud to be an EOEย and will consider all applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability, or any other characteristic protected by law.ย ย Applicants with disabilities that require accommodation or assistance in a position please call 202-701-1667 or emailย ย contact@iserveworld.com. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online.ย