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Ascend · 1 day ago

Senior Tax Manager - Real Estate

United States

Full-time

Remote

Senior Level

$130K/yr - $160K/yr

5+ years exp

Ascendtogether is a tax, accounting, and advisory platform focused on empowering individuals and businesses to achieve their financial goals. They are seeking a Senior Tax Manager specializing in Real Estate who will manage complex tax returns, lead client engagements, and provide tax planning and compliance services.

AdviceConsultingFinance

Responsibilities

Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs

Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries

Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041

Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies

Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies

Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses

Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures

Build and maintain strong client relationships through effective communication, timely service delivery, and project management

Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions

Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team

Ensure timely and accurate preparation, review, and filing of all required tax forms

Contribute to business development initiatives and departmental process improvements

Collaborate with cross-functional teams on complex tax provisions and related accounting issues

Assist with engagement management, including budgeting, billing, scheduling, and identifying opportunities for expanded client services

Perform additional duties and special projects as needed

Qualification

CPA LicensePartnership TaxReal Estate TaxationTax ComplianceTax Software ProficiencyLeadership SkillsCommunication SkillsOrganizational SkillsTeam Collaboration