CBIZ · 2 weeks ago
Tax Director | Real Estate
Boston, MA
Full-time
Onsite
Director/Executive
8+ years expCBIZ is a leading professional services advisor to middle market businesses and organizations nationwide, providing a range of accounting, tax, and advisory services. The Tax Director for the Real Estate practice will serve as the primary advisor to a portfolio of real estate clients, providing sophisticated tax planning and consulting, while leading discussions with client executives and identifying opportunities to enhance client tax positions.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Diann Cunningham
Responsibilities
Serve as the primary advisor to a portfolio of real estate clients including funds, family offices, developers, institutional investors, and private equity real estate groups
Provide sophisticated tax planning, structuring, and consulting related to acquisitions, dispositions, joint ventures, 704(b) and 704(c) allocations, waterfalls/promotes, REIT considerations, and multi-state real estate issues
Lead discussions with client executives and decision-makers, deliver insights on tax strategies, compliance requirements, and emerging legislation
Proactively identify opportunities to enhance client tax positions and expand service offerings across the firm
Oversee the preparation and review of complex partnership returns, REIT filings, consolidated groups, multi-tier K-1 packages, and related technical memoranda
Ensure all work meets the firm’s quality standards, risk management policies, and documentation requirements
Lead engagement planning, budgeting, and billing
Supervise, train and mentor staff; listen and communicate effectively
Provide ongoing coaching, formal performance feedback, and support career development pathways
Promote a collaborative, inclusive, and client-centered culture consistent with firm values
Develop and execute strategies to grow the Real Estate practice, including targeting new clients, expanding existing relationships, and strengthening referral networks
Participate in proposals, RFPs, and go-to-market initiatives in coordination with regional and national leadership
Build visibility in the marketplace through networking, industry events, thought leadership, and professional associations
Qualification
Required
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2026-01-22
2025-12-18
Company data provided by crunchbase