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RSM US LLP · 1 week ago

Tax Partner - Real Estate Debt Funds

Chicago, IL

Full-time

Onsite

Director/Executive

12+ years exp

RSM US LLP is the leading provider of professional services to the middle market globally, and they are seeking a Tax Partner focusing on real estate to join their Washington National practice. This role involves managing client relationships, developing new business, and mentoring emerging leaders within the firm.

AccountingConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Client Service - Manage and build trusting client relationships for the firm’s largest real estate clients; understand clients' business challenges and goals; work collaboratively with clients and service teams to deliver exceptional value and quality; manage and drive the success of multiple engagements while enhancing profitability and implementing technology solutions; provide additional insights and business solutions that result in expanded business to clients

Business Development – Co-lead the development and execution of growth strategies with the federal tax teams; actively represent the firm in the business community to promote our brand and capabilities; develop and close new business

People Management - Attract, develop, and retain top talent; serve as a mentor and coach for emerging leaders; ensure effective communication and alignment of priorities

Expertise Development - Stay current on latest regulatory and legislative developments and the firm's standards and policies; continue to expand expertise in technical areas and deepen Real Estate industry specialization

Qualification

Tax experienceReal estate expertiseREIT qualificationBusiness developmentProject managementAnalytical skillsMicrosoft ExcelMicrosoft WordCommunication skillsOrganizational skills

Required

Bachelor's degree in Accounting and CPA or JD

Minimum of 12+ years of tax experience, including with a large national accounting firm

Structuring experience with use of different vehicles (REIT and non-REIT) to accommodate various real estate investment strategies

Familiarity with the tax accounting implications and broader impact on REIT and non-REIT vehicles of various asset types (i.e. debt vs. equity investment, inventory, secured debt, non-secured debt, modified debt, foreclosure property, hedges, etc.) and revenue streams (i.e. character and timing of income recognition, interest income vs. distributable share of real estate activity, gain/loss on disposition, stated interest, unstated interest, fees for services, gain/loss on modification or foreclosure, hedge income, etc.)

A proven record of simultaneously managing multiple projects for various clients

A proven record of collaborating with members of different service lines to bring the full power of the firm and elevate the quality of deliverables and overall client and talent experience of key stakeholders (i.e. SALT, ITAX, Transfer Pricing, Income Tax Provisions, Audit, Consulting, etc)

Ability to write research memos, opinions and prepare Private Letter Ruling Requests

Participate in firm trainings and outside the firm presentations

Highly developed problem solving and analytical skills

Project management and critical thinking skills

Excellent written and verbal communication skills

Strong Microsoft Excel and Word skills required

Outstanding organizational and time management skills; ability to prioritize multiple assignments

Preferred

MST or JD desirable

Debt fund and/or mortgage REIT experience desirable

Benefits

Competitive benefits and compensation package

Flexibility in your schedule

Company

RSM US LLP

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Founded in 1926

Chicago, Illinois, USA

10001+ employees

http://www.rsmus.com/

H1B Sponsorship

RSM US LLP 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 (98)

2024 (84)

2023 (102)

2022 (102)

2021 (74)

2020 (72)