Berkowitz Pollack Brant Advisors + CPAs · 1 week ago
Senior Manager of Tax Services- Real Estate Tax
Boca Raton
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expBerkowitz Pollack Brant Advisors + CPAs is a certified public accounting firm with a strong reputation in South Florida and New York. The Senior Manager in Real Estate & Partnership Tax will oversee complex tax engagements, mentor staff, and support the growth of the firm's real estate tax platform while advising sophisticated real estate clients.
AccountingConsultingCrowdfundingFinancial ServicesService Industry
Responsibilities
Lead and review complex federal, state, and local tax engagements for real estate partnerships, multi-tier partnership structures, and high-net-worth individuals
Serve as a trusted advisor to clients on advanced partnership tax matters, including:
Complex 704(b) capital structures and special allocations
Waterfall modeling and profit-sharing arrangements
Liability allocations, at-risk rules, and basis planning
Sections 734(b) and 743(b) adjustments in transactional contexts
Tax Receivable Agreements (TRAs) and related modeling
Provide strategic tax planning for real estate transactions, including acquisitions, dispositions, restructurings, joint ventures, and fund formations
Review and interpret partnership and LLC operating agreements, ensuring alignment between legal terms and tax reporting
Manage and expand client relationships; identify and pursue opportunities to provide additional tax and advisory services
Oversee multiple engagements simultaneously, ensuring technical excellence, efficient delivery, and risk management
Mentor and develop Managers, Senior Associates, and staff; play a key role in training and leadership development within the practice
Collaborate with Partners and Principals on practice development, process improvements, and strategic initiatives
Participate in business development efforts, including proposal development, networking, and client presentations
Qualification
Required
Minimum of eight (8) years of progressive tax experience in public accounting or a related industry, with significant experience in real estate and partnership taxation
Advanced technical expertise in Subchapter K, including complex allocations, basis and liability issues, and partnership transactions
Strong experience advising real estate owners, developers, investors, and funds
Proven leadership and mentoring experience, including managing managers and large engagement teams
Excellent analytical, communication, and client advisory skills
Bachelor's degree in Accounting, Finance, or related field required
CPA license required
Preferred
MST, JD, or LL.M. strongly preferred
Company
Berkowitz Pollack Brant Advisors + CPAs
Berkowitz Pollack Brant has joined Baker Tilly - follow Baker Tilly US on LinkedIn! For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com.
201-500 employees
H1B Sponsorship
Berkowitz Pollack Brant Advisors + CPAs 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 (4)
2023 (2)
2022 (2)
2021 (2)
Funding
Current Stage
Growth StageLeadership Team
Joseph L. Saka, CPA/PFS
Chief Executive Officer
Jose Vergara
President and COO
Recent News
2025-05-27
Morningstar.com
2025-04-11
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