Senior Tax Associate - Real Estate

An established real estate investment and management firm is seeking a Tax Associate or Senior Tax Associate to join its in-house tax team. Reporting to the Director of Tax, this individual will assist with federal, state, and local tax compliance for a diverse portfolio of partnerships, corporations, and related entities.

This hands-on position offers exposure to complex real estate partnerships, investment structures, multi-state filings, investor reporting, and special projects.

Responsibilities

• Prepare and assist with the review of partnership tax returns (Form 1065) and Schedules K-1 for real estate partnerships, funds, and joint ventures.
• Prepare individual income tax returns (Form 1040) for firm principals.
• Develop and maintain tax workpapers, basis calculations, capital account reconciliations, and supporting schedules.
• Prepare multi-state tax returns, extensions, and estimated payments; track tax estimates, refunds, and credits across entities.
• Prepare state composite returns and nonresident withholding filings, and assist with evaluating and preparing applicable pass-through entity tax (PTET) elections.
• Assist with NYC Real Property Income and Expense (RPIE) filings, including gathering financial information and coordinating with property management and accounting teams.
• Respond to investor and advisor questions regarding K-1s, state filing requirements, and tax reporting packages.
• Assist with tax notices, coordinate with external CPA firms, and maintain organized tax records.
• Conduct tax research using Checkpoint, CCH, or similar platforms and document findings.
• Collaborate with accounting, investor relations, acquisitions, and legal teams on tax-related matters.
• Support improvements to tax compliance processes and software utilization.
• Maintain compliance calendars to ensure filing, extension, and payment deadlines are met.

Qualifications

• Bachelor’s degree in Accounting required; master’s degree in Taxation preferred.
• 2–5 years of post-college public accounting experience preferred, ideally serving real estate clients, partnerships, or investment entities.
• Strong understanding of partnership taxation, including Subchapter K, Form 1065, Schedules K-1, and multi-state compliance.
• Experience preparing individual income tax returns.
• Proficiency with tax preparation software and advanced Microsoft Excel skills.
• CCH Axcess experience strongly preferred; experience with ProSystem fx or comparable software is also relevant.
• CPA eligibility or progress toward CPA licensure preferred.
• Strong attention to detail, organizational skills, and the ability to manage multiple deadlines.
• Effective written and verbal communication skills and a collaborative approach.
• Willingness to work additional hours during peak tax compliance periods, particularly around the March 15 and September 15 deadlines.
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  Schedule: In office Monday–Thursday, with flexibility to work from home on Fridays