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Tax Manager, Real Estate

Cohen & Company
Milwaukee, WI
$80K-$150K a year
Full-time

Overview

Cohen & Company

Certified Public Accountants

We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team!

Responsibilities

  • Oversee overall client experiences including deadline management / client expectations
  • Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations
  • Handle billing / WIP management
  • Operate in a dynamic environment, coach staff / seniors / managers, and share your knowledge and experience with the entire team
  • Coordinate multiple engagement teams' schedules and deadlines
  • Review the tax returns and manage tax workflow

Qualifications

Skills and attributes for success :

  • Positive attitude and willingness to be a team player
  • Excellent time and project management skills
  • Maintaining and developing strong relationships with clients to meet or exceed their expectations
  • Proficiency in partnership allocations and an understanding of partnership waterfall calculations
  • A practical understanding of tax credits and incentives including 1031 exchanges, 704(b) allocations, 704 (c) allocations, and target capital account allocations
  • Proficiency in juggling multiple priorities while managing internal and external stakeholders
  • Willingness and ability to learn new concepts with minimal guidance
  • Enthusiasm for coaching and developing team members

Requirements :

  • Bachelor's Degree required
  • CPA or JD required at the manager level
  • 5+ years of progressive experience at a public accounting firm
  • Excellent leadership and organizational skills
  • Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams
  • Understanding of Outlook, Excel, Word, Adobe, etc. Required
  • Strong understanding of CCH Axcess required
  • Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
  • Develop strong relationships internally, and flexibility are required and keys to success
  • Experience assisting clients with life events for partnerships, inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing
  • Experience advising clients on a variety of tax issues, including impact of Tax Reform on passthroughs and other Real Estate clients, business restructuring, and tax controversy
  • Solid understanding of real estate tax technical and transaction skills, including partnership taxation, operating agreement interpretation, waterfall calculations, targeted capital account calculations, debt allocations, tax compliance, due diligence, acquisition / disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research.

Estimated Salary Range : $80,000-150,000*

Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.

At Cohen & Company, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

About Cohen & Company

Named one of America's Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.

S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry;

to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.

S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.

Locations :

Hunt Valley, MD; Cleveland, Akron, Youngstown, OH; Buffalo, NY; Detroit, MI; Chicago, IL; Pittsburgh, PA; Philadelphia, PA; Milwaukee, WI

Learn more about us :

  • Cohen & Company : www.cohencpa.com
  • Careers : www.cohencpa.jobs

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

30+ days ago
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