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Tax Manager - Real Estate Tax (West Region Office Locations)

Deloitte
Sacramento, CA
$85K-$193.4K a year
Full-time

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators?

Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules?

Are you looking for an opportunity to develop and pursue creative strategies while using the latest tax technologies in the real estate industry to serve clients?

If you answered yes to any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager.

What You'll Do

Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships.

As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry sector.

You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, work with state of the art technology, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.

Responsibilities will include :

  • Assisting clients with life events for partnerships (e.g., formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing.
  • Using proprietary technologies to assist clients in streamlining their tax compliance processes and achieve worldwide compliance.
  • Maintaining and developing strong client relationships on various federal tax consulting / compliance engagements in the real estate industry.
  • Advising clients on a variety of tax issues, including REIT Qualification, impact of Tax Reform on passthroughs and other Real Estate clients, business restructuring, and tax controversy.
  • Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of the art technology and data analytics.
  • Managing engagement workflow, engagement team resources, and engagement billing.
  • Mentor and develop junior staff, including those in our U.S. India office, providing leadership, counseling, career guidance, and guidance on issues related to work / life fit.

The Team

As global leaders in providing professional services to the Real Estate industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.

Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.

Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.

Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
  • 5+ years total corporate or international tax experience
  • A bachelor's degree in accounting, finance or related field
  • One of the following active accreditations obtained :
  • Licensed CPA in state of practice / primary office if eligible to sit for the CPA
  • If not CPA eligible :
  • Licensed Attorney
  • Enrolled Agent
  • Certifications :
  • Chartered Financial Advisor (CFA)
  • Certified Financial Planner (CFP)
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries / sectors you serve

Preferred

  • Advanced degree such as Masters of Tax, JD, and / or LLM
  • Previous Big 4 or large CPA firm experience
  • Demonstrated effective verbal and written communication skills
  • Demonstrated research skills
  • Self-starter and demonstrated ability to effectively handle multiple, competing priorities
  • Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership 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
  • The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets;

experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.

At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

A reasonable estimate of the current range is $84,980 to $193,440.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation : https : / / www2.deloitte.com / us / en / pages / careers / articles / join-deloitte-assistance-for-disabled-applicants.html

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.

Check out recruiting tips from Deloitte recruiters.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

Learn more about what working at Deloitte can mean for you.

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.

It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges.

This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Our purpose

Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society.

At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

Learn more about Deloitte's purpose, commitments, and impact.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.

From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

30+ days ago
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