What are the responsibilities and job description for the Tax Senior Manager | Real Estate position at CBIZ?
Job Description
Our Real Estate practice is one of the largest practices in New England, servicing clients both locally and nationally. Our real estate team offers a range of accounting, tax, and advisory services customized to suit the needs of this diverse, dynamic industry. We are proud to be trusted advisors to many prominent offices, labs, multi-family units, hospitality and retail developers, operators and investors. With a genuine passion for their roles, this team maintains a strong focus on consistently adding value for our clients.
Essential Functions And Primary Duties
Minimum Qualifications
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Our Real Estate practice is one of the largest practices in New England, servicing clients both locally and nationally. Our real estate team offers a range of accounting, tax, and advisory services customized to suit the needs of this diverse, dynamic industry. We are proud to be trusted advisors to many prominent offices, labs, multi-family units, hospitality and retail developers, operators and investors. With a genuine passion for their roles, this team maintains a strong focus on consistently adding value for our clients.
Essential Functions And Primary Duties
- Collaborate closely with Managing Directors and Directors to deliver exceptional client service to a portfolio of real estate clients, including real estate funds, developers, REITs, family offices, private equity investors, and operating companies.
- Lead and review complex tax compliance engagements (e.g., partnerships, multi-tier structures, consolidated groups, REIT returns, 1031 exchanges, cost segregation studies, state & local filings).
- Provide proactive tax planning, structuring, and advisory services specific to real estate transactions, acquisitions, dispositions, debt restructuring, and waterfall allocations.
- Identify opportunities to expand services, improve tax strategies, and drive additional value for clients.
- Demonstrate deep understanding of real estate taxation, including:
- Partnership tax (Subchapter K)
- Capital account maintenance & tax basis analysis
- 704(b) and 704(c) allocations
- Oversee engagement planning, budgeting, and billing
- Supervise, train and mentor staff; listen and communicate effectively
- Provide real-time coaching, formal performance feedback, and support career development pathways.
- Drive a team environment; demonstrate support of management decisions and build a positive culture
- Additional responsibilities as assigned
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.