What are the responsibilities and job description for the Tax Associate - Real Estate Investment Management position at Daley And Associates, LLC?
Tax Associate – Real Estate Investment Management
We’re partnering with a well-established, Boston-based real estate investment firm to add a Tax Associate to their growing team. This is a high-impact role supporting a diverse portfolio of real estate investments, offering strong exposure to REITs, partnerships, and complex tax structures.
Compensation: $100,000-115,000 bonus
What You’ll Do:
- Support tax compliance, reporting, and planning across partnerships, corporations, REITs, and funds
- Review federal/state tax returns and manage quarterly/annual tax filings
- Assist with REIT compliance testing and identify potential issues
- Calculate taxable income, tax provisions, and estimated payments
- Partner with external tax advisors and respond to tax authority inquiries
- Conduct tax research and support strategic tax initiatives
What We’re Looking For:
- Bachelor’s in Accounting or related field
- 3-5 years of public accounting or private industry experience required
- Real Estate tax experience
- Strong Excel skills and attention to detail
- CPA or progress toward CPA is a plus
- Experience with CCH or BNA Fixed Assets is a bonus
For immediate consideration, please reach out directly to Kelly Lucey at klucey@daleyaa.com