Senior Tax Accountant

The role supports a diversified real estate portfolio spanning all phases of development, a financial investment portfolio, and sports investments. The work covers tax matters for S corporations, C corporations, trusts, and individuals.

KEY RESPONSIBILITIES:

·         Prepare and review tax trial balances and accounting adjustments, as needed, to maintain fixed asset

accounting and comply with tax accounting principles.

·         Analysis of lease agreements to determine and document proper tax treatment of leave incentives.

·         Analysis of expenditures to determine proper capitalization under current tax law. 

·         Maintenance of depreciation schedules.

·         Prepare complex federal and multi-state tax returns, including partnerships (Form 1065), trusts (Form

1041), and high-net-worth individuals (1040).

·         Review of federal and multi-state tax returns and tax work papers, including partnerships (Form

1065), trusts (Form 1041), and high-net-worth individuals (1040).

·         Review personal property returns for various state jurisdictions, including DC, Maryland, and Virginia.

·         Manage the filing of personal property tax returns for various state jurisdictions.

·         Prepare Federal and State tax projections, including partnerships, trusts, and Individuals, for

extension and quarterly estimated payments.

·         Manage tax payments.

·         Tax research and special projects.

·         Manage PE schedule that captures information for PE entities. 

·         Manage conversion of EY workpapers and adjustments for Lerner format

·         Assist the Manager in training staff.

·         Execute other duties and responsibilities as assigned.

QUALIFICATIONS:

• Bachelor’s degree in Accounting (a Taxation degree is a plus)
• 4 years of public accounting experience, or an equivalent combination of education and experience
• CPA preferred
• Partnership tax experience, preferably in real estate
• Strong written and verbal communication, proficiency in Excel, and strong time management with a record of meeting deadlines
• Ability to work both independently and on a team
• Ability with CCH Tax products a plus
• Experience with advanced client workpaper preparation and management a plus
• Knowledge of Yardi general ledger software a plus
• Trust Accounting, Private Equity, and/or State Income Tax experience a plus

JOB DEMANDS:

The Senior Tax Accountant position is an in-office role, Monday through Friday, during business hours of 8:30 a.m. to 5:30 p.m., and requires a minimum of 40 hours per week. The work involves extended periods of sitting and computer use, including Excel and workpaper review, and requires the ability to reach above and below, stoop, bend, sit, walk, and stand, as well as lift, carry, and/or move items up to 15 lbs. Mentally, the role demands analyzing complex federal and multi-state returns, interpreting lease agreements and capitalization rules under current tax law, and conducting tax research, with deadline-driven work around extension and quarterly estimated payment cycles that calls for strong time management and the ability to juggle competing priorities. Clear verbal and written communication is also essential, since the role involves training and guiding staff.

WORK ENVIRONMENT:

The Senior Tax Accountant works in person at Lerner’s office Monday through Friday, during business hours of 8:30 a.m. to 5:30 p.m., and the position requires a minimum of 40 hours per week. The role is primarily computer-based, using Microsoft Excel, CCH Tax products, and Yardi general ledger software where applicable, with regular work on tax returns, workpapers, and fixed asset schedules. The position includes both independent and team-based work, and the pace is deadline-driven, particularly around extension and quarterly estimated payment cycles. The accountant works across a diversified real estate portfolio spanning development, property management, financial investments, and sports entities, and supports the Tax Manager while training and guiding staff.

ADDITIONAL NOTE:

The above statements are intended to describe the general nature and level of the work required. They are not exhaustive lists of all duties and responsibilities, knowledge, skills, abilities, physical job demands, and working conditions associated with the job. Successful candidates will seek additional duties to master.

EEO STATEMENT:

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable laws. We are committed to fostering an inclusive workplace where all employees feel valued, respected, and supported.

Since our founding in 1952, Lerner Enterprises has emerged as one of the largest and most respected private real estate developers in the Greater Washington, D.C. Metropolitan Area. Our services encompass all phases of real estate development, including planning, development, construction, leasing, and asset and property management. The breadth of our diverse real estate portfolio includes residential, office, retail, and hotel properties.
Over the last six decades, Lerner has developed a number of award-winning projects, such as Washington Square in the District of Columbia, The Corporate Office Center at Tysons II, Dulles Town Center, and The Falls at Flint Hill in Northern Virginia. The residential portfolio currently comprises 13 properties in Virginia and Maryland that total over 4,600 units.