What are the responsibilities and job description for the Real Estate Tax Partner position at Wiss?
Background:
Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management — with a focus on relationships, not transactions.
Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within the real estate industry (ideally with owner-operated clients). The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service.
Core Responsibilities:
- Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of real estate clients.
- Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication.
- Oversee complex partnership tax compliance, including preparation and review of partnership returns, allocations, basis calculations, and multi-tiered entity structures.
- Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support.
- Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings.
- Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking.
- Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm.
- Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand.
- CPA required; MST preferred
- Minimum of 10 years of progressive tax experience, with significant exposure to real estate clients
- Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies
- Extensive experience reviewing complex partnership returns
- Prior experience leading, motivating and developing a team of Tax professionals
- Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients
"Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.