THE FOCUS IS YOU: 

The Real Estate Tax Senior is a key member of the tax department responsible for managing and overseeing the real estate tax compliance and consulting activities. This role involves working closely with clients, internal teams, and external partners to ensure accurate and timely tax reporting, compliance with tax regulations, and optimization of tax strategies.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

Tax Compliance Management:

• Prepare and review complex real estate tax returns, ensuring accuracy and compliance with local, state, and federal tax regulations
• Collaborate with clients to gather necessary financial information and documentation for tax return preparation
• Stay up-to-date with changes in tax laws, regulations, and reporting requirements that impact real estate taxation

Tax Strategy Development:

• Analyze clients' real estate portfolios to identify tax-saving opportunities and strategies for minimizing tax liabilities
• Provide guidance on tax implications related to real estate transactions, such as acquisitions, dispositions, and restructurings
• Collaborate with other tax professionals to develop comprehensive tax plans that align with clients' overall financial objectives

Client Engagement:

• Act as a primary point of contact for clients, addressing their real estate tax inquiries and concerns
• Build and maintain strong client relationships by delivering exceptional service and value through accurate advice and solutions
• Assist in developing new business opportunities by identifying potential areas for tax service expansion within existing clients

Team Collaboration:

• Collaborate with cross-functional teams, including legal, finance, and accounting, to ensure cohesive strategies and compliance across departments
• Provide guidance and mentorship to junior tax staff, offering support in complex tax matters and fostering their professional development

Research and Analysis:

• Conduct research on tax issues related to real estate transactions and ownership, providing insights for decision-making
• Prepare detailed written memoranda and reports explaining tax positions, implications, and recommendations

Process Improvement:

• Continuously evaluate and enhance internal tax processes, workflows, and documentation to increase efficiency and accuracy

WHAT WE ARE LOOKING FOR

Experience

• 3-6 years in relevant position
• Public accounting or other professional services environment preferred

Education

• Minimum Bachelor’s degree or equivalent technology experience
• Bachelor’s in Accounting (for Audit or Tax)

License / Certification

• Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance
• Must maintain required CPE credits annually

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

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