Tax Manager leading real estate-focused partnership and S-corp engagements with a high-performing team at BPM. Delivering proactive tax planning and mentoring staff for client success.
Responsibilities
Lead and review federal and multi‑state compliance for flow‑through entities (Forms 1065, 1120‑S, K‑1s), with emphasis on real estate partnerships, joint ventures, funds, and REIT‑adjacent structures.
Advise on complex partnership tax matters: Sections 704(b)/(c) capital accounts and allocations, §754 elections, debt allocations (recourse/nonrecourse/qualified nonrecourse), special allocations and waterfall models, §163(j), §465, basis and at‑risk, and book‑tax differences.
Plan and model transactions for acquisitions/dispositions, including cost segregation coordination, §1031 like‑kind exchanges, step‑up considerations, and entity structuring.
Manage SALT exposure across California and other jurisdictions (apportionment, filing methodologies, local gross‑receipts taxes) and coordinate with internal SALT specialists when needed.
Coach and develop staff and seniors: set clear expectations, review workpapers, deliver actionable feedback, and support CPA/MST development.
Drive client service: own engagement economics, timelines, and quality; communicate proactively with client executives, controllers, and fund managers.
Contribute to practice growth through scoping proposals, participating in business development calls, and strengthening relationships across Southern California.
Leverage technology (CCH Axcess/ProSystem/GoSystem/OneSource, workflow tools, and data utilities) to improve accuracy and cycle time.
Requirements
CPA license required (or active progress toward licensure); MST/MBT preferred.
5–8+ years of recent public accounting experience in flow‑through taxation with significant real estate exposure (commercial/residential, development, funds, private equity real estate).
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