Tax Manager in the Compensation and Benefits Tax Advisory team managing various client projects. Overseeing tax analyses and providing expert strategic advice for compensation programs.
About the role
- 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).
- Demonstrated strength in partnership tax concepts (capital accounts, allocations, basis, debt, waterfalls).
- REIT experience (income/asset testing, UPREIT structures) is a strong plus.
- Proficiency in researching complex issues and communicating concise guidance to clients and teams.
- Strong project management skills; comfortable leading multiple concurrent engagements in a hybrid environment.
Benefits
- Total rewards with flexible work arrangements and compensation options that give you choice and flexibility.
- Well‑being resources including an interactive wellness platform, EAP and mental‑health resources, and Colleague Resource Groups.
- Balance & flexibility with Firm Holidays, Flex PTO, paid family leave, winter break, summer hours, and remote work options.
- Professional development via CPA exam resources and bonuses, tuition reimbursement, coaching, and BPM University classes, workshops, and seminars.
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