Tax Manager specializing in Real Estate and Partnership Tax at Berkowitz Pollack Brant. Managing tax compliance and consulting for real estate partnerships and high-net-worth individuals.
Responsibilities
Manage the preparation and review of federal, state, and local tax returns for real estate partnerships, LLCs, S corporations, and high-net-worth individuals.
Advise clients on complex partnership taxation matters, including: Section 704(b) allocations and capital account maintenance, Taxable income allocations and waterfall modeling, Liability analysis and allocations under Sections 752 and 465, Sections 734(b) and 743(b) basis adjustment calculations, Tax Receivable Agreement (TRA) computations.
Lead the preparation and review of partnership-specific tax calculations and consult on related technical matters.
Provide tax planning and consulting related to real estate transactions, including acquisitions, dispositions, refinancings, and restructurings.
Review and analyze partnership and LLC operating agreements to ensure proper tax treatment and compliance.
Serve as the primary engagement manager, maintaining strong client relationships, managing timelines, and ensuring timely and accurate deliverables.
Mentor, coach, and supervise tax professionals at various levels; provide feedback and support professional development.
Contribute to the growth and effectiveness of the real estate and partnership tax practice through process improvement and collaboration.
Participate in business development activities, including client proposals, networking, and relationship building.
Requirements
Minimum of five (5) years of progressive tax experience in public accounting or a related industry, with a strong emphasis on real estate and partnership taxation.
Deep technical knowledge of Subchapter K, including partnership allocations, basis adjustments, and liability analysis.
Experience preparing and reviewing complex federal and multi-state partnership tax returns.
Demonstrated leadership ability and experience managing multiple engagements and teams.
Strong project management, analytical, and communication skills.
Bachelor’s degree in Accounting, Finance, or a related field required.
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