Experienced Tax Associate (Real Estate Focus)

About us:

At REA, we are a fast-growing, technology-driven accounting and tax firm exclusively focused on the real estate industry. We specialize in automating and streamlining back-office financial operations, including bookkeeping, tax compliance, and advisory services, for property management companies, real estate investors, and construction firms.

With over 130,000 units under management and 30M square feet of commercial real estate supported, our team of 220+ professionals delivers scalable bookkeeping, tax preparation, and advisory services to some of the largest real estate investment firms in the U.S.

Our mission is to help clients scale beyond what they thought possible by combining deep real estate expertise with technology-enabled financial and tax solutions.

Website:

https://rea.co

What We Are Looking For:

We are seeking a remote Experienced Tax Associate to support complex real estate partnership tax engagements in a fast-paced, client-facing environment. This is a hands-on role where you will take ownership of partnership tax compliance for a portfolio of real estate clients, including preparation and review of returns, K-1s, and supporting workpapers.

You will serve as a key point of contact for assigned clients and work closely with internal teams to ensure accuracy, efficiency, and timely delivery during tight deadlines. In addition to compliance work, this role includes tax research, problem-solving, and exposure to advisory initiatives within a growing real estate-focused practice.

Job duties:

• Own preparation and support review of federal and state partnership tax returns (Form 1065) with a focus on real estate structures
• Prepare Schedule K-1s, allocations, and supporting workpapers
• Manage tax data and workflows in GoSystem Tax RS
• Perform tax analysis and reconciliations using Excel (SUMIFS, INDEX-MATCH)
• Serve as primary client contact for assigned engagements
• Support tax research, compliance, and process improvement initiatives (including AI-assisted workflows)

Requirements

• Hands-on experience with Form 1065 and Schedule K-1s, including partnership allocations and supporting workpapers
• Experience working with real estate partnerships, property management companies, or investment structures
• 2+ years of tax preparation experience in public accounting or a real estate-focused tax environment
• Strong understanding of federal and state income tax compliance for business entities
• Ability to manage multiple client deadlines in a fast-paced environment
• Strong written and verbal communication skills

Preferred Qualifications (not required):

• Experience with GoSystem Tax RS or similar tax software (e.g., ProSystem FX, UltraTax, Lacerte)
• Exposure to multi-state tax filings or more complex partnership structures
• Experience using Excel for tax reconciliations (SUMIFS, INDEX-MATCH)
• CPA or EA license (or in progress)

We’d Love You If You….

• Take ownership of engagements from start to finish with minimal oversight
• Have strong experience working through tax deadlines in a structured firm environment
• Look for ways to improve accuracy, efficiency, and workflow—not just complete tasks
• Are comfortable working in complex partnership environments with multiple moving parts

Location and Schedule:This is a virtual (remote), full-time role that demands availability between 9am-6pm EST Monday-Friday and extended busy season hours. Candidates based in Illinois, Texas, Florida, Georgia and North Carolina are preferred, though qualified applicants from other locations may still be considered.

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• Paid training

Education:

• Bachelor's (Required)

Experience:

• Form 1065 & Schedule K-1s: 2 years (Required)
• Real estate partnership tax: 2 years (Required)
• Tax preparation: 2 years (Required)
• Business tax compliance: 2 years (Required)
• Managing multiple client deadlines: 2 years (Required)
• GoSystem Tax RS or similar tax software: 2 years (Preferred)

Work Location: Remote