Tax Senior Accountant, Real Estate

As a Real Estate Tax Senior, you’ll play a key role in delivering tax compliance and advisory services to real estate investors, developers, and closely held entities. In this role, you’ll lead the preparation and review of partnership tax returns, analyze complex allocations, and support tax planning initiatives while collaborating closely with engagement teams and building strong client relationships.

You’ll take ownership of day-to-day engagement responsibilities, work directly with clients to gather information and address tax matters, and contribute to consulting projects related to real estate tax strategies. This role provides significant exposure to complex partnership structures, real estate transactions, and technical tax issues, making it well suited for a tax professional who enjoys taking on greater responsibility while continuing to develop deep expertise in real estate taxation.

Tax Preparation & Technical Support

• Prepare partnership and individual tax returns while supporting the analysis of allocations, workpapers, and related documentation

• Assist with tax matters involving partnership allocations, waterfalls, and capital account structures

• Gain exposure to real estate and partnership tax concepts including 704(b), 704(c), target capital allocations, and 1031 exchanges

Client & Team Collaboration

• Work closely with engagement teams and communicate with clients to gather information needed to complete tax filings

• Build and maintain strong relationships with both internal team members and external stakeholders

• Contribute to a collaborative, team-oriented environment focused on delivering high-quality client service

Project & Time Management

• Manage multiple priorities and deadlines in a fast-paced environment

• Demonstrate strong organizational and time management skills while supporting multiple client engagements

• Maintain attention to detail and ensure timely completion of assigned work

Growth & Professional Development

• Demonstrate a positive attitude and willingness to be a team player

• Show initiative in learning new tax concepts and technical areas with minimal guidance

• Continue developing technical knowledge and professional skills through hands-on experience and collaboration with senior team members

Qualifications

• Bachelor's Degree required

• CPA or qualifications completed to pursue CPA

• 2+ years of progressive experience at a public accounting firm

• Excellent organizational and time management skills

• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams

• Understanding of Outlook, Excel, Word, Adobe, etc. required

• Strong understanding of CCH Axcess required

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo

• Develop strong relationships internally, and flexibility are required and keys to success

• Some experience or basic understanding of partnerships, inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing

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• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and

• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Estimated Salary Range: $70,000 - $125,000

• Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

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