Manager of Tax Services- Real Estate Tax
Role description
From the employerIt's fun to work in a company where people truly BELIEVE in what they're doing!
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Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public
accounting firm with a longstanding presence in South Florida and New York. BPB
has earned a strong reputation for delivering high-quality tax, assurance, and
advisory services and has been consistently recognized among the top 100
accounting firms in the United States.
Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a
leading global advisory, tax, and assurance firm. During this transition period,
the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs,
reflecting our integration into Baker Tilly’s expansive national and global
network, enhanced resources, and broad range of opportunities.
Baker Tilly is a leading advisory, tax and assurance firm, providing clients
with a genuine coast-to-coast and global advantage in major regions of the U.S.
and in many of the world’s leading financial centers – New York, London, San
Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and
Baker Tilly US, LLP (Baker Tilly) provide professional services through an
alternative practice structure in accordance with the AICPA Code of Professional
Conduct and applicable laws, regulations and professional standards. Baker Tilly
US, LLP is a licensed independent CPA firm that provides attest services to its
clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax
and business advisory services to their clients. Baker Tilly Advisory Group, LP
and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly,
are independent members of Baker Tilly International, a worldwide network of
independent accounting and business advisory firms in 141 territories, with
43,000 professionals and a combined worldwide revenue of $5.2 billion.
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Baker Tilly is an equal opportunity/affirmative action employer. All qualified
applicants will receive consideration for employment without regard to race,
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Position Overview
- We are seeking a highly motivated Tax Manager with Real Estate and Partnership
- Tax expertise to join our growing practice. This role is ideal for a technical,
- client-facing professional who enjoys managing complex real estate structures,
- leading engagements, and developing team members while delivering high-quality
- compliance and consulting services.
Key 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.
Qualifications
- 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.
- CPA license preferred; MST, JD, or LL.M. a plus.
If you like wild growth and working with happy, enthusiastic over-achievers,
you'll enjoy your career with us!