
Tax Partner - WNT - Real Estate
Role description
From the employerWe are the leading provider of professional services to the middle market
globally, our purpose is to instill confidence in a world of change, empowering
our clients and people to realize their full potential. Our exceptional people
are the key to our unrivaled, culture and talent experience and our ability to
be compelling to our clients. You’ll find an environment that inspires and
empowers you to thrive both personally and professionally. There’s no one like
you and that’s why there’s nowhere like RSM.
RSM has an exciting opportunity for a Tax Partner focusing on real estate to
join our Washington National Tax practice. This Tax Partner will collaborate
with client service teams to support planning of complex transactions and advise
on real estate investment trust (REIT) qualification matters.
Successful candidates will have deep real estate and REIT experience and will
have a strong network within the real estate business community and a proven
track record of developing new business and leveraging trusted relationships.
As a Tax Partner at RSM, you will have an important role in developing,
mentoring and coaching our people to achieve challenging and rewarding careers
and developing them into future leaders of our firm.
Responsibilities
- Client Service - Manage and build trusting client relationships for the
firm’s largest real estate clients; understand clients' business challenges
and goals; work collaboratively with clients and service teams to deliver
exceptional value and quality; manage and drive the success of multiple
engagements while enhancing profitability and implementing technology
solutions; provide additional insights and business solutions that result in
expanded business to clients.
- Business Development – Co-lead the development and execution of growth
strategies with the federal tax teams; actively represent the firm in the
business community to promote our brand and capabilities; develop and close
new business.
- People Management - Attract, develop, and retain top talent; serve as a
mentor and coach for emerging leaders; ensure effective communication and
alignment of priorities.
- Expertise Development - Stay current on latest regulatory and legislative
developments and the firm's standards and policies; continue to expand
expertise in technical areas and deepen Real Estate industry specialization.
Basic Qualifications
- Bachelor's degree in Accounting and CPA or JD
- Minimum of 12+ years of tax experience, including with a large national
accounting firm
- Structuring experience with use of different vehicles (REIT and non-REIT) to
accommodate various real estate investment strategies
- Familiarity with the tax accounting implications and broader impact on REIT
and non-REIT vehicles of various asset types (i.e. debt vs. equity
investment, inventory, secured debt, non-secured debt, modified debt,
foreclosure property, hedges, etc.) and revenue streams (i.e. character and
timing of income recognition, interest income vs. distributable share of real
estate activity, gain/loss on disposition, stated interest, unstated
interest, fees for services, gain/loss on modification or foreclosure, hedge
income, etc.)
- A proven record of simultaneously managing multiple projects for various
clients
- A proven record of collaborating with members of different service lines to
bring the full power of the firm and elevate the quality of deliverables and
overall client and talent experience of key stakeholders (i.e. SALT, ITAX,
Transfer Pricing, Income Tax Provisions, Audit, Consulting, etc)
- Ability to write research memos, opinions and prepare Private Letter Ruling
Requests
- Participate in firm trainings and outside the firm presentations
- Highly developed problem solving and analytical skills
- Project management and critical thinking skills
- Excellent written and verbal communication skills
- Strong Microsoft Excel and Word skills required
- Outstanding organizational and time management skills; ability to prioritize
multiple assignments
Preferred Qualifications
- MST or JD desirable
- Debt fund and/or mortgage REIT experience desirable
At RSM, we offer a competitive benefits and compensation package for all our
people. We offer flexibility in your schedule, empowering you to balance life’s
demands, while also maintaining your ability to serve clients. Learn more about
our total rewards at https://rsmus.com/careers/working-at-rsm/benefits
[https://rsmus.com/careers/working-at-rsm/benefits].
All applicants will receive consideration for employment as RSM does not
tolerate discrimination and/or harassment based on race; color; creed; sincerely
held religious beliefs, practices or observances; sex (including pregnancy or
disabilities related to nursing); gender; sexual orientation; HIV Status;
national origin; ancestry; familial or marital status; age; physical or mental
disability; citizenship; political affiliation; medical condition (including
family and medical leave); domestic violence victim status; past, current or
prospective service in the US uniformed service; US Military/Veteran status;
pre-disposing genetic characteristics or any other characteristic protected
under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in
connection with the recruitment process and/or employment/partnership. RSM is
committed to providing equal opportunity and reasonable accommodation for people
with disabilities. If you require a reasonable accommodation to complete an
application, interview, or otherwise participate in the recruiting process,
please call us at 800-274-3978 or send us an email at careers@rsmus.com
[careers@rsmus.com].
RSM will consider for employment qualified applicants with arrest or conviction
records. For those living in California or applying to a position in California,
please click here
[https://rsmus.com/content/dam/rsm/careers/pdf/rsmus_pre-employment-background_checks.pdf]
for additional information.