Tax Manager, Real Estate

WHAT YOU'LL DO

• As a Real Estate Tax Manager, you’ll lead the delivery of tax compliance and
• advisory services to real estate investors, developers, and closely held
• entities. In this role, you’ll oversee partnership tax engagements, review
• complex allocations, and drive tax planning initiatives while partnering closely
• with clients and internal teams.

• You’ll take ownership of managing client relationships, coordinating engagement
• teams, and ensuring the timely delivery of high-quality work. This role offers
• significant exposure to complex partnership structures, real estate
• transactions, and technical tax issues, while providing the opportunity to
• mentor team members and contribute to the growth of the practice.

• Tax Strategy & Compliance

• Perform Manager-level tax advisory, compliance review, and tax return

oversight for real estate clients, including partnerships, LLCs, and real

estate investment structures (Forms 1065, 1120, 1120S, and 1040 as

applicable)

• Review complex federal, state, and local tax filings with a focus on

multi-state compliance, tiered partnership structures, and real

estate-specific considerations such as depreciation, cost segregation, and

Section 1031 exchanges

• Oversee the preparation and filing of partnership and entity-level returns,

ensuring accuracy, compliance, and identification of tax-saving opportunities

• Stay current on evolving tax laws, including real estate–specific

regulations, to provide proactive and technically sound guidance

Client & Team Leadership

• Serve as a primary point of contact for clients, building and maintaining

strong relationships

• Collaborate with engagement teams and firm leadership to deliver high-quality

client service

• Review work, provide guidance, and mentor Senior and Staff-level

professionals

Engagement & Project Management

• Manage multiple client engagements, timelines, and deliverables in a

fast-paced environment

• Ensure quality, accuracy, and timely completion of all client work

• Drive accountability across engagement teams while maintaining strong

attention to detail

Practice Growth & Development

• Contribute to training, coaching, and knowledge sharing across the team

• Identify opportunities to improve processes and enhance client service

delivery

• Support practice growth through relationship building and identifying

opportunities within existing clients

WHO YOU ARE

Qualifications

• Bachelor’s degree in Accounting or a related field required

• CPA or JD preferred, but not required

• 5+ years of tax experience with a focus on real estate, partnerships, and

pass-through entities; preferably within a public accounting environment or

real estate-focused practice

• Proven leadership experience with a track record of accountability, managing

engagements, and delivering against deadlines and client expectations

• Strong understanding of real estate tax concepts, including partnership

allocations, basis, depreciation, and transaction structuring

• Excellent verbal and written communication skills, with the ability to

translate complex tax concepts into clear, client-friendly guidance

• Demonstrated initiative, curiosity, and ability to operate in a fast-paced

environment; comfortable navigating ambiguity, building relationships, and

driving results

• Proficiency in Microsoft Office (Outlook, Excel, Word) and Adobe, with

experience using tax preparation and research software

WHO WE ARE

#LifeatCohen [https://www.linkedin.com/company/cohenco/life/]

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles

[https://www.cohenco.com/careers/why-cohen] offer insight into how we achieve an

inclusive, growth-oriented culture that fuels the success of our firm, our

clients and our people. In particular, we honor our foundational principle of

“great people first” by

• Championing the importance of diversity, equity and inclusion

[https://www.cohenco.com/about-us/diversity-equity-inclusion] by embracing

the unique stories, backgrounds, perspectives and ideas that come from our

people; and

• Offering a comprehensive and competitive Total Rewards

[https://www.cohenco.com/careers/why-cohen/total-rewards-benefits] 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!

LEARN MORE ABOUT US!

• Discover our Passion, Purpose & Expertise [https://www.cohenco.com/about-us]

• Learn more about our Firm's culture

[https://www.cohenco.com/careers/why-cohen/our-culture]

Estimated Base Range: $80,000 - $150,000*

*Base compensation 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 at 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.

We are an equal opportunity employer and value diversity of thought and

background to build an inclusive and energized culture and better meet the needs

of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to

any Cohen & Co employee without a recruiting services contract first being

entered into with the Cohen & Co Talent Acquisition Team; see policy here

[https://www.cohenco.com/careers/agency-recruiter-policy].