Tax Senior Accountant, Real Estate

WHAT YOU'LL DO

• As a Real Estate Tax Senior, you’ll play a key role in delivering tax compliance
• and advisory services to real estate investors and developers. 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 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 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

WHO YOU ARE

Qualifications

• Bachelor's Degree required

• CPA or qualifications completed to pursue CPA  strongly preferred

• 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

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: $70,000 - $125,000*

*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].