Tax Senior Manager | Real Estate

#LI-JO1 #LI-Hybrid

RESPONSIBILITIES

Our Real Estate practice is one of the largest practices in New England,

servicing clients both locally and nationally. Our real estate team offers a

range of accounting, tax, and advisory services customized to suit the needs of

this diverse, dynamic industry. We are proud to be trusted advisors to many

prominent offices, labs, multi-family units, hospitality and retail developers,

operators and investors. With a genuine passion for their roles, this team

maintains a strong focus on consistently adding value for our clients.

Essential Functions and Primary Duties

• Collaborate closely with Managing Directors and Directors to deliver

exceptional client service to a portfolio of real estate clients, including

real estate funds, developers, REITs, family offices, private equity

investors, and operating companies.

• Lead and review complex tax compliance engagements (e.g., partnerships,

multi-tier structures, consolidated groups, REIT returns, 1031 exchanges,

cost segregation studies, state & local filings).

• Provide proactive tax planning, structuring, and advisory services specific

to real estate transactions, acquisitions, dispositions, debt restructuring,

and waterfall allocations.

• Identify opportunities to expand services, improve tax strategies, and drive

additional value for clients.

• Demonstrate deep understanding of real estate taxation, including:
• Partnership tax (Subchapter K)
• Capital account maintenance & tax basis analysis
• 704(b) and 704(c) allocations
• Oversee engagement planning, budgeting, and billing
• Supervise, train and mentor staff; listen and communicate effectively
• Provide real-time coaching, formal performance feedback, and support career

development pathways.

• Drive a team environment; demonstrate support of management decisions and

build a positive culture

• Additional responsibilities as assigned

QUALIFICATIONS

Minimum Qualifications

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each

assignment as necessary

• Demonstrated ability to communicate verbally and in writing throughout all

levels of organization, both internally and externally

• Proficient use of applicable technology
• Must be able to travel based on business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to

middle-market businesses nationwide. With industry knowledge and expertise in

accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers

actionable insights to help clients anticipate what is next and discover new

ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major

markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an

environment where team members are appreciated, recognized for their

contributions, and provided with opportunities to grow, both personally and

professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of

accounting services in the United States. CBIZ CPAs is an independent CPA firm

that provides audit, review and attest services, while CBIZ provides business

consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs

operates under its previous name, Mayer Hoffman McCann P.C.