Required Tax Manager
About the role:
We are building the accounting and tax practice that real estate firms actually want - one that runs on modern tooling, clean process, and people who know the asset class cold. We work with sponsors, funds, and operators across the US, including those with foreign investors and offshore capital structures. Our team is small, opinionated, and tech-forward: we expect everyone to use AI in their day-to-day work, not just talk about it. We're hiring three roles to build out the tax practice.
Our senior reviewer and primary client touchpoint on assigned engagements. You'll review partnership returns, manage the day-to-day relationship with clients, mentor junior preparers, and oversee work coming back from offshore teams. This is the role where the practice's quality bar is enforced.
What you'll do:
Review federal and state partnership returns for real estate clients before they go to CPA sign-off.
Serve as the critical point of contact for clients on assigned engagements - planning conversations, mid-year questions, deliverable timing, K-1 escalations.
Manage and develop junior preparers; give reviewer comments that actually teach.
Oversee offshore prep teams: set expectations, review their output, close the loop on quality.
Escalate novel or complex matters to the CPA with a clean point of view, not just a question.
Help refine the firm's workpaper standards, review checklists, and AI/automation workflows.