Tax Manager, Real Estate at Geffen Mesher & Company PC

Portland, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

150000.0

Posted On

24 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Compliance, Tax Advisory, Partnership Tax Returns, Client Relationship Management, Technical Research, Project Management, Risk Management, Analytical Skills, Team Leadership, CPA Certification, Real Estate Taxation, 704b Book-ups, 704c Adjustments, Opportunity Zones, Section 1031 Exchange, Waterfall Provisions

Industry

Accounting

Description

Description Tax Manager, Real Estate Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. We are seeking a Tax Manager to join our Real Estate team. As a leader, you should be able to manage the people who support you and the engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won’t be limited at Geffen Mesher. Compensation & Benefits At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $108,000-$150,000. Additional Benefits Include 401k with a 3% employer contribution Discretionary profit sharing of up to 4.5% annually Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!! Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave Hybrid work options Flexible working hours in the summer, Fridays are optional! Incentive plan for sales leads Generous Employee Referral Program Requirements What you’ll be doing Manage and coordinate tax compliance and advisory work for our real estate clients. Review Federal, Multi-State and local Partnership tax returns. Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services. Research and consult on technical matters and special projects. Build and manage client relationships while developing and maintaining business development leads. Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service. Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards. Identify and communicate internal service improvement opportunities. Solve strategic issues requiring analytical skills and an in-depth understanding of tax regulations. Work jointly with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries. Adhere to the core values and standards of the organization. Serve as an advisor to tax staff at various levels of experience. What makes you a fit Bachelor's degree in business, accounting or a similar discipline. Five plus years recent experience in public accounting. Demonstrated supervisory experience in public accounting. CPA certification strongly preferred. Strong verbal and written communication skills. Real estate related experience with lessors, developers, and private equity real estate funds. Understanding of 704b book-ups and 704c adjustments. Knowledge of Opportunity Zones. Section 1031 exchange transaction consulting and reporting. Experienced with Waterfall and Targeted Capital allocation provisions of a partnership. Understanding of 163j business interest limitations Understanding partnership basis adjustments under Section 754, 734(b), and 743(b). Willingness to lead internal training on real estate related topics. Willingness to dig into new legislation and assist the team with understanding the impact on real estate clients. Proficient in MS technology suite. Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities. To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Responsibilities

The Tax Manager will manage and coordinate tax compliance and advisory work for real estate clients, including reviewing Federal, Multi-State, and local Partnership tax returns. Responsibilities also involve leading client relationships on day-to-day tax matters, researching technical issues, and serving in a leadership role for project planning and execution.