Tax Manager, Real Estate

Overview Tax Manager, Real Estate – Geffen Mesher & Company, Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a history of over 90 years serving clients throughout the Northwest. 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 across several industries.

Responsibilities

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, balancing firm risk and compliance with professional standards. Identify and communicate internal service improvement opportunities.

Solve strategic issues requiring analytical skills and an in-depth understanding of tax regulations. Collaborate with team members to share knowledge and contribute to tasks, 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.

Qualifications

Bachelor's degree in business, accounting or a related discipline. Five plus years of 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.

Experience

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 analyze new legislation and assess impacts on real estate clients. Proficiency in MS Office suite.

Compensation

& Benefits The compensation offered for this position is based on factors including years of relevant experience, skills, education, internal equity, and location. The estimated salary range is $108,000 - $150,000. 401k with a 3% employer contribution Discretionary profit sharing of up to 4.5% annually Medical, dental, and vision insurance with 100% individual medical premium coverage Generous PTO, 12 paid holidays, 8 hours of Volunteer Time, and Paid Parental Leave Hybrid work options Flexible summer hours; Fridays are optional Incentive plan for sales leads Generous Employee Referral Program About Geffen Mesher Geffen Mesher is committed to equal employment opportunities for all employees and applicants without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other protected characteristic. We provide accommodations as required by law. To protect all parties, Geffen Mesher will not accept unsolicited resumes from sources other than directly from a candidate.

Any unsolicited resumes sent to the Firm will be considered the property of Geffen Mesher and will not incur a placement fee. The Firm will consider candidates submitted directly by an agency without fees to the candidate. Geffen Mesher is a large firm with a small firm feel, emphasizing client-centric service and a collaborative culture. #J-18808-Ljbffr