Tax Manager, Real Estate

Company: Geffen Mesher & Company PC
Location: Portland
Posted on: November 15, 2024

Job Description:

Job DescriptionJob DescriptionDescription:Tax Manager, Real EstatePortland, OR

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
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.
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.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. Experience requirements:
    • Tax Manager: 5+ years with the above and people management experience.Why you should join our team:Shameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Companies by the Portland Business Journal.Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized 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 value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women's Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.Did you say "busy season"? Since this is public accounting, you can expect to work extra hours during busy seasons. We do our best to keep you motivated, energized, and engaged during that time. We offer catering three days a week, tons of healthy snacks, and bi-weekly office socials.Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We'll cover 100% of your individual monthly medical premium costs and provide paid parental leave. Generous PTO and paid holidays come with the gig as well!
      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.

Keywords: Geffen Mesher & Company PC, Portland , Tax Manager, Real Estate, Accounting, Auditing , Portland, Oregon