Tax Manager, Real Estate
What You'll Do
As a Real Estate Tax Manager, you’ll lead the delivery of tax compliance and advisory services to real estate investors, developers, and closely held entities. In this role, you’ll oversee partnership tax engagements, review complex allocations, and drive tax planning initiatives while partnering closely with clients and internal teams. You’ll take ownership of managing client relationships, coordinating engagement teams, and ensuring the timely delivery of high-quality work. This role offers significant exposure to complex partnership structures, real estate transactions, and technical tax issues, while providing the opportunity to mentor team members and contribute to the growth of the practice. Tax Strategy & Compliance Perform Manager-level tax advisory, compliance review, and tax return oversight for real estate clients, including partnerships, LLCs, and real estate investment structures (Forms 1065, 1120, 1120S, and 1040 as applicable) Review complex federal, state, and local tax filings with a focus on multi-state compliance, tiered partnership structures, and real estate-specific considerations such as depreciation, cost segregation, and Section 1031 exchanges Oversee the preparation and filing of partnership and entity-level returns, ensuring accuracy, compliance, and identification of tax-saving opportunities Stay current on evolving tax laws, including real estate–specific regulations, to provide proactive and technically sound guidance Client & Team Leadership Serve as a primary point of contact for clients, building and maintaining strong relationships Collaborate with engagement teams and firm leadership to deliver high-quality client service Review work, provide guidance, and mentor Senior and Staff-level professionals Engagement & Project Management Manage multiple client engagements, timelines, and deliverables in a fast-paced environment Ensure quality, accuracy, and timely completion of all client work Drive accountability across engagement teams while maintaining strong attention to detail Practice Growth & Development Contribute to training, coaching, and knowledge sharing across the team Identify opportunities to improve processes and enhance client service delivery Support practice growth through relationship building and identifying opportunities within existing clients Who You Are Qualifications Bachelor’s degree in Accounting or a related field required CPA or JD preferred, but not required 5+ years of tax experience with a focus on real estate, partnerships, and pass-through entities; preferably within a public accounting environment or real estate-focused practice Proven leadership experience with a track record of accountability, managing engagements, and delivering against deadlines and client expectations Strong understanding of real estate tax concepts, including partnership allocations, basis, depreciation, and transaction structuring Excellent verbal and written communication skills, with the ability to translate complex tax concepts into clear, client-friendly guidance Demonstrated initiative, curiosity, and ability to operate in a fast-paced environment; comfortable navigating ambiguity, building relationships, and driving results Proficiency in Microsoft Office (Outlook, Excel, Word) and Adobe, with experience using tax preparation and research software Who We Are #LifeatCohen Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Estimated Base Range: $80,000 - $150,000* *Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. Sure, we like numbers. (But we'll never treat you like one.) Learn more about #LifeatCohen and why you should join our team! Join our Talent Community and receive the latest #LifeatCohen news and be the first in line for new opportunities. We’re always looking for great people and would love to stay connected! Ask your connection at Cohen & Co about our Employee Referral process! Apply tot his job Apply To this Job