Tax Manager/Tax Senior Manager, Real Estate

KPMG

$120K — $145K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum five years of recent experience as a tax manager at a public accounting firm with a focus on partnership tax in financial services, particularly real estate.
  • Bachelor's degree from an accredited university; requires CPA, EA, or JD/LLM certification, with a one-year grace period to obtain one if not already possessed.
  • Extensive skills in real estate tax technicalities and transactions, including partnership and REIT taxation.
  • Experience overseeing engagement projects, including management of people and budgets.
  • Strong knowledge of business development strategies in the tax market.
  • Excellent verbal and written communication skills to convey complex tax concepts.

Responsibilities

  • Manage a diverse client portfolio and serve as the primary contact for all client interactions.
  • Direct teams of tax professionals and assistants on client projects.
  • Deliver high-quality tax services and advice to clients, ensuring accountability.
  • Assess tax impacts on clients, formulate supportive tax arguments, and propose strategic plans.
  • Engage in external market and business activities, positively representing KPMG.
  • Oversee risk management and financial performance of engagements, including billing and project budgets for senior managers.
  • Collaborate with peers to identify new marketplace opportunities for KPMG's tax practice.

Benefits

  • Flexible work arrangements to promote work-life balance.
  • Professional development opportunities and access to ongoing training.
  • Comprehensive health and wellness plans for employees and their families.
  • Access to advanced technology and tools to enhance efficiency in work.
  • A collaborative and inclusive work environment that values diversity.
Full Job Description
Responsibilities:
  • Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build client relationships and demonstrate your knowledge of real estate investment funds and REITs
  • Direct teams of tax professionals/assistants working on client projects
  • Advise clients and be accountable for delivering high quality tax service and advice
  • Provide support in assessing tax impacts on clients, develop tax arguments to support conclusions, and suggest plans to clients
  • Participate in and contribute to market and business activities external to the firm, presenting a positive image of self and KPMG

Additional Responsibilities for Senior Manager:
  • Manage risk and financial performance of engagements, including billing, collections, and the budget for projects
Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Qualifications:
  • Minimum five years of recent experience as a tax manager with a public accounting firm; partnership tax experience in the financial services industry specific to real estate and real estate private equity funds
  • Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
  • Extensive real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
  • Experience managing engagement projects, people, and budgets
  • Knowledge of business development within the market
  • Excellent verbal and written communication skills with the ability to articulate complex tax content; experience managing multiple client engagements and client service teams

Additional Qualifications for Senior Manager:
  • Minimum eight years years of recent experience as a tax manager with a public accounting firm; partnership tax experience in the financial services industry specific to real estate and real estate private equity funds

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