RSM US

Tax Partner - Real Estate Debt Funds

RSM US • $200K — $250K *
New York, NY 10025In-Person
Legal & Accounting
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting and CPA or JD
  • 12+ years of tax experience with a large national accounting firm
  • Expertise in structuring with REIT and non-REIT vehicles
  • In-depth knowledge of tax implications across various real estate asset types
  • Proven ability to manage multiple client projects simultaneously
  • Experience collaborating across service lines for comprehensive client solutions
  • Strong written communication skills including drafting memos and rulings.

Responsibilities

  • Manage and nurture client relationships for key real estate clients
  • Lead the development of growth strategies with federal tax teams
  • Attract, mentor, and retain top talent within the firm
  • Stay updated on regulatory developments and enhance technical expertise
  • Deliver insights and solutions to clients, driving additional business opportunities.

Benefits

  • Flexible schedule to balance work and personal life
  • Comprehensive benefits and compensation package
  • Opportunities for professional development and leadership training
  • Access to engaging training sessions and presentations external to the firm.
Full Job Description
RSM has an exciting opportunity for a Tax Partner focusing on real estate to join our Washington National practice. This Tax Partner will collaborate with client service teams to support planning of complex transactions and advise on real estate investment trust (REIT) qualification matters. Successful candidates will have deep real estate and REIT experience and will have a strong network within the real estate business community and a proven track record of developing new business and leveraging trusted relationships. As a Tax Partner at RSM, you will have an important role in developing, mentoring and coaching our people to achieve challenging and rewarding careers and developing them into future leaders of our firm. Responsibilities:
  • Client Service - Manage and build trusting client relationships for the firm's largest real estate clients; understand clients' business challenges and goals; work collaboratively with clients and service teams to deliver exceptional value and quality; manage and drive the success of multiple engagements while enhancing profitability and implementing technology solutions; provide additional insights and business solutions that result in expanded business to clients.
  • Business Development - Co-lead the development and execution of growth strategies with the federal tax teams; actively represent the firm in the business community to promote our brand and capabilities; develop and close new business.
  • People Management - Attract, develop, and retain top talent; serve as a mentor and coach for emerging leaders; ensure effective communication and alignment of priorities.
  • Expertise Development - Stay current on latest regulatory and legislative developments and the firm's standards and policies; continue to expand expertise in technical areas and deepen Real Estate industry specialization.
Basic Qualifications:
  • Bachelor's degree in Accounting and CPA or JD
  • Minimum of 12+ years of tax experience, including with a large national accounting firm
  • Structuring experience with use of different vehicles (REIT and non-REIT) to accommodate various real estate investment strategies
  • Familiarity with the tax accounting implications and broader impact on REIT and non-REIT vehicles of various asset types (i.e. debt vs. equity investment, inventory, secured debt, non-secured debt, modified debt, foreclosure property, hedges, etc.) and revenue streams (i.e. character and timing of income recognition, interest income vs. distributable share of real estate activity, gain/loss on disposition, stated interest, unstated interest, fees for services, gain/loss on modification or foreclosure, hedge income, etc.)
  • A proven record of simultaneously managing multiple projects for various clients
  • A proven record of collaborating with members of different service lines to bring the full power of the firm and elevate the quality of deliverables and overall client and talent experience of key stakeholders (i.e. SALT, ITAX, Transfer Pricing, Income Tax Provisions, Audit, Consulting, etc)
  • Ability to write research memos, opinions and prepare Private Letter Ruling Requests
  • Participate in firm trainings and outside the firm presentations
  • Highly developed problem solving and analytical skills
  • Project management and critical thinking skills
  • Excellent written and verbal communication skills
  • Strong Microsoft Excel and Word skills required
  • Outstanding organizational and time management skills; ability to prioritize multiple assignments
Preferred Qualifications:
  • MST or JD desirable
  • Debt fund and/or mortgage REIT experience desirable
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry
Finance & Insurance
* Ladders Estimates

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